Sundaram large and Mid Cap - Direct Plan - Growth Option

Sundaram large and Mid Cap - Direct Plan - Growth Option

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Equity
Direct
Large & Mid-Cap
NAV: ₹ 80.3 as on 22-02-2024
Fund Performance
zero opening, trading, fund transfer fee
1538 people have invested ₹ 1.1Cr in Sundaram large and Mid Cap - Direct Plan - Growth Option in the last three months

Mutual Fund Insights

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In the last 5 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 27.8% return, outperforming this fund by 8.76% per annum.
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In the last 1 year, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 55.36% return, outperforming this fund by 21.42%.
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In the last 3 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 31.64% return, outperforming this fund by 12.42% per annum.
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This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.74% which is lower than the category average expense ratio of 1.23%.

INDmoney Rank of Sundaram large and Mid Cap - Direct Plan - Growth Option

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IND ranking is not available for this fund.

Pros

Beats FD returns for both 3Y & 5Y duration

Cons

No bad points found for this fund.

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

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 Ravi Gopalakrishnan, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram large and Mid Cap - Direct Plan - Growth Option has ₹6040 Cr worth of assets under management (AUM) as on Jan 2024 and is more than category average.
  2. The fund has an expense ratio 0.7.

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

Expense ratio
Expense ratio
0.74%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹6040 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
24.68%

Sundaram large and Mid Cap - Direct Plan - Growth Option Distribution as on (31-Jan-24)

  • Equity 98.4%

  • Debt & Cash 1.6%

Size breakup

Large cap
55.3%
Mid cap
38.7%
Small cap
4.4%
Sector Allocation

Jan'24

Dec'23

Nov'23

Financial Services
27.3%
Industrial
15.8%
Consumer Cyclical
15.7%
Health
9.7%
Tech
9.1%
Consumer Defensive
6.1%
Basic Materials
6%
Energy
4.2%
Communication
2.7%
Utilities
1.9%
Real Estate
1.5%

Top Holdings of Sundaram large and Mid Cap - Direct Plan - Growth Option as on (31-Jan-24)

  • Equity

Equity Holdings81

Sundaram large and Mid Cap - Direct Plan - Growth Option: Monthly Changes Updates

All changes are between Nov'23 and Jan'24
Fund Performance
Jan'24
Dec'23
Nov'23
Fund Returns
0.30%
6.78%
8.47%
NIFTY 500
1.71%
7.25%
7.50%
  • This fund’s returns stands at 0.30% whereas the fund’s underlying benchmark NIFTY 500 returns stands at 1.71% as on Jan'24
  • This fund underperformed NIFTY 500 by 1.41% in Jan'24
AUM Change
Parameters
Jan'24
Dec'23
Nov'23
AUM
₹ 6K Cr
₹ 6.1K Cr
₹ 5.7K Cr
  • AUM of the fund stands at 6K Cr as of Jan'24
  • AUM decreased by 34.6 Cr between Jan'24 and Dec'23
Fund Portfolio Changes

Gainers & Losers in Sundaram large and Mid Cap - Direct Plan - Growth Option portfolio Returns for the month of Jan

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

Ravi Gopalakrishnan
Ravi Gopalakrishnan
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022
Ashish Aggarwal
Ashish Aggarwal
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022

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

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 16.02% since inception which is less than its category average return of 16.47%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.36% in Equity, 0% in Debt and 1.64% in Cash related instruments
AUM size ₹6040 Cr

AUM size ₹6040 Cr

This fund has AUM of ₹6040 Cr which is more than its category average of ₹ 5738 Cr
Expense Ratio 0.74%

Expense Ratio 0.74%

This fund has an expense ratio of 0.74% which is less than its category average expense ratio of 1.33%

Frequently Asked Questions

The current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option is ₹80.32 as on 22-Feb-2024.
Existing (Absolute + CAGR) as on 22-Feb-2024.
Sundaram large and Mid Cap - Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
3.39%
3.39%
6 Month Returns
18.58%
18.58%
1 Year Returns
36.83%
36.83%
3 Years Returns
73.68%
20.2%
5 Years Returns
140.68%
19.2%
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0.74% as on January 2024
₹6040 Cr as on January 2024
HDFC Bank Ltd(4.75%), ICICI Bank Ltd(4.66%), Reliance Industries Ltd(4.11%), Larsen & Toubro Ltd(2.66%), Infosys Ltd(2.34%) as on January 2024
Financial Services(26.84%), Industrial(15.54%), Consumer Cyclical(15.45%) as on January 2024
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
-5.66
-1.71
-1.92
As on January 2024
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
0.98
0.98
0.98
As on January 2024
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
1.79
1.16
0.68
As on January 2024
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
12.39
14.42
20.26
As on January 2024
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 2.45 as on January 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ravi Gopalakrishnan, Ashish Aggarwal 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%