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Partner With Us NRI

May 21, 2024


Category

Equity

AUM (Cr.)

6,387.67

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.81

Sharpe Ratio

26.02

Beta Ratio

0.00

Fund Manager

Ravi Gopalakrishnan

Inception Date

Feb 27, 2007

Risk Level

Very High

Investment Objective

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

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large and Mid Cap Fund (G) 6.18 20 38.71 20.43 17.63 12.62
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 5.4 22.58 44.28 21.32 20.08 16.6
Category Rank 4/9 6/9 8/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Large and Mid Cap Fund (B) 122.5508 1.98 70.80 28.95 28.17 2,535.89 1.96 5,000.00 invest
Quant Large and Mid Cap Fund (IDCW) 74.5340 1.98 70.57 29.03 28.21 2,535.89 1.96 5,000.00 invest
Quant Large and Mid Cap Fund (G) 122.2891 1.98 70.55 28.86 28.10 2,535.89 1.96 5,000.00 invest
Mahindra Manulife Large & Mid Cap Fund-Reg (IDCW) 20.9825 1.25 51.27 23.23 0.00 2,142.54 1.98 1,000.00 invest
Franklin India Equity Advantage Fund (G) 163.8193 -0.16 34.05 16.13 16.04 3,216.18 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Zomato Ltd Apr 30, 2024 134.11 2.10 6.07
Equity-St Bk of India Apr 30, 2024 190.04 2.98 7.03
Equity-Larsen & Toubro Apr 30, 2024 158.15 2.48 -4.51
Equity-Reliance Industr Apr 30, 2024 255.26 4.00 -1.27
Equity-Infosys Apr 30, 2024 120.75 1.89 -5.17
Equity-ICICI Bank Apr 30, 2024 276.10 4.32 -5.42
Equity-Axis Bank Apr 30, 2024 128.25 2.01 11.33
Equity-HDFC Bank Apr 30, 2024 297.94 4.66 4.99
Equity-Bharti Airtel Apr 30, 2024 119.01 1.86 21.08
Reverse Repo-TREPS Apr 30, 2024 117.60 1.84 46.06

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...

Apr 12, 2024 09:21

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Mar 29, 2024 15:46

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Two schemes

Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...

Mar 21, 2024 09:12

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Five schemes

Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...

Mar 20, 2024 09:56

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...

Mar 15, 2024 09:44

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...

Mar 14, 2024 09:21

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Large and Mid Cap Fund (G)
Contact Persone : Ravi Gopalakrishnan
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com