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Partner With Us NRI

May 27, 2022


Category

Equity

AUM (Cr.)

4,944.36

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.93

Sharpe Ratio

15.28

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

Invest Now

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 (IDCW) -7.18 -9.35 8.85 11.44 10.91 10.79
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS -6.07 -7.39 7.65 13.61 10.57 14.79
Category Rank 7/4 9/4 4/4 7/4 7/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Large and Mid Cap Equity Fund (IDCW) 14.2493 1.70 3.32 12.16 0.00 493.37 2.45 5,000.00 invest
HSBC Large and Mid Cap Equity Fund (G) 14.2493 1.70 3.32 12.16 0.00 493.37 2.45 5,000.00 invest
AXIS Growth Opportunities Fund - Regular (G) 18.2100 1.56 5.63 19.06 0.00 7,444.86 1.95 5,000.00 invest
L&T Large & Midcap Fund (G) 63.2350 1.53 4.60 9.82 7.19 1,494.47 2.25 5,000.00 invest
ICICI Pru Large & Mid Cap Fund - (IDCW) 21.5500 -95.70 16.75 15.43 11.11 4,703.58 2.14 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-ICICI Bank Apr 30, 2022 334.11 6.76 1.78
Reverse Repo-TREPS Apr 30, 2022 216.09 4.37 99.76
Equity-Infosys Apr 30, 2022 200.60 4.06 -21.20
Equity-Reliance Industr Apr 30, 2022 197.47 3.99 5.90
Equity-HDFC Bank Apr 30, 2022 183.30 3.71 -5.83
Equity-Larsen & Toubro Apr 30, 2022 126.55 2.56 -4.15
Equity-Bajaj Finserv Apr 30, 2022 123.27 2.49 -12.60
Equity-St Bk of India Apr 30, 2022 108.76 2.20 0.56
Equity-Sona BLW Precis. Apr 30, 2022 107.10 2.17 -6.46
Equity-Axis Bank Apr 30, 2022 99.96 2.02 -4.28

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

May 19, 2022 10:55

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 (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