Sundaram Large and Mid Cap Fund(G)
Scheme Returns
0.67%
Category Returns
0.71%
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) | -0.19 | 1.68 | 0.67 | 3.06 | 5.32 | 17.34 | 11.67 | 16.99 | 12.27 |
| Equity - Large & Mid Cap Fund | -0.20 | 1.54 | 0.71 | 2.57 | 6.03 | 19.82 | 14.33 | 18.52 | 14.86 |
* 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
88.7062
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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 | 1.43 | 4.18 | 5.57 | 14.1 | 21.95 |
| SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth | 345.2 | 1.59 | 5.29 | 4.65 | 12.03 | 18.7 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | 24541.33 | 0.41 | 4.19 | 4.38 | 10.85 | 17.96 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 178.8 | 0 | 1.93 | 4.82 | 9.79 | 0 |
| Bandhan Large & Mid Cap Fund-Regular Plan-Growth | 2446.76 | 0.79 | 3.74 | 5.13 | 9.14 | 24.11 |
| DSP Large & Mid Cap Fund-Regular Plan - Growth | 7326.03 | 1.7 | 4.94 | 3.74 | 8.97 | 21.15 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 1619.5 | 1.25 | 5.82 | 3.12 | 8.89 | 22.7 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 878.83 | 0.67 | 4.18 | 3.91 | 8.55 | 0 |
| BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth | 213.22 | 1.39 | 5.23 | 3.76 | 8.16 | 17.82 |
| Kotak Large & Midcap Fund - Growth | 12513.67 | 1.26 | 3.2 | 3.17 | 7.88 | 19.93 |
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 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.84 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12818.1 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12595.54 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12585.11 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12501.03 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12465.38 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |