Reliabull Wealth Managers Pvt. Ltd.

Sundaram Large and Mid Cap Fund(G)

As on Jul-27-2021 change fund

49.50

-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 year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	27.98	31.73	34.47	25.65	43.82
Net Assets(Rs Crores) (as on 31-Mar-2021)	270.41	337.34	578.79	884.73	1479.79
Scheme Returns(%)(Absolute)	29.39	12.87	7.75	-25.96	74.69
B'mark Returns(%)(Absolute)	NA	0.34	3.97	-28.63	89.68
Category Rank	104/312	88/353	38/261	147/234	117/218

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2021-2022	8.36	NA	NA	NA
2020-2021	18.00	10.80	18.05	10.69
2019-2020	1.83	0.32	4.46	-30.28
2018-2019	3.15	-1.60	3.55	3.38
2017-2018	3.65	3.00	11.17	-4.47

Top 10 holdings

company	(%)
Infosys Ltd.	6.16
HDFC Bank Ltd.	4.20
ICICI Bank Ltd.	4.17
State Bank Of India	3.85
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

Top 10 sectors

sectors	(%)
IT - Software	13.76
Bank - Private	13.61
Pharmaceuticals & Drugs	8.19
Refineries	5.36
Bank - Public	3.85
Consumer Food	3.61
Engineering - Construction	3.58
Consumer Durables - Domestic Appliances	3.44
Finance - Others	3.40
Pesticides & Agrochemicals	3.27

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

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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-2007	1,595.96	54.96	13.34	15.38	12.84	11.73
Mirae Asset Emerging Bluechip-Reg(G)	Large-Growth	09-Jul-2010	18,675.71	64.67	21.91	20.67	22.65	21.98
Quant Large & Mid Cap Fund(G)	Large-Blend	11-Dec-2006	17.55	52.58	17.15	14.83	15.04	12.99
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	4,301.91	65.16	16.65	14.80	15.41	14.73
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	6,514.78	61.76	16.57	15.43	14.89	18.18
Tata Large & Mid Cap Fund(G)	Large-Growth	25-Feb-1993	2,397.66	48.97	16.22	13.48	14.23	12.74
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	9,632.66	59.44	15.88	17.64	20.02	17.90
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	6,823.89	51.57	15.66	15.11	14.87	18.74
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	833.22	58.62	15.29	15.20	13.73	11.84
Principal Emerging Bluechip Fund(G)	Large-Growth	12-Nov-2008	2,840.76	61.98	14.83	16.51	19.16	24.65
HDFC Large and Mid Cap Fund-Reg(G)	Large-Growth	18-Feb-1994	2,526.06	66.03	14.53	13.09	10.74	12.04
UTI Core Equity Fund-Reg(G)	Large-Growth	20-May-2009	1,072.76	68.30	13.90	12.62	12.57	12.72
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	4,075.54	60.11	13.81	12.57	13.20	18.12
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	1,206.64	52.08	13.63	15.43	NA	12.90
Invesco India Growth Opp Fund(G)	Large-Growth	09-Aug-2007	3,930.89	47.68	12.94	14.83	14.20	12.04
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	3,030.66	57.47	12.71	10.85	10.75	18.21
Navi Large & Midcap Fund-Reg(G)	Large-Growth	07-Dec-2015	122.50	57.59	12.67	13.42	NA	14.57
IDFC Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	2,394.46	61.98	12.29	13.56	12.36	12.41
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	5,466.73	61.00	12.27	12.83	14.70	17.94
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	2,730.71	69.70	12.21	11.55	13.29	15.94
BOI AXA Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	200.08	57.70	12.19	13.47	12.32	14.41
L&T Large and Midcap Fund-Reg(G)	Large-Growth	22-May-2006	1,360.83	45.52	10.16	11.85	13.25	13.10
Axis Growth Opp Fund-Reg(G)	Large-Growth	22-Oct-2018	3,547.24	66.35	NA	NA	NA	26.33
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	697.11	65.33	NA	NA	NA	28.36
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)	Large-Growth	30-Dec-2019	370.80	60.77	NA	NA	NA	29.59
HSBC Large & Mid Cap Equity Fund-Reg(G)	Large-Growth	28-Mar-2019	520.57	56.85	NA	NA	NA	17.87
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	218.59	49.90	NA	NA	NA	26.88
Baroda Large & Mid Cap Fund-Reg(G)	Large-Growth	04-Sep-2020	639.23	NA	NA	NA	NA	44.60

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