May 16, 2025
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) | 5.68 | 0.79 | 9.21 | 19.6 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 6.8 | 2.19 | 11.12 | 22.19 |
| Category Rank | 2/7 | 3/7 | 1/7 | 8/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund (IDCW) | 24.8561 | 1.87 | 18.87 | 31.68 | 31.60 | 8,712.99 | 1.76 | 500.00 | invest |
| Motilal Oswal Large and Midcap Fund (G) | 32.5591 | 1.87 | 18.87 | 31.13 | 31.27 | 8,712.99 | 1.76 | 500.00 | invest |
| AXIS Growth Opportunities Fund - Regular (IDCW) | 19.8500 | 0.97 | 10.43 | 20.54 | 25.38 | 13,321.48 | 1.70 | 100.00 | invest |
| AXIS Growth Opportunities Fund - Regular (G) | 31.5400 | 0.96 | 10.43 | 20.56 | 25.39 | 13,321.48 | 1.70 | 100.00 | invest |
| Baroda BNP Paribas Large & Mid Cap Fund (IDCW) | 18.9852 | 0.06 | 8.81 | 22.03 | 0.00 | 1,452.80 | 2.11 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Mar 31, 2025 | 354.67 | 5.56 | 5.53 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 300.01 | 4.70 | 11.98 |
|
| Equity-Reliance Industr | Mar 31, 2025 | 260.12 | 4.08 | 6.25 |
|
| Reverse Repo-TREPS | Mar 31, 2025 | 188.39 | 2.95 | 367.28 |
|
| Equity-St Bk of India | Mar 31, 2025 | 177.45 | 2.78 | 12.01 |
|
| Equity-Infosys | Mar 31, 2025 | 157.07 | 2.46 | -6.94 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 156.01 | 2.44 | 10.39 |
|
| Indian Mutual Funds-Sundaram Money Fund - Direct ( | Mar 31, 2025 | 150.39 | 2.36 | 100.40 |
|
| Equity-Kotak Mah. Bank | Mar 31, 2025 | 147.64 | 2.31 | 14.10 |
|
| Equity-Larsen & Toubro | Mar 31, 2025 | 139.69 | 2.19 | 6.39 |
|
Sundaram Mutual Fund has announced 16 May 2025 as the record date for the d...
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Large and Mid Cap Fund (IDCW) |
| Contact Persone | : | Ashish Aggarwal |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
