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Partner With Us NRI

Jan 19, 2022


Category

Equity

AUM (Cr.)

5,099.84

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.23

Sharpe Ratio

24.73

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

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • 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) 5.05 17.32 40.06 20.54 17.92 12.46
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 4.91 14.68 36.85 22.2 15.51 18.17
Category Average - BEST EQUITY PERFORMERS 6.74 18.24 41.19 21.23 15.34 18.57
Category Average - BEST EQUITY PERFORMERS 5.22 12.83 30.78 18.84 12.9 18.37
Category Average - BEST EQUITY PERFORMERS 5.31 9.84 37.67 18.8 14.99 12.52
Category Average - BEST EQUITY PERFORMERS 5.73 12.3 37.98 21.66 17.8 15.03
Category Average - BEST EQUITY PERFORMERS 5.88 10.89 29.04 20.82 15.75 15.46
Category Average - BEST EQUITY PERFORMERS 4.8 12.32 34.7 18.25 14.39 16.27
Category Average - BEST EQUITY PERFORMERS 5.06 13.81 35.85 23.87 19.45 18.24
Category Average - BEST EQUITY PERFORMERS 6.17 11.07 30.24 21.38 16.69 18.87
Category Average - BEST EQUITY PERFORMERS 4.35 5.68 28.73 20.38 15.53 17.99
Category Average - BEST EQUITY PERFORMERS 3.59 14.22 35.06 23.47 16.82 13.38
Category Average - BEST EQUITY PERFORMERS 5.05 17.32 40.06 20.54 17.92 12.46
Category Average - BEST EQUITY PERFORMERS 5.1 10.59 26.91 18.88 17.23 12.43
Category Average - BEST EQUITY PERFORMERS 6.25 11.23 33.26 18.49 15.08 12.74
Category Average - BEST EQUITY PERFORMERS 5.14 9.77 34.06 21.49 14.96 14.11
Category Average - BEST EQUITY PERFORMERS 4.79 13.16 35.84 26.56 21.82 22.14
Category Average - BEST EQUITY PERFORMERS 4.81 15.17 28.5 18.03 14.05 13.6
Category Average - BEST EQUITY PERFORMERS 4.87 14.11 40.24 20.75 16.02 12.39
Category Average - BEST EQUITY PERFORMERS 5.53 16.61 35.05 21.32 17.11 14.46
Category Average - BEST EQUITY PERFORMERS 6.06 18.39 42.88 20.72 15.95 16.42
Category Average - BEST EQUITY PERFORMERS 5.13 11.66 34.41 21.94 18.56 12.29
Category Average - BEST EQUITY PERFORMERS 4.08 30.27 66.27 21.78 0 8.15
Category Average - BEST EQUITY PERFORMERS 1.66 12.13 43.41 28.06 0 26.48
Category Average - BEST EQUITY PERFORMERS 6.39 14.83 34.31 0 0 20.15
Category Average - BEST EQUITY PERFORMERS 7.05 16.33 41.52 0 0 28.4
Category Average - BEST EQUITY PERFORMERS 3.08 17.09 36.58 0 0 29.8
Category Average - BEST EQUITY PERFORMERS 6.02 17.55 45.02 0 0 31.86
Category Average - BEST EQUITY PERFORMERS 4.51 19.19 38.67 0 0 47.96
Category Rank - BEST EQUITY PERFORMERS 26 68 92 270 291 34
Category Rank - BEST EQUITY PERFORMERS 43 28 94 110 110 99
Category Rank - BEST EQUITY PERFORMERS 64 99 145 312 247 74
Category Rank - BEST EQUITY PERFORMERS 74 203 153 171 120 228
Category Rank - BEST EQUITY PERFORMERS 77 206 177 107 69 93
Category Rank - BEST EQUITY PERFORMERS 82 25 88 125 90 142
Category Rank - BEST EQUITY PERFORMERS 84 39 78 261 279 22
Category Rank - BEST EQUITY PERFORMERS 94 210 186 120 98 166
Category Rank - BEST EQUITY PERFORMERS 103 174 115 99 50 174
Category Rank - BEST EQUITY PERFORMERS 113 63 137 108 64 190
Category Rank - BEST EQUITY PERFORMERS 134 221 117 164 124 231
Category Rank - BEST EQUITY PERFORMERS 144 155 168 162 169 103
Category Rank - BEST EQUITY PERFORMERS 154 225 147 104 125 200
Category Rank - BEST EQUITY PERFORMERS 155 194 143 89 38 238
Category Rank - BEST EQUITY PERFORMERS 158 216 205 161 62 234
Category Rank - BEST EQUITY PERFORMERS 164 121 130 69 28 106
Category Rank - BEST EQUITY PERFORMERS 165 47 99 128 49 233
Category Rank - BEST EQUITY PERFORMERS 180 105 119 83 105 108
Category Rank - BEST EQUITY PERFORMERS 186 115 97 124 88 237
Category Rank - BEST EQUITY PERFORMERS 189 92 194 181 151 213
Category Rank - BEST EQUITY PERFORMERS 191 172 140 177 144 148
Category Rank - BEST EQUITY PERFORMERS 193 144 131 42 16 60
Category Rank - BEST EQUITY PERFORMERS 215 19 109 246 263 6
Category Rank - BEST EQUITY PERFORMERS 232 271 190 131 103 111
Category Rank - BEST EQUITY PERFORMERS 247 1 20 93 202 281
Category Rank - BEST EQUITY PERFORMERS 267 113 136 71 68 219
Category Rank - BEST EQUITY PERFORMERS 280 51 121 265 283 26
Category Rank 301/39 177/39 86/39 30/39 296/39 39/39
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India Equity Advantage Fund (G) 127.6812 0.00 34.70 18.25 14.39 2,883.39 0.00 5,000.00 invest
Union Large & Midcap Fund (IDCW) 17.4000 0.00 36.58 0.00 0.00 301.43 0.00 1,000.00 invest
Canara Robeco Emerging Equities (G) 168.8600 0.00 35.85 23.87 19.45 12,458.66 0.00 5,000.00 invest
Canara Robeco Emerging Equities (IDCW) 64.4100 0.00 35.87 21.17 17.72 12,458.66 0.00 5,000.00 invest
Franklin India Equity Advantage Fund (IDCW) 20.4428 0.00 34.70 18.25 14.39 2,883.39 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-Infosys Dec 31, 2021 254.39 4.99 138.96
Equity-ICICI Bank Dec 31, 2021 231.81 4.55 172.45
Equity-HDFC Bank Dec 31, 2021 200.37 3.93 166.01
Net CA & Others-Net CA & Others Dec 31, 2021 195.22 3.83 0.00
Equity-Reliance Industr Dec 31, 2021 154.25 3.02 149.46
Equity-Larsen & Toubro Dec 31, 2021 141.60 2.78 110.82
Equity-Sona BLW Precis. Dec 31, 2021 125.29 2.46 123.56
Equity-Mphasis Dec 31, 2021 115.48 2.26 234.18
Equity-Bajaj Finserv Dec 31, 2021 111.86 2.19 154.98
Equity-H D F C Dec 31, 2021 105.05 2.06 158.01

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

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