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
Invest in Sundaram Large and Mid Cap Fund – Fill up the Form Below 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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