Reliabull Wealth Managers Pvt. Ltd.

Sundaram Large and Mid Cap Fund(G)

As on Sep-22-2023 change fund

62.72

-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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 31-Mar-2023)	34.47	25.65	43.82	54.46	52.59
Net Assets(Rs Crores) (as on 31-Mar-2023)	578.79	884.73	1479.79	5016.53	4833.45
Scheme Returns(%)(Absolute)	7.75	-25.96	74.69	22.92	-4.09
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	38/261	147/234	117/218	81/204	23/27

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

financial year	Q1	Q2	Q3	Q4
2023-2024	13.24	NA	NA	NA
2022-2023	-11.63	12.94	2.09	-5.22
2021-2022	8.36	14.87	3.10	-3.16
2020-2021	18.00	10.80	18.05	10.69
2019-2020	1.83	0.32	4.46	-30.28

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 India	2.39
Larsen & Toubro Ltd.	2.32
Cholamandalam Investment and F...	1.66
Sun Pharmaceutical Industries...	1.58
Tata Consultancy Services Ltd.	1.58

Top 10 sectors

sectors	(%)
Bank - Private	15.71
IT - Software	8.84
Pharmaceuticals & Drugs	5.41
Bank - Public	4.30
Refineries	3.82
Auto Ancillary	2.82
Finance - NBFC	2.74
Automobiles-Trucks/Lcv	2.40
Engineering - Construction	2.32
Plastic Products	2.25

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	5,477.23	11.32	23.61	13.51	17.19	11.71
HDFC Large and Mid Cap Fund-Reg(G)	Large-Growth	18-Feb-1994	11,197.54	22.42	32.09	16.99	14.16	12.50
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	9,364.53	19.26	31.51	16.06	15.75	18.21
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	2,080.51	25.42	30.35	NA	NA	20.63
UTI Core Equity Fund-Reg(G)	Large-Growth	20-May-2009	1,925.89	20.53	29.10	14.45	14.64	12.87
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	14,682.26	15.34	28.72	16.41	18.25	14.74
Mahindra Manulife Large & Mid Cap Fund-Reg(G)	Large-Growth	30-Dec-2019	1,378.26	16.39	28.12	NA	NA	21.00
Quant Large & Mid Cap Fund(G)	Large-Growth	11-Dec-2006	1,032.93	13.54	28.04	17.48	21.21	13.45
Bandhan Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	2,846.59	22.14	27.08	14.29	15.12	12.74
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	3,503.07	16.29	26.07	13.36	15.42	17.84
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	15,013.39	17.37	25.68	16.52	17.45	18.26
Mirae Asset Emerging Bluechip-Reg(G)	Large-Growth	09-Jul-2010	28,439.28	16.40	25.34	17.62	24.47	20.09
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	2,846.25	12.26	25.23	11.65	15.01	15.19
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	8,869.42	17.50	25.18	14.82	16.97	17.42
Tata Large & Mid Cap Fund-Reg(G)	Large-Growth	25-Feb-1993	5,125.34	14.77	25.12	16.58	16.30	12.89
Navi Large & Midcap Fund-Reg(G)	Large-Growth	07-Dec-2015	270.22	13.57	24.83	14.50	NA	14.32
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	2,197.46	12.89	24.76	15.15	15.98	11.81
HSBC Large & Mid Cap Fund-Reg(G)	Large-Growth	28-Mar-2019	2,335.55	17.19	24.07	NA	NA	14.77
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)	Large-Growth	04-Sep-2020	834.24	15.06	24.03	NA	NA	23.40
Bank of India Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	229.88	13.53	24.02	13.91	14.25	13.93
Axis Growth Opp Fund-Reg(G)	Large-Growth	22-Oct-2018	9,686.04	13.06	23.82	NA	NA	18.58
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	521.79	12.45	23.28	NA	NA	18.81
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	17,939.37	9.43	22.74	14.59	22.98	16.91
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	2,197.93	7.24	21.38	13.17	NA	12.28
Invesco India Growth Opp Fund(G)	Large-Growth	09-Aug-2007	4,072.19	14.08	20.70	12.65	15.83	11.79
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	5,244.13	12.00	20.14	11.24	16.35	16.99

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