Mutual Fund Research

Sundaram Large and Mid Cap Fund(G)

As on Dec-06-2021 change fund
54.25  up-0.80 (-1.45%)

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 year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)27.9831.7334.4725.6543.82
Net Assets(Rs Crores) (as on 31-Mar-2021) 270.41 337.34 578.79 884.73 1479.79
Scheme Returns(%)(Absolute)29.3912.877.75-25.9674.69
B'mark Returns(%)(Absolute)NA0.343.97-28.6389.68
Category Rank104/31288/35338/261147/234117/218
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2021-20228.3614.87NANA
2020-202118.0010.8018.0510.69
2019-20201.830.324.46-30.28
2018-20193.15-1.603.553.38
2017-20183.653.0011.17-4.47
Top 10 holdings
company (%)
Infosys Ltd.5.62 
ICICI Bank Ltd.4.86 
HDFC Bank Ltd.4.33 
Reliance Industries Ltd.4.24 
State Bank Of India3.99 
Mindtree Ltd.3.65 
Larsen & Toubro Ltd.3.65 
Schaeffler India Ltd.2.87 
Bajaj Finserv Ltd.2.77 
PI Industries Ltd.2.73 

Category

Market Cap Fund

Launch Date

27-Feb-07

Scheme Benchmark

NA

AUM ( in Cr.)

1,844.45

portfolio price to book value

7.41

investing style?

Large Growth

fund manager?

Rahul Baijal,S. Bharath

inception date (regular plan)

27-Feb-07

expense ratio (regular plan) %

2.18

Top 10 sectors
sectors (%)
IT - Software13.71
Bank - Private13.27
Refineries6.06
Auto Ancillary5.15
Pharmaceuticals & Drugs4.98
Finance - Investment4.64
Bank - Public3.99
Engineering - Construction3.65
Cement & Construction Materials3.22
Consumer Food2.89

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

to go
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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-20071,844.4541.6219.1417.6315.9512.12
Axis Growth Opp Fund-Reg(G)Mid-Growth 22-Oct-20185,006.1246.5227.34NANA26.50
Mirae Asset Emerging Bluechip-Reg(G)Mid-Growth 09-Jul-201021,634.6840.9525.6221.5324.7521.88
Quant Large & Mid Cap Fund(G)Mid-Growth 11-Dec-200633.2543.5923.5516.9018.5513.41
Canara Rob Emerg Equities Fund-Auto Repurchase(G)Mid-Growth 11-Mar-200511,773.9737.4722.6319.4622.9917.96
Principal Emerging Bluechip Fund(G)Mid-Growth 12-Nov-20083,200.1041.9821.9718.1622.1424.66
Aditya Birla SL Equity Advantage Fund(G)Mid-Growth 24-Feb-19956,200.6238.8820.7715.4517.1418.04
HDFC Large and Mid Cap Fund-Reg(G)Mid-Growth 18-Feb-19943,498.9445.8620.3816.0913.1712.22
Edelweiss Large & Mid Cap Fund-Reg(G)Mid-Growth 14-Jun-20071,060.8941.2620.3618.4515.5812.04
BOI AXA Large & Mid Cap Equity Fund-Eco(G)Mid-Growth 21-Oct-2008211.7335.1420.2415.2113.7814.34
SBI Large & Midcap Fund-Reg(G)Mid-Growth 28-Feb-19935,368.3140.7220.0317.0717.5014.77
Kotak Equity Opp Fund(G)Mid-Growth 09-Sep-20048,206.3330.1819.6216.1816.3418.55
LIC MF Large & Midcap Fund-Reg(G)Mid-Growth 25-Feb-20151,500.8434.9619.5816.37NA13.63
DSP Equity Opportunities Fund-Reg(G)Mid-Growth 16-May-20006,969.0733.6319.5615.7016.2817.86
ICICI Pru Large & Mid Cap Fund(G)Mid-Growth 09-Jul-19983,671.4343.4719.5414.6715.1818.35
Navi Large & Midcap Fund-Reg(G)Mid-Growth 07-Dec-2015138.9643.6619.4715.50NA15.44
Tata Large & Mid Cap Fund(G)Mid-Growth 25-Feb-19932,704.9029.9419.2315.3415.9812.77
Franklin India Equity Advantage Fund(G)Mid-Growth 02-Mar-20052,937.8840.0317.5513.9015.2616.06
UTI Core Equity Fund-Reg(G)Mid-Growth 20-May-20091,212.0947.3117.4515.0913.8112.81
Nippon India Vision Fund(G)Mid-Growth 08-Oct-19953,162.1635.6517.3812.7213.3618.20
Invesco India Growth Opp Fund(G)Mid-Growth 09-Aug-20074,220.2229.8817.3216.8715.8912.03
IDFC Core Equity Fund-Reg(G)Mid-Growth 09-Aug-20052,414.0535.9115.9215.0414.2712.45
L&T Large and Midcap Fund-Reg(G)Mid-Growth 22-May-20061,466.6231.4515.9013.8615.3213.27
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)Mid-Growth 30-Dec-2019476.3847.45NANANA29.93
Motilal Oswal Large & Midcap Fund-Reg(G)Mid-Growth 17-Oct-2019983.4543.48NANANA25.93
Union Large & Midcap Fund-Reg(G)Mid-Growth 06-Dec-2019274.4541.07NANANA29.03
Baroda Large & Mid Cap Fund-Reg(G)Mid-Growth 04-Sep-2020640.6140.94NANANA46.23
HSBC Large & Mid Cap Equity Fund-Reg(G)Mid-Growth 28-Mar-2019522.6834.63NANANA17.68
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