Sundaram Large and Mid Cap Fund(G)
Scheme Returns
0.61%
Category Returns
0.78%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram Large and Mid Cap Fund(G) | -0.06 | 0.52 | 0.61 | 2.80 | 4.85 | 17.30 | 11.54 | 16.85 | 12.26 |
| Equity - Large & Mid Cap Fund | 0.07 | 0.73 | 0.78 | 2.42 | 5.58 | 19.83 | 14.23 | 18.43 | 14.87 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
27-Feb-2007
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
502,402.81
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Scheme Plan
--
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Scheme Class
Equity - Large & Mid Cap Fund
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Objectives
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.
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Scheme Type
Open ended scheme
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Min. Investment
₹100
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Exit Load
--
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Latest NAV
87.4189
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Fund Manager
Mr. S. Bharath
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Fund Manager Profile
Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
+91 (22) 22858 3156
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Multi Commodity Exchange of India Ltd | 10577.18 | 1.5 |
| Dr Lal Path Labs Ltd | 8474.64 | 1.2 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Finance | 1.5% |
| Healthcare | 1.2% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| ICICI Prudential Large & Mid Cap Fund - Growth | 7364.44 | 1.12 | 3.77 | 5.29 | 13.13 | 21.81 |
| SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth | 345.2 | 1.43 | 5.12 | 4.55 | 11.46 | 18.62 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | 24541.33 | 0.48 | 4.19 | 4.59 | 10.54 | 17.97 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 178.8 | 0 | 1.74 | 4.91 | 9.58 | 0 |
| Bandhan Large & Mid Cap Fund-Regular Plan-Growth | 2446.76 | 0.78 | 3.68 | 5.41 | 8.57 | 24.08 |
| DSP Large & Mid Cap Fund-Regular Plan - Growth | 7326.03 | 1.69 | 5 | 3.85 | 8.47 | 21.13 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 878.83 | 0.9 | 4.01 | 4.4 | 8.29 | 0 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 1619.5 | 1.24 | 5.58 | 3.54 | 8.2 | 22.68 |
| Kotak Large & Midcap Fund - Growth | 12513.67 | 1.32 | 3.08 | 3.45 | 7.65 | 19.93 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 2597.31 | -0.18 | 2.88 | 1.29 | 7.45 | 18.03 |
Other Funds From - Sundaram Large and Mid Cap Fund(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13344.99 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.84 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12818.1 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12595.54 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12585.11 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12501.03 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12465.38 | 0.91 | 3.14 | 4.09 | 5.66 | 25.13 |