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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
33.355 0.46 ( 1.40 %)
NAV as on 11 Dec, 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 Dec 11, 2018)
Period Returns(%) Rank#
1 Month -1.0 26
3 Months -6.8 16
6 Months -3.9 7
1 Year 0.3 1
2 Years 15.7 5
3 Years 14.3 9
5 Years 18.6 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 - -
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 -1 -6.8 -3.9 0.3 15.7 14.3 18.6
Category average -1.3 -7.7 -6.8 -8.3 10.1 10.9 15.1
Difference of Fund returns and Category returns 0.3 0.9 2.9 8.6 5.6 3.4 3.5
Best of Category -0.1 -2.3 -1.4 0.3 16.8 17.5 28.4
Worst of Category -3.2 -12.6 -14.8 -26.2 5.1 6.6 8.7
Benchmark returns # 0.1 -7.3 -4 -1.9 12.7 11.5 12.2
Difference of Fund returns and Benchmark returns -1.1 0.5 0.1 2.2 3 2.8 6.4
# 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(%)
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 821.17 51 -4.2 -1.4 -4.8 17.5 28.4
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 48.4 -4.4 -1.7 -5.4 16.7 27.3
Aditya Birla Sun Life Equity Advantage Fund (G) 4,761.90 375.3 -10.9 -9.6 -14.6 10.6 17.3
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (G) 1,074.63 394.4 -10.7 -9.1 -13.6 11.9 18.4
DSP Equity Opportunities Fund - Regular Plan (G) 4,212.33 201.9 -6.9 -6.4 -10.4 12.1 16.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2018
Company Sector Value %Assets
ICICI Bank Banking/Finance 14.23 5.24
Ramco Cements Cement 13.79 3.28
SBI Banking/Finance 13.63 3.18
EIH Services 12.41 3.15
IIFL Holdings Banking/Finance 11.92 3.01
M&M Automotive 12.96 2.99
Cummins Engineering 12.85 2.97
Reliance Oil & Gas 22.72 2.96
Aditya Birla F Retail & Real Estate 13.04 2.86
ITC Tobacco 12.82 2.75
Asset Allocation (%) As on Oct 31, 2018
Equity 92.66
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.34
Sector Allocation (%) As on Oct 31, 2018
Sector %
Banking/Finance 24.52
Engineering 7.67
Technology 7.65
Cement 6.39
Conglomerates 6.18
Services 5.53
Concentration As on Oct 31, 2018
Holdings %
Top 5 17.86
Top 10 92.66
Sectors %
Top 3
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