Sundaram Large and Mid Cap-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

3 Morning Star

2 Value Research

NAV( 26 Feb 2024)

₹ 72.38
4.41%

Sundaram Large and Mid Cap-G

Invest now
Performance

18.42%3y Returns

-0.44% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.84%
  • Exit load

    1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 6,040 Cr
  • Plan

    REGULAR
  • Launch date

    10 Jan 2007
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF903J01DT1
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Schaeffler India Ltd 0.91%
The Indian Hotels Company Ltd 0.98%
Vedant Fashions Ltd 0.41%
Delhivery Ltd 0.64%
Bajaj Finserv Ltd 0.59%
FSN E-Commerce Ventures Ltd 0.95%
Cummins India Ltd 0.88%
ITC Ltd 1.13%
The Federal Bank Ltd 1.09%
Fortis Healthcare Ltd 1.14%
TCI Express Ltd 0.73%
Laurus Labs Ltd 0.42%
Cholamandalam Investment & Finance Company Ltd 1.58%
Divi's Laboratories Ltd 0.97%
Dr. Reddy's Laboratories Ltd 1.17%
Info Edge (India) Ltd 1.1%
Bharti Airtel Ltd 1.6%
Tata Motors Ltd 1.32%
Mankind Pharma Ltd 0.36%
Relaxo Footwears Ltd 0.5%
DOMS Industries Ltd 0.74%
Balkrishna Industries Ltd 0.49%
Sundram Fasteners Ltd 0.66%
REC Ltd 0.91%
Tata Steel Ltd 0.9%
Tata Consultancy Services Ltd 1.76%
Repo 1.36%
Bharat Forge Ltd 0.76%
Bharat Heavy Electricals Ltd 1.06%
Reliance Industries Ltd 4.11%
Persistent Systems Ltd 1.43%
Mold-Tek Packaging Ltd 1.0%
Lupin Ltd 1.35%
Larsen & Toubro Ltd 2.66%
Aurobindo Pharma Ltd 1.09%
Metro Brands Ltd 0.92%
Varun Beverages Ltd 1.75%
Max Healthcare Institute Ltd 0.73%
State Bank of India 2.27%
Hindustan Unilever Ltd 1.03%
Navin Fluorine International Ltd 0.55%
Sun Pharmaceutical Industries Ltd 1.68%
Mphasis Ltd 1.27%
Cash/Net Current Assets 0.28%
Alkem Laboratories Ltd 0.62%
Avenue Supermarts Ltd 0.77%
Hero Motocorp Ltd 0.92%
Kajaria Ceramics Ltd 0.79%
LTIMindtree Ltd 0.9%
Titan Company Ltd 0.9%
ICICI Bank Ltd 4.66%
Dalmia Bharat Ltd 0.94%
Oberoi Realty Ltd 1.48%
Bajaj Finance Ltd 0.94%
Dixon Technologies (India) Ltd 1.3%
Infosys Ltd 2.34%
Hindalco Industries Ltd 1.44%
Ashok Leyland Ltd 0.67%
HDFC Bank Ltd 4.75%
Bank of India 0.74%
Kirloskar Oil Engines Ltd 0.65%
Triveni Turbine Ltd 0.55%
Ultratech Cement Ltd 1.26%
United Breweries Ltd 1.28%
Indusind Bank Ltd 1.47%
ABB India Ltd 1.04%
Axis Bank Ltd 2.07%
Astral Ltd 0.86%
Polycab India Ltd 1.16%
Torrent Power Ltd 0.27%
Multi Commodity Exchange Of India Ltd 1.43%
Max Financial Services Ltd 0.74%
UNO Minda Ltd 1.39%
Canara Bank 1.52%
Tube Investments Of India Ltd 1.09%
Power Finance Corporation Ltd 2.06%
NTPC Ltd 1.58%
JSW Infrastructure Ltd 0.39%
Container Corporation Of India Ltd 1.62%
Sona BLW Precision Forgings Ltd 1.23%
Zomato Ltd 1.6%
PI Industries Ltd 0.82%
Page Industries Ltd 0.53%
Sectors
Company Allocation %
Others 1.64%
Automobile 7.87%
Construction 4.14%
Consumer Staples 5.93%
Materials 4.85%
Financial 25.39%
Capital Goods 8.21%
Consumer Discretionary 2.32%
Chemicals 1.37%
Textiles 0.53%
Services 10.62%
Energy 5.96%
Technology 7.70%
Metals & Mining 2.34%
Healthcare 9.53%
Communication 1.60%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    9
  • AUM

    ₹ 24,423 Cr
  • Highest Return

    30.48%
About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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