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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
32.076 -0.25 ( -0.78 %)
NAV as on 12 Nov, 2018
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

Chart

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Returns (NAV as on Nov 12, 2018)
Period Returns(%) Rank#
1 Month 3.3 10
3 Months -7.9 17
6 Months -4.9 9
1 Year 1.3 2
2 Years 14.0 6
3 Years 13.4 10
5 Years 18.7 14

# 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 - -
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
2013 -14.0 -2.3 -4.1 15.7 -4.0

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 3.3 -7.9 -4.9 1.3 14 13.4 18.7
Category average 1.9 -8.8 -8 -6.5 9.7 10.5 16.1
Difference of Fund returns and Category returns 1.4 0.9 3.1 7.8 4.3 2.9 2.6
Best of Category 5.2 -2.1 -3.3 3.6 16.8 17.9 33.8
Worst of Category 1.2 -15.1 -15.6 -22.4 5.9 6.2 10
Benchmark returns # 1.2 -7.1 -3.6 0.2 14 11.1 13.5
Difference of Fund returns and Benchmark returns 2.1 -0.8 -1.3 1.1 0 2.3 5.2
# 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):

    334.99 ( 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) 4,761.90 379.9 -11.8 -10.2 -11.9 10.5 19.1
DSP Equity Opportunities Fund - Regular Plan (G) 4,212.33 203.9 -7.6 -8.1 -7.1 12.0 17.4
Mirae Asset Emerging Bluechip Fund (G) 4,371.48 48.7 -4.6 -3.6 -2.2 17.0 28.7
Canara Robeco Emerging Equities - Direct Plan (G) 354.03 91.9 -9.4 -8.2 -3.9 14.4 29.3
Canara Robeco Emerging Equities (G) 2,849.72 86.6 -9.7 -8.7 -5.1 13.0 27.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Reliance Oil & Gas 19.20 4.70
ICICI Bank Banking/Finance 14.50 4.57
TCS Technology 12.42 3.55
Ramco Cements Cement 18.67 3.46
SBI Banking/Finance 14.13 3.04
MphasiS Technology 12.01 3.01
Aditya Birla F Retail & Real Estate 11.44 2.95
M&M Automotive 12.30 2.94
Cummins Engineering 11.85 2.90
Infosys Technology 12.05 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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