Fund Performance
Lumpsum
SIP
18.81
as on 23 Sep 20213 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,793 today.
NAV Performance
Fund Information
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₹ 55.842
as on 23 Sep 2021 -
Regular - Growth
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10 / 26
-
₹ 100
-
₹ 1,596 Cr.
as on 23 Sep 2021 -
2.2%
since 31 May 2021 -
27 Feb 2007
-
Nifty 50
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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
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Rahul Baijal
Mr. 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
Top Sector Holdings of Sundaram Large And Mid Cap Fund
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| Reverse Repo | 0.54% |
| TREPS | 0.38% |
| Net Receivables | -0.60% |