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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 Buy
35.752 0.07 ( 0.19 %)
NAV as on 21 Aug, 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 Jun 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 Aug 21, 2018)
Period Returns(%) Rank#
1 Month 8.9 4
3 Months 9.5 6
6 Months 11.2 4
1 Year 22.1 3
2 Years 21.3 4
3 Years 15.3 10
5 Years 24.3 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 - - -
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 8.9 9.5 11.2 22.1 21.3 15.3 24.3
Category average 6.3 4.3 4.6 10.7 14.8 11.8 21.4
Difference of Fund returns and Category returns 2.6 5.2 6.6 11.4 6.5 3.5 2.9
Best of Category 9.2 9.8 12.5 23.8 22.4 19.4 52
Worst of Category 3.4 3.4 -5.5 -9.1 8.6 6.5 14.3
Benchmark returns # 5.2 9.2 9.3 16.9 15.8 12.1 18.6
Difference of Fund returns and Benchmark returns 3.7 0.3 1.9 5.2 5.5 3.2 5.7
# 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) 4,761.90 442.3 8.0 7.8 7.1 12.9 26.6
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (G) 1,074.63 463.5 8.3 8.4 8.4 14.3 27.7
DSP BlackRock Equity Opportunities Fund - Direct Plan (G) 686.39 235.7 6.4 4.7 11.5 14.9 24.1
DSP BlackRock Equity Opportunities Fund - Regular Plan (G) 4,212.33 225.6 6.1 4.2 10.3 13.8 23.1
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 821.17 54.8 8.1 6.6 14.2 18.9 36.1
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
Reliance Oil & Gas 13.03 4.18
HDFC Bank Banking/Finance 15.13 4.07
Ramco Cements Cement 14.73 4.06
ICICI Bank Banking/Finance 14.70 3.60
TCS Technology 12.45 3.48
M&M Automotive 11.73 3.44
SBI Banking/Finance 12.60 3.37
Bajaj Finance Banking/Finance 11.73 3.25
HDFC Banking/Finance 12.20 3.24
Infosys Technology 11.76 3.24
Asset Allocation (%) As on Jun 30, 2018
Equity 97.89
Others 1.67
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.46
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 29.15
Technology 9.84
Engineering 9.38
Cement 7.95
Conglomerates 6.08
Services 4.96
Concentration As on Jun 30, 2018
Holdings %
Top 5 19.39
Top 10 97.89
Sectors %
Top 3 48.37
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