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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
33.644 0.09 ( 0.26 %)
NAV as on 14 Nov, 2018
Crisil MF Rank
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MODERATELY HIGH
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Info

Very Good performance in the category

The scheme is ranked 1 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 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 Nov 14, 2018)
Period Returns(%) Rank#
1 Month 4.1 5
3 Months -7.9 19
6 Months -3.4 5
1 Year 4.1 1
2 Years 15.5 3
3 Years 14.3 9
5 Years 19.7 10

# 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 - -
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
2013 -14.0 -2.3 -4.1 15.8 -3.7

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 4.1 -7.9 -3.4 4.1 15.5 14.3 19.7
Category average 2.5 -7.7 -7.5 -5.4 10 10.7 16.4
Difference of Fund returns and Category returns 1.6 -0.2 4.1 9.5 5.5 3.6 3.3
Best of Category 5.4 -2.8 -2.5 4.1 16.7 17.9 32.8
Worst of Category 1.1 -15.9 -15.4 -21.6 6.2 6.4 9.8
Benchmark returns # 1.2 -7.9 -3.7 0.5 14 10.9 13.2
Difference of Fund returns and Benchmark returns 2.9 0 0.3 3.6 1.5 3.4 6.5
# 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):

    5.66 ( Mar 31, 2018 )

  • Asset Date:

    Mar 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) 4,761.90 380.3 -12.7 -9.7 -11.6 10.5 18.8
DSP Equity Opportunities Fund - Regular Plan (G) 4,212.33 204.3 -8.1 -7.5 -6.5 12.1 17.2
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 48.7 -5.5 -2.8 -2.0 17.1 28.4
Canara Robeco Emerging Equities - Direct Plan (G) 354.03 91.8 -10.7 -7.9 -4.1 14.3 29.0
Canara Robeco Emerging Equities (G) 2,849.72 86.4 -10.9 -8.4 -5.3 12.9 27.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Reliance Oil & Gas 0.57 4.70
ICICI Bank Banking/Finance 0.43 4.57
TCS Technology 0.37 3.55
Ramco Cements Cement 0.56 3.46
SBI Banking/Finance 0.42 3.04
MphasiS Technology 0.36 3.01
Aditya Birla F Retail & Real Estate 0.34 2.95
M&M Automotive 0.37 2.94
Cummins Engineering 0.35 2.90
Infosys Technology 0.36 2.80
Asset Allocation (%) As on Sep 29, 2018
Equity 93.79
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 6.22
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 21.95
Technology 11.45
Engineering 7.71
Cement 7.19
Conglomerates 5.36
Automotive 5.16
Concentration As on Sep 29, 2018
Holdings %
Top 5 19.32
Top 10 93.79
Sectors %
Top 3
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