Home  »  Mutual Fund  »  Sundaram Large And Mid Cap Fund

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

    Know about other Mutual Funds


    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

    Get detailed analysis of other Mutual Funds


    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

    Find details on other Mutual Funds


    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


      More on Mutual Funds

      Most Read Articles:

      Leave a Reply

      Your email address will not be published. Required fields are marked *

      24 + 9 =

      Start your Mutual Fund Investment Now! Open an Account