Dec 06, 2023
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) | 8.84 | 17.62 | 18.97 | 21.08 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 8.41 | 19.52 | 21.81 | 22.13 |
| Category Rank | 5/5 | 8/5 | 8/5 | 8/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Large & Mid Cap Fund (G) | 20.6998 | 0.61 | 21.19 | 21.89 | 0.00 | 824.65 | 2.30 | 5,000.00 | invest |
| Quant Large and Mid Cap Fund (B) | 94.6602 | 0.45 | 22.36 | 27.22 | 22.03 | 1,127.30 | 2.15 | 5,000.00 | invest |
| Quant Large and Mid Cap Fund (G) | 94.5330 | 0.45 | 22.28 | 27.15 | 21.99 | 1,127.30 | 2.15 | 5,000.00 | invest |
| Aditya Birla SL Equity Advantage Fund (G) | 740.3600 | 0.36 | 18.68 | 15.69 | 14.47 | 4,980.66 | 1.92 | 1,000.00 | invest |
| ICICI Pru Large & Mid Cap Fund - (IDCW) | 25.8900 | -96.46 | 23.66 | 27.15 | 19.37 | 8,847.08 | 1.80 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Oct 31, 2023 | 289.39 | 5.45 | -3.26 |
|
| Equity-ICICI Bank | Oct 31, 2023 | 250.81 | 4.72 | -3.84 |
|
| Equity-Reliance Industr | Oct 31, 2023 | 199.05 | 3.75 | -2.43 |
|
| Equity-Infosys | Oct 31, 2023 | 177.85 | 3.35 | -4.67 |
|
| Reverse Repo-TREPS | Oct 31, 2023 | 157.94 | 2.97 | 62.41 |
|
| Equity-Larsen & Toubro | Oct 31, 2023 | 135.02 | 2.54 | -3.13 |
|
| Equity-Axis Bank | Oct 31, 2023 | 121.30 | 2.28 | -14.72 |
|
| Equity-St Bk of India | Oct 31, 2023 | 121.28 | 2.28 | -13.04 |
|
| Equity-Cholaman.Inv.&Fn | Oct 31, 2023 | 91.91 | 1.73 | -6.59 |
|
| Equity-Power Fin.Corpn. | Oct 31, 2023 | 87.93 | 1.66 | -2.10 |
|
Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...
Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 17 October 2023 as the record date for t...
| 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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