Apr 24, 2024
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Large and Mid Cap Fund (IDCW) | 3.71 | 21.65 | 38.31 | 20.66 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 4.85 | 24.5 | 44.37 | 22.53 |
| Category Rank | 5/9 | 7/9 | 8/9 | 7/9 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund (IDCW) | 38.6300 | 0.97 | 51.61 | 22.55 | 17.92 | 4,995.76 | 0.00 | 1,000.00 | invest |
| Invesco India Large & Mid Cap Fund (G) | 77.9700 | 0.96 | 51.60 | 22.54 | 17.92 | 4,995.76 | 0.00 | 1,000.00 | invest |
| Quant Large and Mid Cap Fund (B) | 116.6998 | 0.95 | 64.09 | 30.77 | 26.23 | 2,110.44 | 2.01 | 5,000.00 | invest |
| Quant Large and Mid Cap Fund (IDCW) | 70.9757 | 0.95 | 63.88 | 30.85 | 26.27 | 2,110.44 | 2.01 | 5,000.00 | invest |
| LIC MF Large & Mid Cap Fund - Regular (G) | 32.6376 | 0.19 | 41.19 | 19.48 | 17.15 | 2,551.04 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | Mar 31, 2024 | 291.91 | 4.71 | 3.62 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 283.79 | 4.58 | -1.00 |
|
| Equity-Reliance Industr | Mar 31, 2024 | 258.54 | 4.17 | 4.15 |
|
| Equity-St Bk of India | Mar 31, 2024 | 177.55 | 2.87 | 29.27 |
|
| Equity-Larsen & Toubro | Mar 31, 2024 | 165.61 | 2.67 | 3.25 |
|
| Equity-Infosys | Mar 31, 2024 | 127.33 | 2.06 | -9.80 |
|
| Equity-Zomato Ltd | Mar 31, 2024 | 126.44 | 2.04 | 30.49 |
|
| Equity-Sun Pharma.Inds. | Mar 31, 2024 | 115.87 | 1.87 | 14.25 |
|
| Equity-Axis Bank | Mar 31, 2024 | 115.19 | 1.86 | -7.79 |
|
| Equity-TCS | Mar 31, 2024 | 107.76 | 1.74 | 1.58 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Large and Mid Cap Fund (IDCW) |
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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