Jul 26, 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) | 3.32 | 22.51 | 38.13 | 19.47 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 3.4 | 23.8 | 43.75 | 21.62 |
| Category Rank | 9/8 | 3/8 | 8/8 | 7/8 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Equity Opportunities (G) | 340.2100 | 1.92 | 43.77 | 22.93 | 24.05 | 24,055.26 | 1.60 | 100.00 | invest |
| Kotak Equity Opportunities (IDCW) | 59.3540 | 1.92 | 43.77 | 22.93 | 23.86 | 24,055.26 | 1.60 | 100.00 | invest |
| Navi Large & Midcap Fund (IDCW-H) | 35.9214 | 1.86 | 28.05 | 0.00 | 0.00 | 311.66 | 2.25 | 10.00 | invest |
| Navi Large & Midcap Fund (G) | 35.9121 | 1.86 | 28.05 | 18.41 | 19.38 | 311.66 | 2.25 | 10.00 | invest |
| SBI Large & Midcap Fund (IDCW) | 267.4901 | -0.10 | 33.72 | 20.28 | 22.64 | 25,628.52 | 1.62 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | May 31, 2024 | 292.53 | 4.53 | -1.82 |
|
| Equity-ICICI Bank | May 31, 2024 | 249.43 | 3.87 | -9.66 |
|
| Equity-Reliance Industr | May 31, 2024 | 246.03 | 3.81 | -3.62 |
|
| Equity-St Bk of India | May 31, 2024 | 190.98 | 2.96 | 0.50 |
|
| Equity-Larsen & Toubro | May 31, 2024 | 152.28 | 2.36 | -3.71 |
|
| Reverse Repo-TREPS | May 31, 2024 | 147.12 | 2.28 | 25.10 |
|
| Equity-Zomato Ltd | May 31, 2024 | 124.39 | 1.93 | -7.25 |
|
| Equity-Bharti Airtel | May 31, 2024 | 123.55 | 1.92 | 3.82 |
|
| Equity-Oberoi Realty | May 31, 2024 | 122.83 | 1.90 | 22.67 |
|
| Equity-Container Corpn. | May 31, 2024 | 118.77 | 1.84 | 4.56 |
|
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Large and Mid Cap Fund (IDCW) |
| Contact Persone | : | S Bharath |
| 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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