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Sundaram Large and Mid Cap Fund - Direct Plan
(Erstwhile Sundaram Equity Multiplier)

4 Value Research
-0.77%
Change from previous, NAV as on Dec 10, 2019
Category: Equity: Large & MidCap
Assets: R 871 crore (As on Oct 31, 2019)
Expense: 1.28% (As on Oct 31, 2019)
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Basic Details
Fund House: Sundaram Mutual Fund
Launch Date: Jan 01, 2013
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Moderately High
Risk Grade: Low
Return Grade: Above Average
Turnover: 76%
Type: Open-ended
Investment Details
Return since Launch: 13.93%
Minimum Investment (R) 100
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 100
Minimum No of Cheques 20
Minimum Withdrawal (R) 100
Minimum Balance (R) 1
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 8.91 -1.37 10.42 15.22 15.00 11.54 -
S&P BSE 250 Large MidCap TRI 7.98 -0.07 8.35 10.61 13.15 9.22 -
Category 6.77 -0.49 7.84 11.96 11.13 9.46 -
Rank within Category 9 21 2 8 3 5 -
Number of funds in category 23 25 24 23 20 19 0
As on Dec 10, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Sundaram Large and Mid Cap Fund - Direct Plan Jan-2013 15.22 15.00 11.54 1.28 871
Canara Robeco Emerging Equities Fund - Direct Plan Jan-2013 12.26 13.93 12.93 0.78 5,258
Invesco India Growth Opportunities Fund - Direct Plan Jan-2013 15.59 16.03 12.00 1.09 2,108
Kotak Equity Opportunities Fund - Direct Plan Jan-2013 16.09 12.56 11.27 1.16 2,837
Mirae Asset Emerging Bluechip Fund - Direct Plan Jan-2013 18.24 16.09 16.42 0.84 9,229
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 67,205.58 - 65,867.12
Giant (%) 38.16 - 42.24
Large (%) 20.70 - 11.72
Mid (%) 41.15 - 43.29
Small (%) - - 6.29
Tiny (%) - - 0.21
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Reliance Industries Energy 23.59 6.33 2.79 6.33
  ICICI Bank Financial 66.62 5.46 2.09 5.46
  Sundaram Overnight Fund Direct-G - - - - 4.59
  Larsen & Toubro Construction 18.98 4.97 1.85 4.53
  Berger Paints India Chemicals 78.09 3.89 0.00 3.89
  Siemens Engineering 47.46 4.08 0.00 3.87
  ICICI Lombard General Insurance Financial 56.55 3.86 0.00 3.86
  HDFC Bank Financial 29.26 5.61 2.13 3.80
  Bajaj Finance Financial 48.59 4.27 0.00 3.69
  TVS Motor Co. Automobile 29.22 3.42 0.00 3.42
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Oct 31, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Oct 17, 2019 0.2656   More...
    Jul 18, 2019 0.4427    
    May 28, 2019 0.4427    
    Jan 17, 2019 0.4427    
    Oct 11, 2018 0.4427    
    Jul 17, 2018 0.4427    
    Mar 15, 2018 2.0000    
    Jan 09, 2018 0.5000    
    Oct 12, 2017 0.5000    
    Jul 20, 2017 0.5000    
    Apr 11, 2017 0.5000    
    Jan 11, 2017 0.5000    
    Oct 07, 2016 0.5000    
    May 02, 2014 1.0000    
News and Analysis
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: www.sundarammutual.com



Registrar & Transfer Agent: Karvy Fintech Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com