Sundaram Large and Mid Cap Fund

August 10, 2023

mayank

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Sundaram Large and Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com

NAV Growth: Rs 67.8913
NAV IDCW: Rs 29.2215

Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.

Fund’s Investment Strategy:
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Fund Manager:

1) Ashish Aggarwal
Education: Mr. Aggarwal has done BE, PGPM
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
2) Ravi Gopalakrishnan
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Investment Details

Min. Investment (Rs)	100
Min. Addl Investment (Rs)	100
Min. SIP Investment (Rs)	100
Min. Withdrawal (Rs)	100
Min. No of Cheques	6
Min. Balance (Rs)	1
Lock-in Period	NA
Exit Load	For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days

Basic Details of Sundaram Large and Mid Cap Fund

Fund House	Sundaram Mutual Fund
Launch Date	02-Jan-13
Return Since Launch	17.85%
Benchmark	NIFTY Large Midcap 250 TRI
Riskometer	Very High
Type	Open-ended
Assets	Rs 5,371 Cr
	(As on 30-Jun-2023)
Expense	0.74%
	(As on 30-Jun-2023)
Risk Grade	Above Average
Return Grade	Average
Turnover	26.00%

Sundaram Large and Mid Cap Fund Trailing Returns (%)

Fund name	YTD	1D	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Sundaram Large & Midcap Dir	11.82	0.20	2.87	10.81	13.83	14.85	25.20	13.41	15.31	21.24
S&P BSE Large Mid Cap TRI	9.73	0.34	2.43	9.92	12.86	13.27	22.94	12.76	13.78	15.58
Equity: Large & MidCap	14.10	0.36	3.59	12.20	15.41	18.24	26.45	14.38	14.69	18.77
Rank within category	23	24	19	23	23	22	17	13	7	3
Number of funds in category	27	27	27	27	27	27	25	19	18	16