Sundaram Large and Mid Cap Fund – Analyse AUM, NAV, Returns and more

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


Sundaram Large and Mid Cap Fund Ranking

Crisil MF Rank NA

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

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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”


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

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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