Sundaram Large and Mid Cap Fund is an Open-ended, large & Mid-cap category fund launched in 2007 by Sundaram Mutual Fund. The fund manager name is S Krishna Kumar. The risk in this fund is low but the returns are above average. In this article, we will do a detailed analysis of the Sundaram Large and Mid Cap Fund, we will dig deep into its AUM, NAV Returns & more.
Sundaram Large and Mid Cap Fund Ranking
Background of Sundaram Large and Mid Cap Fund
| Name of Fund |
Sundaram Large and Mid Cap Fund |
| Type of Fund ( Open / Close) |
Open-ended |
| Category of Fund |
Equity: Large & MidCap |
| Fund Manager |
S Krishna Kumar |
| Launch Date |
1-Feb-2007 |
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Sundaram Large and Mid Cap Fund Performance
| Risk Grade |
Low |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 32.93 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 462.5 crore as on Nov 30, 2018 |
Fund Portfolio Characteristics
| Total Stock/Securities |
38 |
| Total Bonds |
|
| Avg Market Cap (in Cr) |
55305 |
| Portfolio P/B Ratio |
3.84 |
| Portfolio P/E Ratio |
35.05 |
| 3Y Earning Growth (%) |
8.38 |
| Average Maturity |
|
| Avg 52 Week High |
|
| Avg 52 Week Low |
|
| Average Credit Rating |
|
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Sundaram Large and Mid Cap Fund Composition
| Equity |
92.65% |
| Debt |
8.69% |
| Cash |
-1.34% |
| Debentures |
|
| Bonds |
|
| NON Converitbles |
|
| Zero Coupons |
|
| Bonds (short term) |
|
| Repo |
|
Sundaram Large and Mid Cap Fund Risk Analysis
| Standard Deviation |
14.13 |
| Sharpe Ratio |
0.49 |
| Beta |
0.85 |
| R Square |
0.94 |
| Alpha |
0.89 |
Sundaram Large and Mid Cap Fund NAV – Yearly
| 2018 |
32.93 |
| 2017 |
33.21 |
| 2016 |
24.4 |
| 2015 |
22.68 |
| 2014 |
21.93 |
| 52 Week High (NAV) |
36.16 |
| 52 Week Low (NAV) |
30.04 |
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Sundaram Large and Mid Cap Fund Returns – Yearly
| 2018 |
-0.830% |
| 2017 |
36.110% |
| 2016 |
7.560% |
| 2015 |
3.460% |
| 2014 |
48.880% |
Sundaram Large and Mid Cap Fund AUM
| 2018 |
420 |
| 2017 |
304 |
| 2016 |
261 |
| 2015 |
178 |
| 2014 |
123 |
Fund Expense Ratio
| 2018 |
– |
| 2017 |
2.880% |
| 2016 |
2.980% |
| 2015 |
2.990% |
| 2014 |
2.900% |
Fund Quarterly Returns
| 2018 Q1 |
-4.470% |
| 2018 Q2 |
3.150% |
| 2018 Q3 |
-1.600% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
14.690% |
| 2017 Q2 |
3.650% |
| 2017 Q3 |
3.000% |
| 2017 Q4 |
11.710% |
|
|
| 2016 Q1 |
-4.620% |
| 2016 Q2 |
6.760% |
| 2016 Q3 |
7.320% |
| 2016 Q4 |
-1.500% |
|
|
| 2015 Q1 |
3.280% |
| 2015 Q2 |
0.470% |
| 2015 Q3 |
-1.730% |
| 2015 Q4 |
1.450% |
|
|
| 2014 Q1 |
|
| 2014 Q2 |
|
| 2014 Q3 |
|
| 2014 Q4 |
|
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Sundaram Large and Mid Cap Fund Weightage by Sector
| 1 |
Financial (31.98%) |
| 2 |
FMCG (10.90%) |
| 3 |
Construction (9.03%) |
| 4 |
Technology (7.10%) |
| 5 |
Services (6.43%) |
| 6 |
Automobile (6.19%) |
| 7 |
Chemicals (4.4%) |
| 8 |
Healthcare (4.38%) |
| 9 |
Cons Durable (4.17%) |
| 10 |
Energy (3.05%) |
Sundaram Large and Mid Cap Fund Weightage by Securities Holding
| 1 |
ICICI Bank (4.91%) |
| 2 |
EIH (3.55%) |
| 3 |
The Ramco Cements (3.09%) |
| 4 |
Reliance Industries (3.05%) |
| 5 |
Axis Bank (3.02%) |
| 6 |
State Bank of India (3.02%) |
| 7 |
Cummins India (3%) |
| 8 |
Mahindra & Mahindra (2.59%) |
| 9 |
IIFL Holdings(2.88%) |
| 10 |
Aditya Birla Fashion (2.87%) |
Fund Investment Information
| AMC |
Sundaram Asset Management Company Ltd |
| Registrar |
Sundaram BNP Paribas Fund Services |
| Minimum Investment |
5000 |
| Minimum SIP Investment |
250 |
| Exit Load |
1% for redemption within 365 days |
Conclusion:
“The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks”
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