Mutual Fund Research

Sundaram Large and Mid Cap Fund(G)

As on Jun-02-2023 change fund
57.62  up0.29 (0.51%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)34.4725.6543.8254.4652.59
Net Assets(Rs Crores) (as on 31-Mar-2023) 578.79 884.73 1479.79 5016.53 4833.45
Scheme Returns(%)(Absolute)7.75-25.9674.6922.92-4.09
B'mark Returns(%)(Absolute)NANANANANA
Category Rank38/261147/234117/21881/20423/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-11.6312.942.09-5.22
2021-20228.3614.873.10-3.16
2020-202118.0010.8018.0510.69
2019-20201.830.324.46-30.28
2018-20193.15-1.603.553.38
Top 10 holdings
company (%)
ICICI Bank Ltd.5.17 
Reliance Industries Ltd.4.19 
HDFC Bank Ltd.4.15 
Infosys Ltd.3.24 
State Bank Of India2.68 
Larsen & Toubro Ltd.2.45 
Axis Bank Ltd.2.35 
Housing Development Finance Co...2.26 
Sona BLW Precision Forgings Ltd.1.99 
The Indian Hotels Company Ltd.1.86 

Category

Large & Mid Cap

Launch Date

27-Feb-07

Scheme Benchmark

NA

AUM ( in Cr.)

5,024.03

portfolio price to book value

6.28

investing style?

Large Growth

fund manager?

Ravi Gopalakrishnan,Ashish Agarwal

inception date (regular plan)

27-Feb-07

expense ratio (regular plan) %

1.86

Top 10 sectors
sectors (%)
Bank - Private15.17
IT - Software8.10
Bank - Public5.57
Refineries4.19
Auto Ancillary3.59
Automobiles-Trucks/Lcv2.78
Engineering - Construction2.45
Pharmaceuticals & Drugs2.44
Finance - NBFC2.44
Logistics2.29

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

to go
  • 1M
  • 3M
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  • maximum
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)(Adjusted)Large-Growth 27-Feb-20075,024.0313.5725.8511.4717.9813.68
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-19948,589.4817.1931.9813.9812.0512.10
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19987,364.4416.3630.8014.1915.1017.95
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-199310,512.2618.7830.0114.5116.9714.56
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,619.5016.1628.8011.4513.1312.11
Motilal Oswal Large & Midcap Fund-Reg(G)Large-Growth 17-Oct-20191,543.3522.6528.01NANA18.28
Bandhan Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,446.7617.9927.9511.2613.5612.11
Mahindra Manulife Large & Mid Cap Fund-Reg(G)Large-Growth 30-Dec-20191,129.5710.5327.55NANA18.55
Nippon India Vision Fund(G)Large-Growth 08-Oct-19953,119.5214.3027.5311.1013.2817.61
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015240.2713.2127.2711.96NA13.66
Tata Large & Mid Cap Fund-Reg(G)Large-Growth 25-Feb-19934,043.2221.2627.1214.5215.6112.74
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,597.318.1226.869.2413.9014.83
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201024,541.339.6226.8015.2822.3119.50
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-200412,513.6717.5426.3014.1916.2317.94
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-20071,822.9614.2726.2612.9614.8911.41
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20188,376.8314.8725.89NANA18.11
Quant Large & Mid Cap Fund(G)Large-Growth 11-Dec-2006796.0511.5425.8414.8119.1112.87
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019435.0112.0725.44NANA17.29
Canara Rob Emerg Equities Fund-Reg(G)Large-Growth 11-Mar-200516,058.0510.9025.1812.5521.0116.72
HSBC Large & Mid Cap Fund-Reg(G)Large-Growth 28-Mar-20192,042.7016.2024.90NANA13.39
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20007,326.0315.1724.8812.0315.6317.07
Bank of India Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008213.2215.2424.879.8113.1513.42
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20151,956.356.6022.3511.00NA11.46
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19954,937.039.6522.098.7715.1816.79
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20073,783.3014.4221.9710.9214.7711.41
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020745.5214.76NANANA22.02
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