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Sundaram Large and Mid Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
20.143 0.19 (0.96%)

NAV as on 25 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Equity Multiplier Fund has been renamed as Sundaram Large and Mid Cap Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -0.6 57
3 mth 2.6 13
6 mth 3.6 17
1 year 17.5 25
2 year 18.5 29
3 year 11.2 34
5 year 22.2 40

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -14.6 - - - -
2017 11.5 0.8 0.2 8.4 24.1
2016 -5.1 6.9 6.5 -5.5 4.4
2015 3.0 -0.5 -2.5 1.1 3.0
2014 3.9 15.7 3.9 10.5 38.2
2013 -14.0 -2.3 -4.1 15.8 -3.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.6 -7.0 -8.1 -0.6 18.5 11.2 22.2
Category avg -3.1 -2.2 -2.9 9.8 17.1 8.8 11.4
Difference of Fund returns and Category returns 2.5 -4.8 -5.2 -10.4 1.4 2.4 10.8
Best of category 2.6 7.6 11.8 34.7 38.8 24.2 28.4
Worst of category -5.5 -18.3 -22.3 -15.7 3.7 0.6 6.9
Benchmark returns # -1.1 -0.6 0.2 11.9 17.2 9.3 13.2
Difference of Fund returns and Benchmark returns 0.5 -6.4 -8.3 -12.5 1.3 1.9 9.0
# Benchmark Index: NIFTY 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark NIFTY 200
Asset Size (Rs cr) 5.66 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Jul-20-2017) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes Sundaram Equity Multiplier Fund has been renamed as Sundaram Large and Mid Cap Fund w.e.f. May 04, 2018

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Multi Cap - Direct (G) Rank 4
1,312.08 -3.0 -4.0 11.6 7.9 17.7
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.1 -1.6 10.2 10.3 17.9
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -1.6 -1.1 6.3 7.3 21.3
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -1.3 -0.6 7.4 8.6 22.5
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -1.8 -1.0 11.5 11.4 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 16.12 4.33
Reliance Oil & Gas 14.64 3.94
HDFC Bank Banking/Finance 14.36 3.86
TCS Technology 12.70 3.42
Larsen Engineering 12.61 3.39
SBI Banking/Finance 12.23 3.29
HDFC Banking/Finance 12.24 3.29
Infosys Technology 11.38 3.06
NCC Cement 11.37 3.06
M&M Automotive 11.01 2.96

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 25.74 20.37 20.37
Cement 11.51 7.25 7.25
Conglomerates 7.34 1.82 1.82
Engineering 7.22 7.32 7.32
Technology 6.48 10.37 10.37
Manufacturing 5.33 3.15 3.15

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 93.36
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.65

View All

Concentration

Holdings (%)
Top 5 18.94
Top 10 34.60
Sector (%)
Top 3 44.59

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