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4 star

Sundaram Large and Mid Cap Fund


Equity: Large & MidCap

1 Lakh

Investment Grown to
₹ 1.14 Lakh

₹ 10000

Monthly SIP Grown to
₹ 3.65 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 -9.88 0.75 4.00 6.20 22.45 -12.55 1.05 4.33 6.85 14.99 8.80
S&P BSE Large Mid Cap TRI -5.82 0.68 3.67 5.17 22.80 -5.74 3.20 4.82 6.91 12.65 8.91
Equity: Large & MidCap -5.11 0.99 4.02 5.77 20.93 -8.15 4.32 2.10 5.54 14.82 9.91
Rank within category 25 20 16 10 9 26 20 6 8 7 12
Number of funds in category 27 28 28 28 28 28 25 21 20 18 18

As on 10-Aug-2020

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 1.05 4.33 6.85 2.22 1,196
Mirae Asset Emerging Bluechip Fund - Regular Plan  | Invest Online
5 star
Jul-10 9.99 7.93 11.91 1.76 10,596
Canara Robeco Emerging Equities Fund - Regular Plan  | Invest Online
5 star
Mar-05 11.05 5.02 8.40 1.97 5,543
DSP Equity Opportunities Fund  | Invest Online
4 star
May-00 4.55 2.63 7.05 1.98 4,889
Kotak Equity Opportunities Fund - Regular Plan  | Invest Online
4 star
Sep-04 7.41 4.06 7.09 2.07 3,517

Best & Worst Performance

Best (Period) Worst (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 4.95 23.17 -0.01 -0.01 1.05 -0.63
S&P BSE Large Mid Cap TRI 5.37 21.28 0.01 0.01 -- --
Equity: Large & MidCap 2.50 22.21 -0.12 -0.13 1.00 -3.07
Rank within category 5 19 4 4 19 5
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-Jul-2020

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 42
Top 10 Stocks (%) 36.23
Top 5 Stocks (%) 22.23
Top 3 Sectors (%) 44.80
Portfolio P/B Ratio 3.33
Portfolio P/E Ratio 28.75

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 71,154 67,343
Giant (%) 36.99 40.73
Large (%) 23.34 15.09
Mid (%) 35.67 41.54
Small (%) 4.00 4.93
Tiny (%) -- 0.04

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
down Reliance Industries Energy 33.65 6.33 2.79 6.26
up HDFC Bank Financial 20.55 5.07 2.14 4.37
up Infosys Technology 24.05 4.06 0.00 4.06
equal Tata Consumer Products FMCG 94.05 3.77 0.00 3.77
down Bharti Airtel Communication -- 4.26 0.00 3.77
equal ICICI Bank Financial 23.32 6.85 2.09 3.05
equal Sanofi India Healthcare 43.82 3.37 0.00 2.85
down Cipla Healthcare 38.23 3.16 0.00 2.73
down SBI Life Insurance Company Financial 60.06 3.34 0.00 2.70
up Federal Bank Financial 6.65 3.70 0.00 2.67
up Whirlpool Cons Durable 84.65 2.88 0.00 2.58
up Hindustan Unilever FMCG 76.17 3.29 0.00 2.57
equal Cummins India Engineering 16.64 3.15 0.00 2.45
up Tata Consultancy Services Technology 27.68 3.55 0.00 2.40
equal Voltas Cons Durable 38.72 3.04 0.00 2.33
equal The Ramco Cements Construction 26.58 4.33 0.00 2.31
down ICICI Lombard General Insurance Company Financial 49.59 3.86 0.00 2.26
equal BPCL Energy 30.10 2.35 0.00 2.22
down Hero Motocorp Automobile 15.13 2.25 0.00 2.15
equal Varun Beverages FMCG 100.18 3.96 1.65 2.14
equal Larsen & Toubro Construction 16.15 4.97 1.85 2.12
up Mahindra & Mahindra Automobile -- 3.44 0.00 2.06
equal P&G Hygiene & Health Care FMCG 78.61 2.91 1.28 2.05
down HCL Technologies Technology 16.05 2.04 0.00 2.04
equal Cholamandalam Financial Holdings Financial 11.83 2.81 0.00 2.03

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-Jul-2020

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:


0.75%

Change from previous, NAV as on 10-Aug-2020

Growth: ₹ 33.1527

Dividend: ₹ 16.1269


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 (₹) 250
Minimum No of Cheques 20
Minimum Withdrawal (₹) 100
Minimum Balance (₹) 1
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: 9.31%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ 1,196 Cr (As on 31-Jul-2020)
Expense: 2.22% (As on 30-Jun-2020)
Risk Grade: Below Average
Return Grade: Above Average
Turnover: 75.00%

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].com

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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