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Sundaram Large And Mid Cap Fund

Sundaram Large And Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.81

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,793 today.

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NAV Performance

Sundaram  Large And Mid Cap Fund performance graph for last 3 years
Performance of Sundaram Large And Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 55.842

    as on 23 Sep 2021
  • Regular - Growth

  • 10 / 26

  • ₹ 100

  • ₹ 1,596 Cr.

    as on 23 Sep 2021
  • 2.2%

    since 31 May 2021
  • 27 Feb 2007

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • sundaram mutual fund

    Show All Funds
  • Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Large And Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 27 Feb 2007. This fund is offered by one of the top AMC (Assets Management Company) sundaram mutual fund. You can also view here all other Equity funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 55.842 as on 23 Sep 2021.

This fund has 14 years of track record. Since 31 May 2021 expense ratio of this fund is 2.2%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

List of Fund Managers of Sundaram Large And Mid Cap Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 12.36% 19.48% 30.69% 78.48% 35.51% 25.38% 21.10% 24.74% 72.25% 53.98% 38.70% 26.28% 25.59%
Category Average 8.73% 13.93% 25.86% 67.83% 28.01% 18.68% 15.20% 17.13% 62.98% 47.38% 32.82% 20.81% 18.13%
Sundaram Large And Mid Cap Fund 8.69%₹ 10,869 19.48%₹ 11,947 27.74%₹ 12,774 68.63%₹ 16,862 69.94%₹ 16,174 25.37%₹ 15,726 47.50%₹ 36,895 18.81%₹ 16,793 32.63%₹ 57,334 17.31%₹ 22,227 21.71%₹ 1,02,909 15.74%₹ 43,188 18.01%₹ 3,09,457
Mirae Asset Emerging Bluechip Fund 7.79%₹ 10,778 14.03%₹ 11,402 26.36%₹ 12,636 73.26%₹ 17,326 65.22%₹ 15,910 34.50%₹ 18,105 53.20%₹ 38,577 25.38%₹ 19,748 38.70%₹ 62,050 21.10%₹ 26,060 26.28%₹ 1,14,896 24.74%₹ 91,404 25.59%₹ 4,66,348
Canara Robeco Emerging Equities 9.21%₹ 10,921 15.34%₹ 11,533 27.49%₹ 12,748 68.24%₹ 16,824 64.65%₹ 15,878 33.66%₹ 17,878 50.95%₹ 37,911 21.46%₹ 17,948 36.30%₹ 60,152 18.33%₹ 23,214 23.57%₹ 1,07,646 22.60%₹ 76,839 23.25%₹ 4,10,890
Kotak Equity Opportunities Fund 7.35%₹ 10,735 11.91%₹ 11,191 22.34%₹ 12,234 59.94%₹ 15,994 53.82%₹ 15,265 27.70%₹ 16,318 43.23%₹ 35,654 20.13%₹ 17,361 31.60%₹ 56,553 15.80%₹ 20,832 20.96%₹ 1,01,057 17.05%₹ 48,341 17.97%₹ 3,08,816
Principal Emerging Bluechip Fund 8.16%₹ 10,815 12.67%₹ 11,267 26.34%₹ 12,633 69.66%₹ 16,966 63.31%₹ 15,803 32.04%₹ 17,446 50.07%₹ 37,651 19.58%₹ 17,124 35.37%₹ 59,430 16.84%₹ 21,787 22.31%₹ 1,04,432 21.66%₹ 71,130 21.74%₹ 3,78,514
Edelweiss Large & Mid Cap Fund 7.95%₹ 10,795 12.96%₹ 11,295 23.45%₹ 12,344 66.19%₹ 16,619 59.89%₹ 15,610 28.27%₹ 16,463 46.70%₹ 36,661 20.02%₹ 17,313 33.32%₹ 57,857 - - - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Large And Mid Cap Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    99.69%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.32%

Top Sector Holdings of Sundaram Large And Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.45% ₹ 278.61 Cr.
Computers - software 13.76% ₹ 219.66 Cr.
Pharmaceuticals 8.20% ₹ 130.63 Cr.
Refineries/marketing 5.36% ₹ 85.58 Cr.
Nbfc 4.72% ₹ 75.36 Cr.
Others 50.51% -

Top Stock Holdings of Sundaram Large And Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.16% ₹ 98.26 Cr.
HDFC Bank Ltd. 4.20% ₹ 67.04 Cr.
ICICI Bank Ltd. 4.17% ₹ 66.62 Cr.
State Bank Of India 3.85% ₹ 61.39 Cr.
Mindtree Ltd. 3.63% ₹ 57.99 Cr.
Others 77.99% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 0.54%
TREPS 0.38%
Net Receivables -0.60%