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Sundaram Large and Mid Cap Fund Direct Growth

Aggregate Rating: 2/5
Equity Large & MidCap
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Overview

Sundaram Large and Mid Cap Fund Direct Growth

Sundaram Mutual Fund

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

Investments in Sundaram Large and Mid Cap Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 90.5156

Fund Size (AUM)

₹6380.97 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 100

SIP: ₹100

Launch Date

08-Jan-2013

Expense Ratio

0.86%

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Benchmark

NIFTY Large Midcap 250 Total Return Index

Standard Deviation

15.5

History

Performance & Ratios

1-Year SIP Return

-4.05%

3-Year SIP Return

15.91%

5-Year SIP Return

18.07%

Mean Return

12.79%

Alpha

0.7

Beta

1.02

Sharpe Ratio

0.54

Sortino Ratio

0.9

Information Ratio

0.2

Returns
1Y 3Y 5Y All Time
Fund Returns 11.48% 15.27% 26.1% 15.02%
Category Average 5.64% 15.97% 25.92% N/A
Rank Within Category 18 25 18 N/A

Holdings (73)

Company Sector Instrument Assets
HDFC Bank Ltd. Financial Equity 5.56%
ICICI Bank Ltd. Financial Equity 4.7%
Reliance Industries Ltd. Energy Equity 4.08%
State Bank of India Financial Equity 2.78%
Infosys Ltd. Technology Equity 2.46%
Bharti Airtel Ltd. Communication Equity 2.44%
None None Mutual Fund 2.36%
Kotak Mahindra Bank Ltd. Financial Equity 2.31%
Larsen & Toubro Ltd. Construction Equity 2.19%
Amber Enterprises India Ltd. Consumer Discretionary Equity 1.95%

Holdings Analysis

Peer Comparison

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 100

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: Any day of the month

Min Amount: ₹ 1000

Min Installments: 5

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: Any day of the month

Min Amount: ₹ 500

Min Installments: 6

AMC Details

Asset Management Company

Sundaram Mutual Fund

Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.

With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.

For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.

It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

Launch Date

1996-02-26T00:00:00.977Z

Total AUM

₹ 64175.83 Cr

Address

Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014

Phone

1860-425-7237

Website

http://www.sundarammutual.com

Sub Type

Contra

Sub Type Info

Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.

Tax Impact

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Sundaram Large and Mid Cap Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Sundaram Large and Mid Cap Fund Direct Growth?

The top stocks held by Sundaram Large and Mid Cap Fund Direct Growth include HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd..

Which industries does Sundaram Large and Mid Cap Fund Direct Growth invest in?

Sundaram Large and Mid Cap Fund Direct Growth primarily invests in the following industries: Financial, Energy, Technology.

Who are the fund managers of Sundaram Large and Mid Cap Fund Direct Growth?

The fund managers of Sundaram Large and Mid Cap Fund Direct Growth are Bharath S. and Ashish Aggarwal.

How many years has the fund manager been managing Sundaram Large and Mid Cap Fund Direct Growth?

Bharath S.: Calculating...
Ashish Aggarwal: Calculating...

What is the minimum investment for Sundaram Large and Mid Cap Fund Direct Growth?

The minimum investment for Sundaram Large and Mid Cap Fund Direct Growth is ₹100 for lumpsum investments and ₹100 for SIPs.

What are the average 1-year returns for Sundaram Large and Mid Cap Fund Direct Growth?

Calculating...

What are the average 3-year returns for Sundaram Large and Mid Cap Fund Direct Growth?

Calculating...

What is the expense ratio of Sundaram Large and Mid Cap Fund Direct Growth, and how does it compare to its category?

The expense ratio of Sundaram Large and Mid Cap Fund Direct Growth is 0.86%. No category comparison data is available.