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( 25 Apr 2024)

₹ 74.95

4.58%

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Sundaram Large and Mid Cap-G

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Performance

20.29%3y Returns

0.83% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.83%
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

₹ 6,195 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 %
Reliance Industries Ltd	4.17%
REC Ltd	0.8%
State Bank of India	2.87%
Sun Pharmaceutical Industries Ltd	1.87%
Sundram Fasteners Ltd	0.58%
Tata Consultancy Services Ltd	1.74%
Tata Motors Ltd	1.44%
Tata Power Company Ltd	0.25%
Tata Steel Ltd	1.01%
Titan Company Ltd	0.9%
Torrent Power Ltd	0.41%
Ultratech Cement Ltd	1.18%
Union Bank of India	0.44%
United Breweries Ltd	1.2%
Persistent Systems Ltd	1.33%
Mold-Tek Packaging Ltd	0.9%
Oberoi Realty Ltd	1.61%
Kirloskar Oil Engines Ltd	0.76%
Triveni Turbine Ltd	0.76%
Multi Commodity Exchange Of India Ltd	1.22%
Alkem Laboratories Ltd	0.6%
Avenue Supermarts Ltd	0.9%
Laurus Labs Ltd	0.42%
Varun Beverages Ltd	1.52%
LTIMindtree Ltd	0.52%
TCI Express Ltd	0.53%
Tube Investments Of India Ltd	1.02%
Dixon Technologies (India) Ltd	1.58%
Dalmia Bharat Ltd	0.78%
Polycab India Ltd	1.06%
Max Healthcare Institute Ltd	1.13%
Sona BLW Precision Forgings Ltd	1.17%
Zomato Ltd	2.04%
Metro Brands Ltd	0.95%
Delhivery Ltd	0.88%
Mankind Pharma Ltd	0.41%
JSW Infrastructure Ltd	0.44%
DOMS Industries Ltd	0.81%
Sundaram Liquid Direct-G	0.97%
ABB India Ltd	1.39%
Ashok Leyland Ltd	0.61%
Astral Ltd	0.92%
Aurobindo Pharma Ltd	1.0%
Axis Bank Ltd	1.86%
Bajaj Finance Ltd	0.67%
Bajaj Finserv Ltd	0.58%
Balkrishna Industries Ltd	0.45%
Bank of India	0.78%
Bharat Electronics Ltd	0.33%
Bharat Forge Ltd	0.67%
Bharat Heavy Electricals Ltd	1.12%
Bharti Airtel Ltd	1.59%
Canara Bank	1.22%
Cholamandalam Investment & Finance Company Ltd	1.51%
Coal India Ltd	0.35%
Container Corporation Of India Ltd	1.57%
Cummins India Ltd	1.12%
Divi's Laboratories Ltd	0.75%
Dr. Reddy's Laboratories Ltd	1.14%
Schaeffler India Ltd	0.8%
The Federal Bank Ltd	1.09%
Fortis Healthcare Ltd	0.88%
HDFC Bank Ltd	4.58%
Hero Motocorp Ltd	0.99%
Hindalco Industries Ltd	1.36%
Hindustan Petroleum Corporation Ltd	0.65%
Hindustan Unilever Ltd	0.91%
ICICI Bank Ltd	4.71%
The Indian Hotels Company Ltd	1.15%
Indusind Bank Ltd	1.25%
Info Edge (India) Ltd	1.26%
Infosys Ltd	2.06%
ITC Ltd	1.07%
Kajaria Ceramics Ltd	0.65%
Larsen & Toubro Ltd	2.67%
Lupin Ltd	1.41%
Max Financial Services Ltd	0.81%
UNO Minda Ltd	1.35%
Mphasis Ltd	1.14%
NTPC Ltd	1.5%
PI Industries Ltd	1.09%
Page Industries Ltd	0.61%
Power Finance Corporation Ltd	1.59%
Relaxo Footwears Ltd	0.46%
Repo	1.3%
Net Payables	-0.14%

Sectors

Company	Allocation %
Others	1.16%
Automobile	7.70%
Construction	5.04%
Consumer Staples	5.51%
Materials	4.78%
Financial	24.76%
Capital Goods	8.74%
Consumer Discretionary	2.31%
Chemicals	1.09%
Textiles	0.61%
Services	9.99%
Energy	6.98%
Technology	6.79%
Unclassified	0.97%
Metals & Mining	2.37%
Healthcare	9.61%
Communication	1.59%

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

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 Cr
Website

http://www.sundarammutual.com

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.

Fund Manager

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Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 24,958 Cr
Highest Return

29.6%

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