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4 star

Sundaram Large and Mid Cap Fund


1 Lakh

Investment Grown to
₹ 1.78 Lakh

₹ 10000

Monthly SIP Grown to
₹ 5.67 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 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

  • 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 4.49 0.38 1.87 7.23 2.56 18.99 42.90 21.15 18.52 14.63 17.23
S&P BSE Large Mid Cap TRI 5.00 0.02 2.44 4.63 -0.48 15.23 28.47 20.73 17.94 13.81 16.24
Equity: Large & MidCap 4.77 0.25 1.88 7.15 0.80 15.11 37.98 21.68 16.92 13.42 17.50
Rank within category 21 6 19 13 4 5 6 15 4 3 7
Number of funds in category 29 29 29 29 28 28 28 23 20 18 17

As on 17-Jan-2022

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 42.90 21.15 18.52 2.23% 5,100
Mirae Asset Emerging Bluechip Fund - Regular Plan  | Invest Online
5 star
Jul-10 38.55 27.19 22.55 1.66% 21,972
Canara Robeco Emerging Equities Fund - Regular Plan  | Invest Online
5 star
Mar-05 38.42 24.53 20.23 1.84% 12,459
Kotak Equity Opportunities Fund - Regular Plan  | Invest Online
4 star
Sep-04 32.50 21.96 17.34 1.91% 8,663
SBI Large & Midcap Fund  | Invest Online
4 star
Feb-93 40.04 21.87 18.31 2.01% 5,633

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 20.53 23.36 0.72 0.72 1.04 -0.04
S&P BSE Large Mid Cap TRI 19.27 21.40 0.73 0.82 -- --
Equity: Large & MidCap 20.66 22.24 0.77 0.80 0.99 0.88
Rank within category 11 16 15 15 16 15
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-Dec-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 87
Top 10 Stocks (%) 30.23
Top 5 Stocks (%) 19.26
Top 3 Sectors (%) 45.82
Portfolio P/B Ratio 3.89
Portfolio P/E Ratio 29.91

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 1,02,494 93,399
Giant (%) 41.32 39.24
Large (%) 20.01 18.30
Mid (%) 34.02 40.42
Small (%) 4.65 3.75
Tiny (%) -- 0.40

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
up Infosys Technology 37.57 6.16 0.00 4.99
up ICICI Bank Financial 26.94 6.85 3.05 4.55
up HDFC Bank Financial 23.52 5.04 2.84 3.93
up Reliance Industries Energy 32.62 6.56 2.54 3.02
up Larsen & Toubro Construction 32.50 4.97 0.00 2.78
up Sona BLW Precision Forgings Automobile 209.27 3.07 0.00 2.46
up Mphasis Technology 45.15 2.29 0.00 2.26
up Bajaj Finserv Financial 68.47 2.80 0.00 2.19
up HDFC Financial 23.15 2.55 0.00 2.06
new Dixon Technologies Engineering 167.35 1.99 0.00 1.99
up State Bank of India Financial 15.78 4.23 0.00 1.98
up Divi's Laboratories Healthcare 56.40 2.39 0.00 1.95
up Minda Industries Automobile 91.03 2.46 0.00 1.93
up Axis Bank Financial 22.25 5.48 1.56 1.83
up Max Financial Services Financial 117.17 3.85 0.00 1.73
up Astral Chemicals 95.30 2.59 0.00 1.68
up Varun Beverages FMCG 60.69 3.96 1.57 1.57
new Bajaj Finance Financial 93.97 4.85 0.00 1.55
up Hindalco Inds. Metals 11.13 1.92 0.00 1.54
up Ultratech Cement Construction 33.61 4.07 1.44 1.54
up Ashok Leyland Automobile -- 1.90 0.00 1.53
equal MindTree Technology 47.89 4.33 0.00 1.40
new Mold-Tek Packaging Chemicals 39.87 1.35 0.00 1.35
up Bharti Airtel Communication 138.60 4.26 0.00 1.34
new TCI Express Ltd. Services 61.72 1.31 0.00 1.31

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-Dec-2021

Fund Manager

— Ashish Aggarwal since 01-Jan-2022

Education: Mr. Aggarwal has done BE, PGPM

Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Funds Managed:

— Ravi Gopalakrishnan since 01-Jan-2022

Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Interviews:

Funds Managed:


-1.43%

Change from previous, NAV as on 18-Jan-2022

Growth: ₹ 57.9183

IDCW: ₹ 26.2444


Investment Strategy

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

Investment Details

Min. Investment (₹) 100
Min. Addl Investment (₹) 100
Min. SIP Investment (₹) 100
Min. No of Cheques 6
Min. Withdrawal (₹) 100
Min. 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: 12.62%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 5,100 Cr (As on 31-Dec-2021)
Expense: 2.23% (As on 30-Nov-2021)
Risk Grade: Below Average
Return Grade: Above Average
Turnover: 64.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW29-Jun-20211.5830

 21-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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