Sundaram Mutual FundSundaram Large and Midcap Fund Regular Plan - Growth
Equity: Large and Mid Cap Very High
3.59 %1 Month
Rs. 0.541Day Change

1M 6M 1Y All
NAV : Aug 20, 2024 ₹ 85.62
Min. SIP Amount ₹ 250
Fund Size : ₹ 6862.47 Cr.
Bench Mark NIFTY LARGE MIDCAP 2
Peer Camparision
S.No. 1Y(%) 3Y(%) 5Y(%) Fund Size(Cr.)
1 Sundaram Large and Midcap Fund Regular Plan - Growth 40.96 20.68 68624.7
2 Quant Large & Mid Cap Fund - Growth Option 56.95 28.59 32828.2
3 Motilal Oswal Large and Midcap Fund - Regular Plan Growth 53.06 24.56 49340.4
4 BANDHAN Core Equity Fund - Regular Plan - Growth 52.43 25.68 53496.6
5 Invesco India Large & Mid Cap Fund - Growth 50.7 21.37 58416.6

Fund Manager
Ravi Gopalakrishnan, Ashish Aggarwal

Category Performance
Fund Name
1Y (%)
3Y (%)
5Y (%)
Inception (%)
NIFTY 50 TRI
25.57
15.79
18.37
14.3
Equity: Large and Mid Cap
41.19
20.59
23.26
17.94

Asset Holding
Others : 10.34
Equity : 89.25

Portfolio Holding
Company Holding (%)
HDFC BANK LIMITED 4.3
ICICI BANK LIMITED 3.84
RELIANCE INDUSTRIES LIMITED 3.27
STATE BANK OF INDIA 2.85
INFOSYS LIMITED 2.39
ZOMATO LIMITED 2.26
LARSEN AND TOUBRO LIMITED 2.25
BHARTI AIRTEL LIMITED 1.91
UNO MINDA LIMITED 1.8
Sector Allocation (%)
Banks 15.26
N/A 10.75
Auto Components 8.07
Pharmaceuticals & Biotechnology 7.06
It - Software 5.25
Industrial Products 5.1
Petroleum Products 4.55
Retailing 4.52
Finance 4.06

Expense Ratio : 1.8 %
Expense Ratio Date : 2024-05-31
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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