Sundaram Large and Mid Cap Fund Overview

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Sundaram Large and Mid Cap Fund is an open ended equity fund under the category of large and mid cap fund. Previously it was named Sundaram Equity Multiplier Fund. The investment objective of Sundaram Large and Mid Cap Fund is to generate long term capital by predominantly investing in equity stocks of large and mid cap companies.

Sundaram Large and Mid Cap Fund was launched on 27th February, 2007. In terms of asset allocation, Sundaram Large and Mid Cap Fund allocate a major part of its asset in large cap stocks to ensure stability and a considerable amount of asset in mid cap stocks for ensuring good amount of return. You can invest a minimum sip amount of Rs. 250 on a monthly basis in Sundaram Large and Mid Cap Fund. 

Sundaram Large and Mid Cap Fund Facts

  • Sundaram Large and Mid Cap Mutual Fund Scheme invests 92.87% in equity stocks out of which 55.02% in large cap and 37.84% in mid cap stocks.
  • Sundaram Large and Mid Cap Fund follows the strategy of top down and bottom-up approach by investing in a mix of MNC stocks with aim to generate high return.
  • Sundaram Large and Mid Cap Fund regular growth scheme offers professional fund management.
  • You can either choose Sundaram Large and Mid Cap Fund growth option or dividend option. But to earn a good return, the best option is Sundaram Large and Mid Cap Fund growth scheme.
  • This fund is suitable for those who wants to invest for a minimum 4 to 5 years and earn a good amount of return. 

Top 5 Sectors of Sundaram Large and Mid Cap Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 17.55
2 Miscellaneous 7.13
3 IT – Software 7.1
4 Cement and Construction Materials 6.6
5 Refineries 4.98

(as on 04/04/2019)

Top 10 Holdings of Sundaram Large and Mid Cap Fund

S.No. Holding Name Net Assets (in %)
1 TREPS 5.66
2 Axis Bank Ltd 5.23
3 Reliance Industries Ltd 4.98
4 ICICI Bank Ltd 4.37
5 EIH Ltd 3.97
6 HDFC Bank Ltd 3.87
7 Aditya Birla Fashion and Retail Ltd 3.23
8 The Ramco Cements Ltd 3.1
9 TVS Motor Company Ltd 2.95
10 Infosys Ltd 2.92

(as on 04/04/2019)

Sundaram Large and Mid Cap Fund Details

Launch Date- February 27, 2007
Fund Manager- Mr. S. Krishna Kumar
Risk- Moderately High
Benchmark- NIFTY 200 Index
Return Since Launch- 9.94%
AUM- Rs. 512.88 crore (as on 28th Feb, 2019)

The below mentioned table depicts the performance of Sundaram Large and Mid Cap Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 7.63 16.57 17.42 16.19
S&P BSE 200 TRI 11.26 15.85 14.29 16.59
Category 2.48 13.78 15.96 17.48
Rank within Category 3 4 4 12
Number of funds in category 22 20 18 17
As on Apr 04, 2019

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