Nov 21, 2024
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Large and Mid Cap Fund (IDCW) | -4.71 | 6.13 | 27.36 | 13.24 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | -5.18 | 6.15 | 29.91 | 15.74 |
| Category Rank | 2/9 | 5/9 | 4/9 | 8/9 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Large & Mid Cap Fund (G) | 26.6154 | 0.24 | 35.33 | 16.39 | 0.00 | 1,437.13 | 2.11 | 5,000.00 | invest |
| Baroda BNP Paribas Large & Mid Cap Fund (IDCW) | 21.0433 | 0.24 | 35.33 | 16.39 | 0.00 | 1,437.13 | 2.11 | 5,000.00 | invest |
| Motilal Oswal Large and Midcap Fund (IDCW) | 26.1227 | 0.24 | 46.13 | 24.02 | 25.36 | 6,840.21 | 1.77 | 500.00 | invest |
| Motilal Oswal Large and Midcap Fund (G) | 31.9833 | 0.24 | 46.12 | 23.50 | 25.04 | 6,840.21 | 1.77 | 500.00 | invest |
| Quant Large and Mid Cap Fund (B) | 112.4072 | -1.82 | 27.29 | 18.38 | 23.85 | 3,708.99 | 1.88 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Oct 31, 2024 | 325.44 | 4.74 | 0.21 |
|
| Equity-ICICI Bank | Oct 31, 2024 | 287.53 | 4.18 | 1.51 |
|
| Equity-Reliance Industr | Oct 31, 2024 | 213.13 | 3.10 | -9.79 |
|
| Equity-St Bk of India | Oct 31, 2024 | 188.65 | 2.75 | 4.10 |
|
| Equity-Zomato Ltd | Oct 31, 2024 | 167.86 | 2.44 | -11.54 |
|
| Equity-Infosys | Oct 31, 2024 | 158.15 | 2.30 | -6.31 |
|
| Equity-Larsen & Toubro | Oct 31, 2024 | 150.33 | 2.19 | -1.45 |
|
| Equity-Bharti Airtel | Oct 31, 2024 | 145.13 | 2.11 | -5.67 |
|
| Reverse Repo-TREPS | Oct 31, 2024 | 143.24 | 2.08 | 448.77 |
|
| Equity-Uno Minda | Oct 31, 2024 | 119.96 | 1.75 | -10.74 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Large and Mid Cap Fund (IDCW) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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