Sundaram Large and Mid Cap Fund - IDCW - Direct Plan

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  • (-1.01%)Nav, as on 03-02-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) -6.35 -5.35 14.24 14.31 17.74 15.47
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 Unrated 14.24 14.31 17.74 0.74 6,912.94
Mirae Asset Large & Midcap Fund Direct IDCW Jan 01, 2013 Unrated 8.11 12.93 19.82 0.64 38,335.26
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 12.79 16.56 20.12 0.73 29,267.74
Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 15.93 18.30 20.00 0.52 25,783.54
CANARA ROBECO EMERGING EQUITIES - DIRECT PLAN - IDCW (Payout/Reinvestment) Jan 01, 2013 Unrated 19.02 14.77 19.95 0.57 24,886.60
HDFC Large and Mid Cap Fund - IDCW Option - Direct Plan Jan 01, 2013 11.26 19.78 22.59 0.88 23,898.61

Fund Holdings as on 31-December-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Zomato Ltd

  • Infosys Ltd

  • State Bank of India

  • Sundaram Liquid Fund - Direct Growth

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • TREPS

  • Persistent Systems Ltd

  • UNO Minda Ltd

  • Lupin Ltd

  • Oberoi Realty Ltd

  • Info Edge (India) Ltd

  • Amber Enterprises India Ltd

  • Kotak Mahindra Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • Varun Beverages Ltd

  • Alkem Laboratories Ltd

  • Axis Bank Ltd

  • The Indian Hotels Company Ltd

  • Jubilant Foodworks Ltd

  • Bank of Baroda

  • NTPC LTD

  • Apollo Tyres Ltd

  • Polycab India Ltd

  • United Breweries Ltd

  • Ultratech Cement Ltd

  • Fortis Health Care Ltd

  • Multi Commodity Exchange of India Ltd

  • MphasiS Ltd

  • Hindalco Industries Ltd

  • Dr. Reddys Laboratories Ltd

  • Tube Investments of India Ltd

  • Bharti Hexacom Ltd

  • The Federal Bank Ltd

  • Max Healthcare Institute Ltd

  • ITC Ltd

  • Hindustan Petroleum Corporation Ltd

  • GE Vernova T and D India Ltd

  • Affle (India) Ltd

  • PI Industries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ABB India Ltd

  • Cummins India Ltd

  • Kalyan Jewellers India Ltd

  • Prestige Estates Projects Ltd

  • Marico Ltd

  • Triveni Turbine Ltd

  • Metro Brands Ltd

  • Dr Lal Path Labs Ltd

  • Schaeffler India Ltd

  • Tata Motors Ltd

  • Cash and Other Net Current Assets

  • Bharat Petroleum Corporation Ltd

  • Hindustan Aeronautics Ltd

  • Aurobindo Pharma Ltd

  • Kirloskar Oil Engines Ltd

  • Max Financial Services Ltd

  • REC Ltd

  • JSW Infrastructure Ltd

  • Bharat Heavy Electricals Ltd

  • DOMS Industries Ltd

  • Ola Electric Mobility Ltd

  • Bharat Forge Ltd

  • Titan Company Ltd

  • Sona BLW Precision Forgings Ltd

  • Delhivery Ltd

  • Kajaria Ceramics Ltd

  • Grasim Industries Ltd

  • Torrent Power Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • TATA Power Company Ltd

  • Coal India Ltd

  • BAJAJ HOUSING FINANCE LTD

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Public

  • Consumer Food

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Miscellaneous

  • e-Commerce

  • BPO/ITeS

  • Construction - Real Estate

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Power Generation/Distribution

  • Engineering - Construction

  • Electric Equipment

  • Air Conditioners

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Breweries & Distilleries

  • Cable

  • Tyres & Allied

  • Cement & Construction Materials

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Cycles

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Retailing

  • Bearings

  • Automobiles-Trucks/Lcv

  • Defence

  • Finance - Others

  • Finance Term Lending

  • Port

  • Printing & Stationery

  • Forgings

  • Automobile Two & Three Wheelers

  • Courier Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Mining & Minerals

  • Finance - Housing

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Most Recent Dividend

  • 28/10/2024

  • 30/10/2023

  • 14/11/2022

  • 30/06/2021

  • 22/01/2020

  • 18/10/2019

  • 19/07/2019

  • 29/05/2019

  • 18/01/2019

  • 12/10/2018

  • 18/07/2018

  • 16/03/2018

  • 10/01/2018

  • 13/10/2017

  • 21/07/2017

  • 12/04/2017

  • 12/01/2017

  • 10/10/2016

  • 05/05/2014

  • Cash

  • Equity

  • MFU

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About Sundaram Large and Mid Cap Fund

Scheme Analysis

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹6,912.94 crore. Sundaram Large and Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Sundaram Large and Mid Cap Fund ended down ₹-0.33(-1.01%)yesterday to ₹32.6592.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large and Mid Cap Fund is managed by S. Bharath and Ashish Aggarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156