Mutual Fund Research

Sundaram Large and Mid Cap Fund(G)

As on Dec-08-2022 change fund
57.17  up0.31 (0.55%)

fund objective

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


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)31.7334.4725.6543.8254.46
Net Assets(Rs Crores) (as on 31-Mar-2022) 337.34 578.79 884.73 1479.79 5016.53
Scheme Returns(%)(Absolute)12.877.75-25.9674.6922.92
B'mark Returns(%)(Absolute)NANANANANA
Category Rank88/35338/261147/234117/21881/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.7.79 
Reliance Industries Ltd.4.23 
HDFC Bank Ltd.3.78 
Infosys Ltd.3.75 
Bajaj Finserv Ltd.2.66 
Larsen & Toubro Ltd.2.65 
Varun Beverages Ltd.2.42 
State Bank Of India2.40 
Axis Bank Ltd.2.37 
Canara Bank2.15 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Ravi Gopalakrishnan,Ashish Agarwal

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private13.94
IT - Software6.66
Bank - Public5.80
Consumer Food3.48
Auto Ancillary3.41
Finance - Investment3.25
Pharmaceuticals & Drugs2.94
Plastic Products2.94

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • 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)Large-Growth 27-Feb-20075,243.392.3216.1712.2114.2411.67
Quant Large & Mid Cap Fund(G)Large-Growth 11-Dec-2006438.6313.7927.2414.8218.8313.66
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19986,183.3212.4322.6012.8714.7518.25
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-19938,993.0311.2121.9713.5016.6514.74
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-19947,916.779.4621.8713.1412.1812.23
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201023,690.651.0720.8314.3322.0420.33
Canara Rob Emerg Equities Fund-Reg(G)Large-Growth 11-Mar-200515,854.152.1620.6512.2319.8117.19
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,547.596.0820.5110.6312.7712.40
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019420.180.6419.92NANA19.92
Tata Large & Mid Cap Fund(G)Large-Growth 25-Feb-19933,695.2913.6119.7513.6015.4612.90
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20188,459.58-6.3619.73NANA18.28
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-20071,695.785.1919.6013.2014.5911.69
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-200411,662.479.9819.3812.9415.6118.25
IDFC Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,532.0810.0319.2911.0212.9312.41
Bank of India Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008217.955.9119.1810.1713.0513.95
Motilal Oswal Large & Midcap Fund-Reg(G)Large-Growth 17-Oct-20191,378.194.2018.73NANA19.58
Nippon India Vision Fund(G)Large-Growth 08-Oct-19953,290.815.8117.927.5512.5117.85
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015251.114.8117.8711.02NA14.37
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20007,457.115.4917.6610.8415.4317.43
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,774.33-0.6316.879.3813.4915.26
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20151,990.941.8116.3111.08NA12.48
HSBC Large & Mid Cap Fund-Reg(G)Large-Growth 28-Mar-2019511.200.5515.97NANA13.74
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20074,007.574.6115.1511.3714.8411.73
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19955,444.81-9.0614.157.3314.4617.06
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)Large-Growth 30-Dec-20191,093.234.02NANANA21.65
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020778.102.79NANANA26.80
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