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 RankNA

Background of Sundaram Large and Mid Cap Fund

Name of FundSundaram Large and Mid Cap Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Large & MidCap
Fund ManagerS Krishna Kumar
Launch Date1-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 GradeLow
Return GradeAbove 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/Securities38
Total Bonds
Avg Market Cap (in Cr)55305
Portfolio P/B Ratio3.84
Portfolio P/E Ratio35.05
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

Equity92.65%
Debt8.69%
Cash-1.34%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Sundaram Large and Mid Cap Fund Risk Analysis

Standard Deviation14.13
Sharpe Ratio0.49
Beta0.85
R Square0.94
Alpha0.89

Sundaram Large and Mid Cap Fund NAV – Yearly

201832.93
201733.21
201624.4
201522.68
201421.93
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%
201736.110%
20167.560%
20153.460%
201448.880%

Sundaram Large and Mid Cap Fund AUM

2018420
2017304
2016261
2015178
2014123

Fund Expense Ratio

2018
20172.880%
20162.980%
20152.990%
20142.900%

Fund Quarterly Returns

2018 Q1-4.470%
2018 Q23.150%
2018 Q3-1.600%
2018 Q4
2017 Q114.690%
2017 Q23.650%
2017 Q33.000%
2017 Q411.710%
2016 Q1-4.620%
2016 Q26.760%
2016 Q37.320%
2016 Q4-1.500%
2015 Q13.280%
2015 Q20.470%
2015 Q3-1.730%
2015 Q41.450%
2014 Q1
2014 Q2
2014 Q3
2014 Q4

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Sundaram Large and Mid Cap Fund Weightage by Sector

1Financial (31.98%)
2FMCG (10.90%)
3Construction (9.03%)
4Technology (7.10%)
5Services (6.43%)
6Automobile (6.19%)
7Chemicals (4.4%)
8Healthcare (4.38%)
9Cons Durable (4.17%)
10Energy (3.05%)

Sundaram Large and Mid Cap Fund Weightage by Securities Holding

1ICICI Bank (4.91%)
2EIH (3.55%)
3The Ramco Cements (3.09%)
4Reliance Industries (3.05%)
5Axis Bank (3.02%)
6State Bank of India (3.02%)
7Cummins India (3%)
8Mahindra & Mahindra (2.59%)
9IIFL Holdings(2.88%)
10Aditya Birla Fashion (2.87%)

Fund Investment Information

AMCSundaram Asset Management Company Ltd
RegistrarSundaram BNP Paribas Fund Services
Minimum Investment5000
Minimum SIP Investment250
Exit Load1% 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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