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4 star

Sundaram Large and Mid Cap Fund - Direct Plan


1 Lakh

Investment Grown to
₹ 1.45 Lakh

₹ 10000

Monthly SIP Grown to
₹ 5.00 Lakh

Suitability:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider multi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 19.24 -0.07 0.83 9.20 4.50 21.55 61.80 13.09 17.02 15.27 --
S&P BSE Large Mid Cap TRI 20.19 -0.02 0.56 8.52 7.01 23.55 63.45 14.60 16.00 13.22 --
Equity: Large & MidCap 21.08 0.02 0.94 9.09 8.72 24.03 67.27 14.50 16.37 15.67 --
Rank within category 19 20 18 15 28 21 22 15 9 11 --
Number of funds in category 28 28 28 28 28 28 27 21 20 18 0

As on 14-Jun-2021

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Sundaram Large and Mid Cap Fund - Direct Plan
4 star
Jan-13 61.80 13.09 17.02 0.95 1,544
Mirae Asset Emerging Bluechip Fund - Direct Plan  | Invest Online
5 star
Jan-13 76.76 21.87 22.61 0.72 17,892
Canara Robeco Emerging Equities Fund - Direct Plan  | Invest Online
4 star
Jan-13 68.35 16.38 19.82 0.66 8,988
Kotak Equity Opportunities Fund - Direct Plan  | Invest Online
5 star
Jan-13 61.27 16.82 17.81 0.74 6,362
Invesco India Growth Opportunities Fund - Direct Plan  | Invest Online
4 star
Jan-13 54.90 13.58 17.02 0.55 3,835

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 9.89 19-Sep-2019 - 26-Sep-2019 -21.19 16-Mar-2020 - 23-Mar-2020
Month 20.33 07-May-2014 - 06-Jun-2014 -38.00 20-Feb-2020 - 23-Mar-2020
Quarter 29.66 13-Mar-2014 - 12-Jun-2014 -35.69 23-Dec-2019 - 23-Mar-2020
Year 88.76 23-Mar-2020 - 23-Mar-2021 -29.51 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 14.78 24.37 0.43 0.44 1.05 -1.93
S&P BSE Large Mid Cap TRI 15.75 22.13 0.52 0.59 -- --
Equity: Large & MidCap 15.58 23.34 0.49 0.53 1.01 -0.60
Rank within category 15 18 15 15 18 15
Number of funds in category 22 22 22 22 22 22

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 31-May-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 45
Top 10 Stocks (%) 38.99
Top 5 Stocks (%) 23.05
Top 3 Sectors (%) 52.88
Portfolio P/B Ratio 3.86
Portfolio P/E Ratio 30.33

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 95,945 84,375
Giant (%) 39.65 38.30
Large (%) 16.23 14.55
Mid (%) 44.13 42.74
Small (%) -- 5.10
Tiny (%) -- 0.23

Value Research Fund Style

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
equal Infosys Technology 32.41 5.76 0.00 5.61
down Reliance Industries Energy 30.87 6.56 2.79 4.44
equal HDFC Bank Financial 25.88 5.04 2.14 4.39
equal ICICI Bank Financial 24.18 6.85 3.05 4.37
up State Bank of India Financial 17.13 4.23 0.00 4.23
equal Larsen & Toubro Construction 18.39 4.97 0.00 3.62
up MindTree Technology 36.65 3.46 0.00 3.46
up AU Small Finance Bank Financial 28.44 3.74 0.00 3.02
up Axis Bank Financial 31.67 5.48 1.56 3.00
up PI Industries Chemicals 58.05 2.84 0.00 2.84
equal Max Financial Services Financial 82.06 3.85 0.00 2.55
equal Bharat Petroleum Corporation Energy 6.52 2.45 0.00 2.45
up Varun Beverages FMCG 84.51 3.96 1.74 2.36
equal HDFC Financial 24.55 3.24 0.00 2.31
equal Ultratech Cement Construction 35.37 4.07 1.44 2.25
equal The Ramco Cements Construction 30.19 4.06 2.04 2.19
up HCL Technologies Technology 24.09 2.32 0.00 2.16
up Gland Pharma Healthcare 51.90 2.16 0.00 2.16
up Astral Chemicals 96.93 2.12 0.00 2.12
equal IIFL Wealth Management Financial 27.83 2.29 0.00 2.10
down Tata Consumer Products FMCG 77.61 3.96 0.00 2.09
equal Phoenix Mills Construction 268.86 2.31 0.00 2.04
equal Whirlpool Cons Durable 88.81 2.88 0.00 2.01
new Schaeffler India Engineering 46.60 1.95 0.00 1.95
equal Crompton Greaves Consumer Electricals Cons Durable 43.69 2.96 0.00 1.93

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 31-May-2021

Fund Manager

— Rahul Baijal since 24-Feb-2021

Education: Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering

Experience: Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.

Interviews:

Funds Managed:


-0.07%

Change from previous, NAV as on 14-Jun-2021

Growth: ₹ 50.4182

IDCW: ₹ 25.0531


Investment Strategy

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Investment Details

Minimum Investment (₹) 100
Minimum Addl Investment (₹) 100
Minimum SIP Investment (₹) 100
Minimum No of Cheques 6
Minimum Withdrawal (₹) 100
Minimum Balance (₹) 1
Lock-in Period Not Applicable
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 01-Jan-2013
Return Since Launch: 15.12%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 1,544 Cr (As on 31-May-2021)
Expense: 0.95% (As on 30-Apr-2021)
Risk Grade: Below Average
Return Grade: Average
Turnover: 95.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW21-Jan-20200.2833

 17-Oct-20190.2656
 18-Jul-20190.4427
 28-May-20190.4427
 17-Jan-20190.4427
 11-Oct-20180.4427
 17-Jul-20180.4427
 15-Mar-20182.0000
 09-Jan-20180.5000
 12-Oct-20170.5000
 20-Jul-20170.5000
 11-Apr-20170.5000
 11-Jan-20170.5000
 07-Oct-20160.5000
 02-May-20141.0000

Contact Information

AMC: Sundaram Asset Management Company Ltd

Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014

Phone: 1860-425-7237

Email: [email protected]

Website: http://www.sundarammutual.com

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com

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