Sundaram Large and Mid Cap Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.73 %
Expense Ratio
★★
Rating
6,194
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 37.7% 21.4% 17.4% 15.9%
Category Average 44.4% 23% 20.2% -

Scheme Allocation

By Holding
By Sector
By Asset
4.71%
4.58%
Others
80.99%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 4.71%
HDFC Bank Banks Equity 4.58%
Reliance Industr Refineries Equity 4.17%
St Bk of India Banks Equity 2.87%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.67%
Infosys IT - Software Equity 2.06%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.04%
Sun Pharma.Inds. Pharmaceuticals Equity 1.87%
Axis Bank Banks Equity 1.86%
TCS IT - Software Equity 1.74%
Oberoi Realty Realty Equity 1.61%
Power Fin.Corpn. Finance Equity 1.59%
Bharti Airtel Telecomm-Service Equity 1.59%
Dixon Technolog. Consumer Durables Equity 1.58%
Container Corpn. Logistics Equity 1.57%
Varun Beverages FMCG Equity 1.52%
Cholaman.Inv.&Fn Finance Equity 1.51%
NTPC Power Generation & Distribution Equity 1.5%
Tata Motors Automobile Equity 1.44%
Lupin Pharmaceuticals Equity 1.41%
A B B Capital Goods - Electrical Equipment Equity 1.39%
Hindalco Inds. Non Ferrous Metals Equity 1.36%
Uno Minda Auto Ancillaries Equity 1.35%
Persistent Sys IT - Software Equity 1.33%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.26%
IndusInd Bank Banks Equity 1.25%
Canara Bank Banks Equity 1.22%
Multi Comm. Exc. Financial Services Equity 1.22%
United Breweries Alcoholic Beverages Equity 1.2%
UltraTech Cem. Cement Equity 1.18%
Sona BLW Precis. Auto Ancillaries Equity 1.17%
Indian Hotels Co Hotels & Restaurants Equity 1.15%
Dr Reddy's Labs Pharmaceuticals Equity 1.14%
Mphasis IT - Software Equity 1.14%
Max Healthcare Healthcare Equity 1.13%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.12%
B H E L Capital Goods - Electrical Equipment Equity 1.12%
P I Industries Agro Chemicals Equity 1.09%
Federal Bank Banks Equity 1.09%
ITC Tobacco Products Equity 1.07%
Polycab India Cables Equity 1.06%
Tube Investments Auto Ancillaries Equity 1.02%
Tata Steel Steel Equity 1.01%
Aurobindo Pharma Pharmaceuticals Equity 1%
Hero Motocorp Automobile Equity 0.99%
Metro Brands Leather Equity 0.95%
Astral Plastic products Equity 0.92%
Hind. Unilever FMCG Equity 0.91%
Titan Company Diamond, Gems and Jewellery Equity 0.9%
Avenue Super. Retail Equity 0.9%
Mold-Tek Pack. Packaging Equity 0.9%
Fortis Health. Healthcare Equity 0.88%
Delhivery Logistics Equity 0.88%
Max Financial Finance Equity 0.81%
Doms Industries Printing & Stationery Equity 0.81%
REC Ltd Finance Equity 0.8%
Schaeffler India Bearings Equity 0.8%
Dalmia BharatLtd Cement Equity 0.78%
Bank of India Banks Equity 0.78%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.76%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 0.76%
Divi's Lab. Pharmaceuticals Equity 0.75%
Bharat Forge Castings, Forgings & Fastners Equity 0.67%
Bajaj Finance Finance Equity 0.67%
H P C L Refineries Equity 0.65%
Kajaria Ceramics Ceramic Products Equity 0.65%
Page Industries Readymade Garments/ Apparells Equity 0.61%
Ashok Leyland Automobile Equity 0.61%
Alkem Lab Pharmaceuticals Equity 0.6%
Bajaj Finserv Finance Equity 0.58%
Sundram Fasten. Auto Ancillaries Equity 0.58%
TCI Express Logistics Equity 0.53%
LTIMindtree IT - Software Equity 0.52%
Relaxo Footwear Leather Equity 0.46%
Balkrishna Inds Tyres Equity 0.45%
Union Bank (I) Banks Equity 0.44%
JSW Infrast Marine Port & Services Equity 0.44%
Laurus Labs Pharmaceuticals Equity 0.42%
Torrent Power Power Generation & Distribution Equity 0.41%
Mankind Pharma Pharmaceuticals Equity 0.41%
Coal India Mining & Mineral products Equity 0.35%
Bharat Electron Aerospace & Defence Equity 0.33%
Tata Power Co. Power Generation & Distribution Equity 0.25%
Banks
18.98%
Pharmaceuticals & Biotech
7.81%
IT-Software
7.78%
Industrial Products
5.66%
Finance
5.53%
Others
54.24%
View all Sectors
Sectors Asset
Banks 18.98%
Pharmaceuticals & Biotech 7.81%
IT-Software 7.78%
Industrial Products 5.66%
Finance 5.53%
Auto Components 5.5%
Retailing 4.48%
Petroleum Products 4.45%
Consumer Durables 4.44%
Transport Services 3.13%
Beverages 2.98%
Electrical Equipments 2.96%
Construction 2.62%
Automobiles 2.27%
Cement & Cement Products 2.04%
Diversified FMCG 2.01%
Power 1.92%
Healthcare Services 1.85%
Capital Markets 1.56%
Telecom-Services 1.51%
Realty 1.48%
Non-Ferrous Metals 1.23%
Debt 1.16%
Leisure Services 1.15%
Ferrous Metals 0.92%
Fertilisers & Agrochemica 0.88%
Insurance 0.79%
Household Products 0.79%
Textiles & Apparels 0.62%
Agricultural, Commercial 0.61%
Transport Infrastructure 0.46%
Chemicals & Petrochemical 0.38%
Cash & Others 0.05%
Equity
97.87%
Reverse Repos
1.3%
Mutual Funds Units
0.97%
Net Curr Ass/Net Receivables
-0.14%
Others
0%

Advance Ratio

-1.5
Alpha
3.87
SD
0.96
Beta
0.9
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

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

Fund Managers

Ravi Gopalakrishnan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Large and Mid Cap Fund – Direct Growth ?

You can invest in Sundaram Large and Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Large and Mid Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Large and Mid Cap Fund – Direct Growth ?

The NAV of Sundaram Large and Mid Cap Fund – Direct Growth is ₹81.9 as of 22 April 2024.

How to redeem Sundaram Large and Mid Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Large and Mid Cap Fund – Direct Growth?

The minimum SIP amount of Sundaram Large and Mid Cap Fund – Direct Growth is ₹100

What are the top sectors Sundaram Large and Mid Cap Fund – Direct Growth has invested in?

The top sectors Sundaram Large and Mid Cap Fund – Direct Growth has invested in are
  1. Banks - 18.98%
  2. Pharmaceuticals & Biotech - 7.81%
  3. IT-Software - 7.78%
  4. Industrial Products - 5.66%
  5. Finance - 5.53%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Large and Mid Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Large and Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Large and Mid Cap Fund – Direct Growth generated ?

The Sundaram Large and Mid Cap Fund – Direct Growth has delivered 15.9% since inception

What is the expense ratio of Sundaram Large and Mid Cap Fund – Direct Growth ?

The expense ratio of Sundaram Large and Mid Cap Fund – Direct Growth is 0.73 % as of 22 April 2024.

What is the AUM of Sundaram Large and Mid Cap Fund – Direct Growth?

The AUM of Sundaram Large and Mid Cap Fund – Direct Growth is ₹49,195 Cr as of 22 April 2024

What are the top stock holdings of Sundaram Large and Mid Cap Fund – Direct Growth?

The top stock holdings of Sundaram Large and Mid Cap Fund – Direct Growth are
  1. ICICI Bank - 4.71%
  2. HDFC Bank - 4.58%
  3. Reliance Industr - 4.17%
  4. St Bk of India - 2.87%
  5. Larsen & Toubro - 2.67%

How can I redeem my investments in Sundaram Large and Mid Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Large and Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now