MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Large And Mid Cap Fund

Sundaram Large And Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.91

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,514 today.

Invest Now

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

  • ₹ 58.255

    as on 07 Jun 2023
  • Regular - Growth

  • 14 / 26

  • ₹ 100

  • ₹ 4,833 Cr.

    as on 31 Mar 2023
  • 1.87%

  • 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 ₹ 58.255 as on 07 Jun 2023.

This fund has 16 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.87%. 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 9.19% 14.66% 15.61% 37.65% 29.35% 31.18% 18.93% 23.54% 25.26% 14.37% 21.43% 19.50% 18.77%
Category Average 5.15% 7.51% 4.12% 18.57% 12.08% 25.51% 12.61% 16.55% 16.00% 9.96% 16.23% 16.31% 14.37%
Sundaram Large And Mid Cap Fund 5.68%₹ 10,567 7.39%₹ 10,739 2.45%₹ 10,245 17.33%₹ 11,733 14.09%₹ 12,892 11.84%₹ 12,508 8.56%₹ 26,167 24.91%₹ 19,514 15.15%₹ 45,067 11.88%₹ 17,537 14.98%₹ 87,294 15.77%₹ 43,283 14.28%₹ 2,53,067
SBI Large & Midcap Fund 5.09%₹ 10,508 7.68%₹ 10,767 3.41%₹ 10,341 22.23%₹ 12,222 18.07%₹ 13,139 13.89%₹ 12,970 13.34%₹ 27,407 29.42%₹ 21,709 20.00%₹ 48,260 14.73%₹ 19,886 18.97%₹ 96,234 17.17%₹ 48,818 15.80%₹ 2,74,624
ICICI Prudential Large & Mid Cap Fund 4.83%₹ 10,483 6.75%₹ 10,674 3.49%₹ 10,349 19.61%₹ 11,961 16.79%₹ 13,060 16.66%₹ 13,609 14.15%₹ 27,620 30.16%₹ 22,085 21.43%₹ 49,228 14.38%₹ 19,581 19.51%₹ 97,504 15.37%₹ 41,811 14.75%₹ 2,59,495
HDFC Growth Opportunities Fund 5.61%₹ 10,560 8.81%₹ 10,880 4.43%₹ 10,442 21.28%₹ 12,127 19.31%₹ 13,215 14.54%₹ 13,118 14.01%₹ 27,583 31.18%₹ 22,604 21.07%₹ 48,986 14.24%₹ 19,464 19.40%₹ 97,257 - -
Kotak Equity Opportunities Fund 5.22%₹ 10,521 7.78%₹ 10,777 5.47%₹ 10,546 21.94%₹ 12,193 19.03%₹ 13,198 12.84%₹ 12,732 12.98%₹ 27,312 26.05%₹ 20,050 17.66%₹ 46,698 14.36%₹ 19,569 17.71%₹ 93,319 16.52%₹ 46,169 15.36%₹ 2,68,253
Mirae Asset Emerging Bluechip Fund 4.92%₹ 10,491 6.64%₹ 10,663 2.08%₹ 10,207 13.75%₹ 11,375 12.21%₹ 12,775 8.33%₹ 11,734 6.54%₹ 25,650 26.60%₹ 20,319 14.03%₹ 44,351 15.59%₹ 20,646 17.13%₹ 92,015 22.57%₹ 76,602 18.77%₹ 3,22,218

Portfolio Holdings

Portfolio holdings pattern of Sundaram Large And Mid Cap Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    94.69%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    5.34%

Top Sector Holdings of Sundaram Large And Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.83% ₹ 959.12 Cr.
Computers - Software 8.13% ₹ 392.74 Cr.
Auto ancillaries 4.28% ₹ 206.59 Cr.
Refineries/Marketing 4.20% ₹ 202.80 Cr.
NBFC 3.62% ₹ 175.45 Cr.
Others 59.94% -

Top Stock Holdings of Sundaram Large And Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.26% ₹ 254.40 Cr.
Reliance Industries Ltd. 4.20% ₹ 202.80 Cr.
HDFC Bank Ltd. 4.11% ₹ 198.78 Cr.
Infosys Ltd. 3.84% ₹ 185.59 Cr.
State Bank Of India 2.52% ₹ 122.03 Cr.
Others 80.07% -

Top Debt Instrument Type holdings of Sundaram Large And Mid Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .70 Cr.
Others 99.99% -

Top Debt Holdings of Sundaram Large And Mid Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .70 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 5.01%
Reverse Repo 0.52%
Net Receivables -0.19%