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you are here: Moneycontrol Mutual Funds Large & Mid Cap Fund Sundaram Mutual Fund Sundaram Large and Mid Cap Fund - Direct Plan (G)

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

Previous Name: Sundaram Equity Multiplier Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119566
33.318 0.27 ( 0.82 %)
NAV as on 21 Feb, 2019
Crisil MF Rank
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MODERATELY HIGH
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Info

Good performance in the category

The scheme is ranked 2 in Large & Mid Cap Fund category by Crisil (for quarter ended Dec 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Equity Multiplier Fund has been renamed as Sundaram Large and Mid Cap Fund w.e.f. May 04, 2018

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Returns (NAV as on Feb 21, 2019)
Period Returns(%) Rank#
1 Month -2.7 13
3 Months -1.2 18
6 Months -10.4 18
1 Year 0.3 2
2 Years 10.4 3
3 Years 16.6 12
5 Years 18.5 7

# Moneycontrol Rank within 41 Large & Mid Cap Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.6 2.5 -0.8 3.5 2.1
2017 14.5 3.4 2.6 11.0 37.0
2016 -5.1 7.1 6.5 -3.0 7.4
2015 3.0 -0.5 -2.5 1.1 3.0
2014 3.8 25.5 3.9 10.5 49.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large & Mid Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -2.7 -1.2 -10.4 0.3 10.4 16.6 18.5
Category average -3.3 -2.2 -11.1 -6.5 5.9 14.3 16.3
Difference of Fund returns and Category returns 0.6 1 0.7 6.8 4.5 2.3 2.2
Best of Category -1.1 2.4 -5.2 1.3 12.8 21.3 27.3
Worst of Category -4.1 -13.1 -20.1 -23 -0.2 8.3 9
Benchmark returns # -2 0.9 -8.9 0 8.2 14.1 12.9
Difference of Fund returns and Benchmark returns -0.7 -2.1 -1.5 0.3 2.2 2.5 5.6
# Benchmark Index: Nifty 200

Investment Information

Investment Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    Nifty 200

  • Asset size (Rs Cr):

    21.04 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. 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

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Equity Advantage Fund (G) 4,458.71 372.8 -1.3 -15.7 -8.7 12.3 17.0
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (G) 1,044.28 392.6 -1.1 -15.3 -7.7 13.7 18.1
DSP Equity Opportunities Fund - Direct Plan (G) 739.73 212.8 0.0 -9.7 -5.0 16.6 17.5
DSP Equity Opportunities Fund - Regular Plan (G) 4,660.79 202.6 -0.2 -10.2 -5.9 15.4 16.4
Mirae Asset Emerging Bluechip Fund (G) 4,774.72 48.7 0.3 -6.7 -0.3 20.4 25.5
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
Axis Bank Banking/Finance 23.33 5.48
ICICI Bank Banking/Finance 27.32 4.68
EIH Services 20.57 4.13
HDFC Bank Banking/Finance 15.45 3.99
SBI Banking/Finance 19.87 3.18
Aurobindo Pharm Pharmaceuticals 14.25 3.10
Aditya Birla F Retail & Real Estate 15.40 3.09
Infosys Technology 14.83 3.07
Reliance Oil & Gas 15.29 2.98
Ramco Cements Cement 15.85 2.86
Asset Allocation (%) As on Jan 31, 2019
Equity 96.60
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.42
Sector Allocation (%) As on Jan 31, 2019
Sector %
Banking/Finance 31.90
Technology 7.37
Engineering 6.85
Services 6.53
Conglomerates 6.52
Cement 5.74
Concentration As on Jan 31, 2019
Holdings %
Top 5 21.46
Top 10 96.6
Sectors %
Top 3
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