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Sundaram Large and Mid Cap Fund

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Equity: Large & MidCap

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1 Lakh

Investment Grown to
₹ 1.38 Lakh

₹ 10000

Monthly SIP Grown to
₹ 4.80 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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Annual Returns
Quarterly Returns
Monthly Returns
Weekly Returns

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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 12.71 0.92 0.33 10.34 21.82 30.34 19.34 11.21 17.31 17.69 13.15
S&P BSE Large Mid Cap TRI 12.57 3.99 3.05 6.77 18.91 32.54 30.52 13.05 18.18 15.76 12.86
Equity: Large & MidCap 10.38 0.91 -0.02 8.09 19.84 30.73 25.80 10.09 17.04 17.23 14.29
Rank within category 8 14 8 8 8 20 25 7 9 7 11
Number of funds in category 29 29 29 29 29 28 28 21 20 18 18

As on 25-Feb-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
4 star
 Feb-07 19.34 11.21 17.31 2.25 1,346
Mirae Asset Emerging Bluechip Fund - Regular Plan  | Invest Online
5 star
 Jul-10 35.72 17.01 24.05 1.74 14,416
Canara Robeco Emerging Equities Fund - Regular Plan  | Invest Online
5 star
 Mar-05 27.74 12.08 21.01 1.87 7,215
Kotak Equity Opportunities Fund - Regular Plan  | Invest Online
4 star
 Sep-04 24.70 12.63 18.45 1.96 4,675
Invesco India Growth Opportunities Fund  | Invest Online
4 star
 Aug-07 21.46 11.63 17.96 1.93 3,445

Best & Worst Performance

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

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 8.37 23.96 0.15 0.16 1.03 -1.67
S&P BSE Large Mid Cap TRI 8.64 22.07 0.18 0.22 -- --
Equity: Large & MidCap 7.36 23.33 0.12 0.13 1.00 -2.54
Rank within category 10 18 11 11 16 10
Number of funds in category 23 23 23 23 23 23

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

As on 31-Jan-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 48
Top 10 Stocks (%) 36.67
Top 5 Stocks (%) 20.21
Top 3 Sectors (%) 49.08
Portfolio P/B Ratio 3.34
Portfolio P/E Ratio 29.78

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 71,079 73,206
Giant (%) 36.25 39.68
Large (%) 12.43 12.31
Mid (%) 50.43 44.61
Small (%) 0.89 5.48
Tiny (%) -- 0.47

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 Reliance Industries Energy 33.48 6.56 2.79 4.52
down ICICI Bank Financial 27.85 6.85 2.09 4.31
equal HDFC Bank Financial 27.47 5.04 2.14 4.04
equal Larsen & Toubro Construction 17.69 4.97 0.00 3.82
equal Infosys Technology 28.70 4.19 0.00 3.53
up Federal Bank Financial 11.26 3.70 0.00 3.41
down Cummins India Engineering 34.03 3.34 0.00 3.34
equal Max Financial Services Financial 93.09 3.33 0.00 3.33
down Bharti Airtel Communication -- 4.26 0.00 3.29
down AU Small Finance Bank Financial 29.93 3.08 0.00 3.08
equal Whirlpool Cons Durable 97.07 2.88 0.00 2.72
down Crompton Greaves Consumer Electricals Cons Durable 51.24 2.96 0.00 2.51
equal HDFC Financial 26.28 3.52 0.00 2.46
down Tata Consumer Products FMCG 78.08 3.96 0.00 2.41
down Voltas Cons Durable 75.55 3.04 1.76 2.37
equal HCL Technologies Technology 18.77 2.32 0.00 2.32
down TVS Motor Co. Automobile 78.68 3.42 0.00 2.31
down Phoenix Mills Construction 411.21 2.31 0.00 2.26
down Axis Bank Financial 74.78 5.48 0.00 2.13
equal State Bank of India Financial 15.12 3.84 0.00 2.09
equal The Ramco Cements Construction 32.10 4.33 1.39 2.09
equal BPCL Energy 24.35 2.35 0.00 2.06
up IIFL Wealth Management Financial 38.57 2.21 0.00 2.06
down Ultratech Cement Construction 26.24 4.07 1.37 2.05
down Varun Beverages FMCG 90.11 3.96 1.73 1.95

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-Jan-2021

Fund Manager

— S Krishnakumar since 30-Dec-2017

Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.

Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.

Interviews:

Funds Managed:

0.92%

Change from previous, NAV as on 25-Feb-2021

Growth: ₹ 44.6162

Dividend: ₹ 21.7032

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 20
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: 27-Feb-2007
Return Since Launch: 11.27%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 1,346 Cr (As on 31-Jan-2021)
Expense: 2.25% (As on 31-Jan-2021)
Risk Grade: Below Average
Return Grade: Above Average
Turnover: 98.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
Dividend21-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
 19-Dec-20073.0000

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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