Mutual Fund Research

Sundaram Large and Mid Cap Fund(G)

As on Sep-22-2023 change fund
62.72  up-0.17 (-0.27%)

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 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
Top 10 holdings
company (%)
HDFC Bank Ltd.5.74 
ICICI Bank Ltd.4.90 
Reliance Industries Ltd.3.82 
Infosys Ltd.3.41 
Axis Bank Ltd.2.44 
State Bank Of India2.39 
Larsen & Toubro Ltd.2.32 
Cholamandalam Investment and F...1.66 
Sun Pharmaceutical Industries...1.58 
Tata Consultancy Services Ltd.1.58 


Large & Mid Cap

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 - Private15.71
IT - Software8.84
Pharmaceuticals & Drugs5.41
Bank - Public4.30
Auto Ancillary2.82
Finance - NBFC2.74
Engineering - Construction2.32
Plastic Products2.25

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-20075,477.2311.3223.6113.5117.1911.71
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-199411,197.5422.4232.0916.9914.1612.50
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19989,364.5319.2631.5116.0615.7518.21
Motilal Oswal Large & Midcap Fund-Reg(G)Large-Growth 17-Oct-20192,080.5125.4230.35NANA20.63
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,925.8920.5329.1014.4514.6412.87
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-199314,682.2615.3428.7216.4118.2514.74
Mahindra Manulife Large & Mid Cap Fund-Reg(G)Large-Growth 30-Dec-20191,378.2616.3928.12NANA21.00
Quant Large & Mid Cap Fund(G)Large-Growth 11-Dec-20061,032.9313.5428.0417.4821.2113.45
Bandhan Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,846.5922.1427.0814.2915.1212.74
Nippon India Vision Fund(G)Large-Growth 08-Oct-19953,503.0716.2926.0713.3615.4217.84
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-200415,013.3917.3725.6816.5217.4518.26
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201028,439.2816.4025.3417.6224.4720.09
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,846.2512.2625.2311.6515.0115.19
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20008,869.4217.5025.1814.8216.9717.42
Tata Large & Mid Cap Fund-Reg(G)Large-Growth 25-Feb-19935,125.3414.7725.1216.5816.3012.89
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015270.2213.5724.8314.50NA14.32
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-20072,197.4612.8924.7615.1515.9811.81
HSBC Large & Mid Cap Fund-Reg(G)Large-Growth 28-Mar-20192,335.5517.1924.07NANA14.77
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020834.2415.0624.03NANA23.40
Bank of India Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008229.8813.5324.0213.9114.2513.93
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20189,686.0413.0623.82NANA18.58
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019521.7912.4523.28NANA18.81
Canara Rob Emerg Equities Fund-Reg(G)Large-Growth 11-Mar-200517,939.379.4322.7414.5922.9816.91
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20152,197.937.2421.3813.17NA12.28
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20074,072.1914.0820.7012.6515.8311.79
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19955,244.1312.0020.1411.2416.3516.99
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