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

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

Previous Name: Sundaram Equity Multiplier Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 105001
Fact Sheet
33.027 -0.07 ( -0.20 %)
NAV as on 16 Jan, 2019
Crisil MF Rank
Riskometer
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 Jan 16, 2019)
Period Returns(%) Rank#
1 Month 0.3 18
3 Months 4.9 4
6 Months 1.5 14
1 Year -1.8 3
2 Years 14.6 9
3 Years 15.0 14
5 Years 17.9 9

# 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 -4.1 2.3 -1.1 3.2 0.9
2017 14.4 3.2 2.4 10.5 35.8
2016 -5.1 6.8 6.4 -3.0 7.0
2015 2.8 -0.6 -2.6 1.1 2.6
2014 3.5 25.3 3.7 10.3 48.5

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 0.3 4.9 1.5 -1.8 14.6 15 17.9
Category average 0.3 3.1 -0.3 -8 11.5 13.6 16.9
Difference of Fund returns and Category returns 0 1.8 1.8 6.2 3.1 1.4 1
Best of Category 1.1 7.6 4.6 -0.8 17 19.8 28.4
Worst of Category -1.4 1.5 -11.2 -19.4 5.4 6.9 9.8
Benchmark returns # 0 4.5 -1.2 -3.1 13 14.3 13.1
Difference of Fund returns and Benchmark returns 0.3 0.4 2.7 1.3 1.6 0.7 4.8
# 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:

    Jan 01, 0007

  • Benchmark:

    Nifty 200

  • Asset size (Rs Cr):

    424 ( 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(%)
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 1,148.06 52.8 6.4 4.3 -6.2 19.8 28.4
Mirae Asset Emerging Bluechip Fund (G) 4,774.72 50 6.0 3.9 -6.9 18.9 27.3
DSP Equity Opportunities Fund - Regular Plan (G) 4,660.79 208.4 4.9 -1.1 -10.4 14.1 16.9
DSP Equity Opportunities Fund - Direct Plan (G) 739.73 218.6 5.2 -0.6 -9.5 15.3 17.9
Aditya Birla Sun Life Equity Advantage Fund (G) 4,458.71 384.1 2.7 -7.8 -13.9 11.8 17.5
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
ICICI Bank Banking/Finance 22.73 4.91
EIH Services 14.11 3.55
Ramco Cements Cement 16.42 3.09
Reliance Oil & Gas 13.38 3.05
Axis Bank Banking/Finance 13.31 3.02
SBI Banking/Finance 14.31 3.02
Cummins Engineering 13.89 3.00
M&M Automotive 13.95 2.89
IIFL Holdings Banking/Finance 13.98 2.89
Aditya Birla F Retail & Real Estate 13.37 2.88
Asset Allocation (%) As on Nov 30, 2018
Equity 91.68
Others 0.99
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.35
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 25.45
Engineering 7.47
Technology 7.01
Conglomerates 6.49
Cement 6.48
Services 6.02
Concentration As on Nov 30, 2018
Holdings %
Top 5 17.62
Top 10 91.68
Sectors %
Top 3
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