Sundaram large and Mid Cap - Direct Plan - Growth Option
Equity
Direct
Large & Mid-Cap
NAV: ₹ 57.2 as on 22-03-2023
Fund Performance
1204 people have invested ₹ 53.1L in mutual fund in the last three months
Fund Insights
In the last 1 year, Motilal Oswal Large and Midcap Fund Direct Growth has given 10.73% return, outperforming Sundaram large and Mid Cap - Direct Plan - Growth Option by 12.42%
In the last 3 years, HDFC Large and Mid Cap Fund Direct Growth has given 33.45% return, outperforming Sundaram large and Mid Cap - Direct Plan - Growth Option by 7.94% per annum
In the last 5 years, Mirae Asset Emerging Bluechip Fund Direct Plan Growth has given 15.25% return, outperforming Sundaram large and Mid Cap - Direct Plan - Growth Option by 3.39% per annum
Sundaram large and Mid Cap - Direct Plan - Growth Option has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.72% which is lower than the category average expense ratio of 1.37%
INDmoney Rank
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Pros
5Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration
Cons
3Y returns in the bottom 25% of the category
Sundaram large and Mid Cap - Direct Plan - Growth Option Performance as on (22-Mar-23)
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 Ashish Aggarwal, Ravi Gopalakrishnan. 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 ₹57.1914 as on 22-03-2023.
2) Sundaram large and Mid Cap - Direct Plan - Growth Option has ₹4885 Cr worth of assets under management (AUM) as on 31-01-2023 and is more than category average.
3) The fund has an expense ratio 0.72 %.
Sundaram large and Mid Cap - Direct Plan - Growth Option Overview
 | 0.72% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹4885 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 51.81% |
Fund Distribution as on (28-Feb-23)
Size breakup
Large cap
57%
Mid cap
35.8%
Small cap
4.8%
Sector Allocation
Financial Services
29.3%
Consumer Cyclical
17.9%
Industrial
17.2%
Tech
10.3%
Basic Materials
7.1%
Consumer Defensive
5.6%
Energy
4.2%
Health
3.3%
Utilities
2%
Communication
1.6%
Real Estate
1.4%
Top Holdings of Sundaram large and Mid Cap - Direct Plan - Growth Option as on (28-Feb-23)
Equity Holdings69
Holdings | Weight% | Holdings Trend | 1M Change |
|---|---|---|---|
 ICICI Bank Ltd | 5.95% | 0% | |
 HDFC Bank Ltd | 4.56% | 0% | |
 Reliance Industries Ltd | 4.14% | 0% | |
 Infosys Ltd | 3.9% | 0% | |
 State Bank of India | 2.76% | 0% |
See all
Sundaram large and Mid Cap - Direct Plan - Growth Option: Monthly Changes Updates
All changes are between Dec'22 and Feb'23
Fund Performance
- This fund’s returns stands at -1.41% whereas the fund’s underlying benchmark NIFTY 500 returns stands at -2.22% as on Feb'23
- This fund outperformed NIFTY 500 by 0.81% in Feb'23
AUM Change
- AUM of the fund stands at 4.9K Cr as of Feb'23
- AUM decreased by 90.4 Cr between Feb'23 and Jan'23
Fund Portfolio Changes
Top Stocks bought last month
Mphasis Ltd's allocation increased from 0.93% to 1.49%
Persistent Systems Ltd's allocation increased from 0.88% to 1.37%
Voltas Ltd's allocation increased from 0.3% to 0.69%
Top Stocks sold last month
ICICI Bank Ltd's allocation decreased from 5.9 % to 5.68 %
Reliance Industries Ltd's allocation decreased from 4.32 % to 4.12 %
State Bank of India's allocation decreased from 3.08 % to 2.87 %
Mid Cap allocation has gone up from 35.5% to 35.8%
Large Cap allocation has gone up from 56.5% to 57%
Small Cap allocation has gone down from 5.1% to 4.8%
Cash allocation has gone down from 2.8% to 2.2%
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial
Feb'23
Financial Services
29%
Consumer Cyclical
18%
Industrial
17%
Jan'23
Financial Services
30%
Consumer Cyclical
18%
Industrial
17%
Gainers & Losers in Sundaram large and Mid Cap - Direct Plan - Growth Option portfolio as on (28-Feb-23)
Top Growth Drivers | 1M Return |
|---|---|
 ABB India Ltd | 15.4% |
 Schaeffler India Ltd | 11.6% |
 Varun Beverages Ltd | 10.9% |
Top Losers | 1M Return |
|---|---|
 Divis Laboratories Ltd | -15.8% |
 Hindalco Industries Ltd | -14.7% |
 Infosys Ltd | -4.1% |
Peer Analysis
Sundaram large and Mid Cap - Direct Plan - Growth Option Fund Manager
Ashish Aggarwal
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.75% since inception which is less than its category average return of 14.26%
Fund Allocations
This fund has an allocation of 97.8% in Equity, 0% in Debt and 2.2% in Cash related instruments
AUM size ₹4885 Cr
This fund has AUM of ₹4885 Cr which is more than its category average of ₹ 4122 Cr
Expense Ratio 0.72%
This fund has an expense ratio of 0.72% which is less than its category average expense ratio of 1.58%
Frequently Asked Questions
The current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option is 56.67 as on 20-Mar-2023.
Existing (Absolute + CAGR)
Sundaram large and Mid Cap - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -4.02% | -4.02% |
6 Month Returns | -6.45% | -6.45% |
1 Year Returns | -1.8% | -1.8% |
3 Years Returns | 85.81% | 22.94% |
5 Years Returns | 73.56% | 11.66% |
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0.72 as on February 2023
4885 Cr as on February 2023
ICICI Bank Ltd(5.95%),HDFC Bank Ltd(4.56%),Reliance Industries Ltd(4.14%),Infosys Ltd(3.9%),State Bank of India(2.76%) as on February 2023
Financial Services(28.66%),Consumer Cyclical(17.52%),Industrial(16.84%) as on February 2023
The alpha ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | -3.19 | -3.65 | 0.39 |
As on February 2023
The alpha for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | 0.95 | 1 | 0.98 |
As on February 2023
The Beta for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | -0.16 | 0.54 | 0.4 |
As on February 2023
The sharpe ratio for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | 15.79 | 24.06 | 20.84 |
As on February 2023
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 0.72 as on February 2023. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ashish Aggarwal,Ravi Gopalakrishnan are the fund managers of Sundaram large and Mid Cap - Direct Plan - Growth Option
The Exit load of Sundaram large and Mid Cap - Direct Plan - Growth Option is 1%
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.