Sundaram Large And Mid Cap Fund Growth Direct Plan

81.10
NAV (Apr 18,2024)

Invest in Sundaram Large and Mid Cap Fund - Growth - Direct Plan for potential growth in your portfolio. With an expense ratio of 0.72%, this fund focuses on large and mid-cap stocks. As of the establishment date on January 8, 2013, the scheme's AUM stands at ₹6074.5 crore. The minimum investment required is just ₹100, and there is no lock-in period. The current PE ratio is 46.57, indicating potential future growth. The PB ratio is 7.57, offering a good value proposition.

Sundaram Large And Mid Cap Fund Growth Direct Plan Latest Trend

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  • 2M
  • 3M

Sundaram Large And Mid Cap Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    46.57
  • P/B Ratio
    UM_URBAN_MONEY

    7.57
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.72%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

6074.50 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 20, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,381.41 (3.81%)11,712.62 (17.13%)13,818.8 (38.19%)17,631.57 (76.32%)22,343 (123.43%)
31,144.23 (3.81%)35,137.86 (17.13%)41,456.4 (38.19%)52,894.71 (76.32%)67,029 (123.43%)
51,907.05 (3.81%)58,563.1 (17.13%)69,094 (38.19%)88,157.85 (76.32%)1,11,715 (123.43%)
83,051.28 (3.81%)93,700.96 (17.13%)1,10,550.4 (38.19%)1,41,052.56 (76.32%)1,78,744 (123.43%)
1,03,814.1 (3.81%)1,17,126.2 (17.13%)1,38,188 (38.19%)1,76,315.7 (76.32%)2,23,430 (123.43%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd5.52%
  • ICICI Bank Ltd4.50%
  • Reliance Industries Ltd3.70%
  • Infosys Ltd3.05%
  • Larsen & Toubro Ltd2.68%
  • TREPS2.66%
  • State Bank of India2.27%
  • Axis Bank Ltd2.24%
  • Power Finance Corporation Ltd1.86%
  • NTPC LTD1.74%
  • Varun Beverages Ltd1.68%
  • Cholamandalam Investment and Finance Company Ltd1.68%
  • Sun Pharmaceutical Industries Ltd1.62%
  • Oberoi Realty Ltd1.60%
  • Tata Consultancy Services Ltd1.59%
  • Container Corporation of India Ltd1.56%
  • Zomato Ltd1.55%
  • IndusInd Bank Ltd1.53%
  • Hindalco Industries Ltd1.52%
  • Polycab India Ltd1.45%
  • Dixon Technologies India Ltd1.41%
  • Bharti Airtel Ltd1.40%
  • UNO Minda Ltd1.38%
  • Canara Bank1.37%
  • Multi Commodity Exchange of India Ltd1.33%
  • MphasiS Ltd1.33%
  • Ultratech Cement Ltd1.30%
  • Sona BLW Precision Forgings Ltd1.27%
  • Persistent Systems Ltd1.26%
  • United Breweries Ltd1.26%
  • LTIMindtree Ltd1.21%
  • ITC Ltd1.18%
  • Tata Motors Ltd1.16%
  • The Federal Bank Ltd1.15%
  • Info Edge India Ltd1.12%
  • Fortis Health Care Ltd1.10%
  • Dr Reddys Laboratories Ltd1.10%
  • Hindustan UniLever Ltd1.10%
  • Mold Tek Packaging Ltd1.07%
  • Metro Brands Ltd1.07%
  • ABB India Ltd1.04%
  • Titan Company Ltd1.03%
  • Divis Laboratories Ltd1.03%
  • FSN E Commerce Ventures Ltd NYKAA1.00%
  • Bajaj Finance Ltd1.00%
  • Tube Investments of India Ltd0.99%
  • Dalmia Cement Bharat Ltd0.94%
  • Schaeffler India Ltd0.93%
  • Ashok Leyland Ltd0.93%
  • Tata Steel Ltd0.92%
  • Astral Ltd0.89%
  • Bharat Heavy Electricals Ltd0.89%
  • Lupin Ltd0.87%
  • The Indian Hotels Company Ltd0.87%
  • Aurobindo Pharma Ltd0.86%
  • PI Industries Ltd0.85%
  • Avenue Supermarts Ltd0.83%
  • Max Financial Services Ltd0.79%
  • Cummins India Ltd0.78%
  • Maruti Suzuki India Ltd0.76%
  • Bharat Forge Ltd0.75%
  • REC Ltd0.75%
  • Kajaria Ceramics Ltd0.74%
  • TCI Express Ltd0.72%
  • Sundram Fasteners Ltd0.67%
  • DOMS Industries Ltd0.66%
  • Alkem Laboratories Ltd0.64%
  • Triveni Turbine Ltd0.62%
  • Navin Fluorine International Ltd0.62%
  • Bajaj Finserv Ltd0.61%
  • Bank of India0.60%
  • Kirloskar Oil Engines Ltd0.55%
  • Relaxo Footwears Ltd0.52%
  • Vedant Fashions Ltd0.51%
  • SRF Ltd0.49%
  • Laurus Labs Ltd0.47%
  • Page Industries Ltd0.44%
  • Mankind Pharma Ltd0.36%
  • Cash and Other Net Current Assets0.27%
  • JSW Infrastructure Ltd0.26%

Holdings Analysis

Fund Managers

RG

Mr. Ravi GopalakrishnanHead - Equity

Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.

AA

Mr. Ashish AgarwalFund Manager

Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.

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