Sundaram large and Mid Cap - Direct Plan - Growth Option
Sundaram large and Mid Cap - Direct Plan - Growth Option

Sundaram large and Mid Cap - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Large & Mid-Cap

NAV: ₹ 60.3 as on 24-11-2021

INDmoney RANK
10
/22
among Large & Mid-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
51%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
31%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
64%
About the Fund

Sundaram large and Mid Cap - Direct Plan - Growth Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by S. Bharath, Rahul Baijal. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram large and Mid Cap - Direct Plan - Growth Option has a NAV of 60.2526 as on 29-Nov-2021.

2) Sundaram large and Mid Cap - Direct Plan - Growth Option has 1844 Cr worth of assets under management (AUM) as on 29-Nov-2021 and is less than category average.

3) The fund has an expense ratio 0.9 %.

Fund Overview

Expense ratio
Expense ratio
0.9%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹1844 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹750
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
101.18%

Fund Distribution

  • Equity 95%
  • Debt & Cash 5%
Size breakup
Large cap
80.9%
Mid cap
19.1%
Sector Allocation
Financial Services30.7%
Tech14.5%
Industrial13.5%
Cyclical9.9%
Basic Materials8.7%
Health7.6%
Energy6.4%
Defensive4.7%
Utilities2.1%
Communication1.9%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings4
Infosys Ltd
Infosys Ltd
5.6%
ICICI Bank Ltd
ICICI Bank Ltd
4.9%
HDFC Bank Ltd
HDFC Bank Ltd
4.3%
Reliance Industries Ltd
Reliance Industries Ltd
4.2%
State Bank of India
State Bank of India
4%
MindTree Ltd
MindTree Ltd
3.7%
Larsen & Toubro Ltd
Larsen & Toubro Ltd
3.6%
Treps
Treps
3.4%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 16.6% since inception which is less than its category average return of 18.96%
Fund Allocations

Fund Allocations

This fund has an allocation of 95% in Equity, 0% in Debt and 5% in Cash related instruments
AUM size ₹1844 Cr

AUM size ₹1844 Cr

This fund has AUM of ₹1844 Cr which is less than its category average of ₹ 3182 Cr
Expense Ratio 0.9%

Expense Ratio 0.9%

This fund has an expense ratio of 0.9% which is less than its category average expense ratio of 1.64%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram large and Mid Cap - Direct Plan - Growth Option Fund ?

What is the current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option Fund?

How do I invest in Sundaram large and Mid Cap - Direct Plan - Growth Option Fund?

What is the expense ratio of Sundaram large and Mid Cap - Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Sundaram large and Mid Cap - Direct Plan - Growth Option fund ?

What are the top holdings of Sundaram large and Mid Cap - Direct Plan - Growth Option Fund?

What are the top sectors Sundaram large and Mid Cap - Direct Plan - Growth Option Fund has invested in?

We are a SEBI registered investement advisor
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