1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
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 flexi-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
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 37.38 | -0.10 | -2.19 | -1.64 | 4.09 | 19.87 | 45.19 | 18.40 | 17.64 | 13.99 | 16.09 |
| S&P BSE Large Mid Cap TRI | 30.12 | -0.14 | -2.22 | -3.00 | 3.22 | 11.78 | 35.79 | 17.91 | 17.09 | 12.33 | 15.59 |
| Equity: Large & MidCap | 33.39 | -0.50 | -2.10 | -2.64 | 4.32 | 15.10 | 41.80 | 19.08 | 15.98 | 12.74 | 17.03 |
| Rank within category | 8 | 2 | 15 | 7 | 15 | 4 | 9 | 17 | 5 | 4 | 10 |
| Number of funds in category | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 24 | 21 | 19 | 18 |
As on 29-Nov-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Sundaram Large and Mid Cap Fund |  |
Feb-07 | 45.19 | 18.40 | 17.64 | 2.18% | 1,844 |
| Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online |  |
Jul-10 | 43.26 | 24.38 | 21.33 | 1.68% | 21,635 |
| Canara Robeco Emerging Equities Fund - Regular Plan | Invest Online | |
Mar-05 | 39.57 | 21.89 | 19.30 | 1.85% | 11,774 |
| Kotak Equity Opportunities Fund - Regular Plan | Invest Online | |
Sep-04 | 32.42 | 19.34 | 16.08 | 1.89% | 8,206 |
| DSP Equity Opportunities Fund | Invest Online | |
May-00 | 36.34 | 18.49 | 15.46 | 1.91% | 6,969 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 21.00 | 13-May-2009 - 20-May-2009 | -24.00 | 15-Jan-2008 - 22-Jan-2008 |
| Month | 35.80 | 28-Apr-2009 - 28-May-2009 | -38.08 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 76.72 | 09-Mar-2009 - 10-Jun-2009 | -35.89 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 105.63 | 09-Mar-2009 - 09-Mar-2010 | -57.42 | 03-Dec-2007 - 02-Dec-2008 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 21.86 | 23.33 | 0.77 | 0.77 | 1.04 | -0.80 |
| S&P BSE Large Mid Cap TRI | 21.33 | 21.26 | 0.82 | 0.92 | -- | -- |
| Equity: Large & MidCap | 22.04 | 22.11 | 0.83 | 0.86 | 0.99 | 0.36 |
| Rank within category | 14 | 18 | 17 | 16 | 17 | 17 |
| Number of funds in category | 24 | 24 | 24 | 24 | 24 | 24 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Oct-2021
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| Number of Stocks | 46 |
| Top 10 Stocks (%) | 38.71 |
| Top 5 Stocks (%) | 23.04 |
| Top 3 Sectors (%) | 50.04 |
| Portfolio P/B Ratio | 4.33 |
| Portfolio P/E Ratio | 31.33 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,29,167 | 94,692 |
| Giant (%) | 43.83 | 39.88 |
| Large (%) | 21.34 | 16.89 |
| Mid (%) | 34.83 | 40.86 |
| Small (%) | -- | 4.31 |
| Tiny (%) | -- | 0.38 |
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Infosys | Technology | 34.16 | 6.16 | 0.00 | 5.62 |
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ICICI Bank | Financial | 23.49 | 6.85 | 3.05 | 4.86 |
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HDFC Bank | Financial | 24.31 | 5.04 | 2.23 | 4.33 |
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Reliance Industries | Energy | 31.61 | 6.56 | 2.54 | 4.24 |
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State Bank of India | Financial | 14.47 | 4.23 | 0.00 | 3.99 |
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MindTree | Technology | 53.24 | 4.33 | 0.00 | 3.65 |
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Larsen & Toubro | Construction | 28.37 | 4.97 | 0.00 | 3.65 |
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Schaeffler India | Engineering | 41.07 | 2.97 | 0.00 | 2.87 |
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Bajaj Finserv | Financial | 63.63 | 2.80 | 0.00 | 2.77 |
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PI Industries | Chemicals | 56.64 | 3.38 | 0.00 | 2.73 |
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Axis Bank | Financial | 19.96 | 5.48 | 1.56 | 2.65 |
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Sona BLW Precision Forgings | Automobile | 201.87 | 2.63 | 0.00 | 2.63 |
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Varun Beverages | FMCG | 57.99 | 3.96 | 1.74 | 2.49 |
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Astral | Chemicals | 83.17 | 2.59 | 0.00 | 2.46 |
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Divi's Laboratories | Healthcare | 61.23 | 2.39 | 0.00 | 2.39 |
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HCL Technologies | Technology | 26.65 | 2.49 | 0.00 | 2.35 |
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HDFC | Financial | 23.58 | 2.55 | 0.00 | 2.35 |
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Apollo Hospitals | Healthcare | 79.66 | 3.44 | 0.00 | 2.27 |
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Shriram Transport Finance Company | Financial | 15.51 | 2.18 | 0.00 | 2.18 |
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Ultratech Cement | Construction | 33.47 | 4.07 | 1.44 | 2.15 |
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Gland Pharma | Healthcare | 53.00 | 2.54 | 0.00 | 2.13 |
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Minda Industries | Automobile | 69.32 | 2.10 | 0.00 | 2.10 |
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Mphasis | Technology | 42.50 | 2.39 | 0.00 | 2.09 |
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Indraprastha Gas | Energy | 23.13 | 2.37 | 0.00 | 2.01 |
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Tata Consumer Products | FMCG | 97.18 | 3.96 | 0.00 | 1.94 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
— 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:
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Funds Managed:
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
| 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 |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 27-Feb-2007 |
| Return Since Launch: | 12.15% |
| Benchmark: | NIFTY Large Midcap 250 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 1,844 Cr (As on 31-Oct-2021) |
| Expense: | 2.18% (As on 31-Oct-2021) |
| Risk Grade: | Below Average |
| Return Grade: | Above Average |
| Turnover: | 73.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| IDCW | 29-Jun-2021 | 1.5830 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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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Friday, 10-Dec-2021
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