Sundaram Large & Mid Cap Fund

Mutual Fund-

Sundaram Large and Mid Cap Fund

By Rajendra

Oct 7, 2022

image credit -Unsplash

Scheme Analysis

Sundaram Large & Mid Cap Fund Category Large Mid Cap

Inception

Feb 1, 2007

Benchmark

NIFTY LargeMid 250

AUM - 5,240 Cr

Fund Manager

Ravi Gopalkrishnan

– Large and Mid Cap fund with minimum 35% in each category.

Fund Feature

Top 5 Holding

ICICI Bank

Reliance

HDFC Bank

Infosys

Larson & Tourbro

7.60

4.40

3.80

3.60

2.70

Total :- 22.10

Top down approach with a focus on theme/ sector allocation with a view to buy the secular growth opportunities

– Diversified Portfolio of ~65-70 stocks

Bank

Auto Component

Finance

Top 5 Sector -46.10% - Sundaram Large & Mid Cap 18.50

7.80

6.70

5.30

Consumer Durable

IT

Scheme Performance Exit Load upto 1 year- 1%

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

4.08%

22.17%

12.29%

SIP Performance Exit Load Upto 1 year - 1%

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,475

50,345

91,179

Monthly SIP of 1,000