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Partner With Us NRI

Dec 06, 2023


Category

Equity

AUM (Cr.)

5,313.08

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.85

Sharpe Ratio

10.39

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 (IDCW) 8.84 17.62 18.97 21.08 15.91 11.88
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 8.41 19.52 21.81 22.13 17.84 16.49
Category Rank 5/5 8/5 8/5 8/5 7/5 5/5
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

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-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

latest news

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

Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...

Nov 15, 2023 09:47

Sundaram MF Announces change in scheme name

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

Nov 10, 2023 09:06

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

Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...

Nov 01, 2023 09:39

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

Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...

Oct 23, 2023 09:35

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

Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...

Oct 18, 2023 11:32

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

Sundaram Mutual Fund has announced 17 October 2023 as the record date for t...

Oct 14, 2023 09:29

SCHEME DETAILS

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
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com