Mutual Fund Research

Sundaram Large and Mid Cap Fund(G)

As on Jul-27-2021 change fund
49.50  up-0.30 (-0.60%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)27.9831.7334.4725.6543.82
Net Assets(Rs Crores) (as on 31-Mar-2021) 270.41 337.34 578.79 884.73 1479.79
Scheme Returns(%)(Absolute)29.3912.877.75-25.9674.69
B'mark Returns(%)(Absolute)NA0.343.97-28.6389.68
Category Rank104/31288/35338/261147/234117/218
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2021-20228.36NANANA
2020-202118.0010.8018.0510.69
2019-20201.830.324.46-30.28
2018-20193.15-1.603.553.38
2017-20183.653.0011.17-4.47
Top 10 holdings
company (%)
Infosys Ltd.6.16 
HDFC Bank Ltd.4.20 
ICICI Bank Ltd.4.17 
State Bank Of India3.85 
Mindtree Ltd.3.63 
Larsen & Toubro Ltd.3.58 
PI Industries Ltd.3.27 
Axis Bank Ltd.3.09 
Reliance Industries Ltd.3.01 
Astral Ltd.2.59 

Category

Market Cap Fund

Launch Date

27-Feb-07

Scheme Benchmark

NA

AUM ( in Cr.)

1,595.96

portfolio price to book value

6.56

investing style?

Large Growth

fund manager?

Rahul Baijal,S. Bharath

inception date (regular plan)

27-Feb-07

expense ratio (regular plan) %

2.21

Top 10 sectors
sectors (%)
IT - Software 13.76
Bank - Private13.61
Pharmaceuticals & Drugs8.19
Refineries5.36
Bank - Public3.85
Consumer Food3.61
Engineering - Construction3.58
Consumer Durables - Domestic Appliances3.44
Finance - Others3.40
Pesticides & Agrochemicals3.27

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Large and Mid Cap Fund(G)Large-Growth 27-Feb-20071,595.9654.9613.3415.3812.8411.73
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201018,675.7164.6721.9120.6722.6521.98
Quant Large & Mid Cap Fund(G)Large-Blend 11-Dec-200617.5552.5817.1514.8315.0412.99
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-19934,301.9165.1616.6514.8015.4114.73
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20006,514.7861.7616.5715.4314.8918.18
Tata Large & Mid Cap Fund(G)Large-Growth 25-Feb-19932,397.6648.9716.2213.4814.2312.74
Canara Rob Emerg Equities Fund-Reg(G)Large-Growth 11-Mar-20059,632.6659.4415.8817.6420.0217.90
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-20046,823.8951.5715.6615.1114.8718.74
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-2007833.2258.6215.2915.2013.7311.84
Principal Emerging Bluechip Fund(G)Large-Growth 12-Nov-20082,840.7661.9814.8316.5119.1624.65
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-19942,526.0666.0314.5313.0910.7412.04
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,072.7668.3013.9012.6212.5712.72
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19984,075.5460.1113.8112.5713.2018.12
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20151,206.6452.0813.6315.43NA12.90
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20073,930.8947.6812.9414.8314.2012.04
Nippon India Vision Fund(G)Large-Growth 08-Oct-19953,030.6657.4712.7110.8510.7518.21
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015122.5057.5912.6713.42NA14.57
IDFC Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,394.4661.9812.2913.5612.3612.41
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19955,466.7361.0012.2712.8314.7017.94
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,730.7169.7012.2111.5513.2915.94
BOI AXA Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008200.0857.7012.1913.4712.3214.41
L&T Large and Midcap Fund-Reg(G)Large-Growth 22-May-20061,360.8345.5210.1611.8513.2513.10
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20183,547.2466.35NANANA26.33
Motilal Oswal Large & Midcap Fund-Reg(G)Large-Growth 17-Oct-2019697.1165.33NANANA28.36
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)Large-Growth 30-Dec-2019370.8060.77NANANA29.59
HSBC Large & Mid Cap Equity Fund-Reg(G)Large-Growth 28-Mar-2019520.5756.85NANANA17.87
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019218.5949.90NANANA26.88
Baroda Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020639.23NANANANA44.60
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