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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