Sundaram Mutual Fund

Sundaram Large and Mid Cap Fund Direct Plan Growth

₹ 84.43

NAV (Apr 09)

24.341%
5 Year CAGR
Scripbox Opinion
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Neutral
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Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scripbox Recommended Large and Mid Cap Funds
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Scheme Information

Investment Objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Expense Ratio
0.88 %
Launched
-
AUM in Crores
5861.3
ISIN
INF903J01PR9
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.9
Beta
1
Sharpe Ratio
0.4
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

4.73%
4.734%

HDFC Bank Ltd.

4.3%
4.304%

ICICI Bank Ltd.

3.84%
3.84%

Reliance Industries Ltd.

3.27%
3.272%

State Bank of India

2.85%
2.85%
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Allocation by Sector

Financial

24.62%
24.620684%

Healthcare

10.14%
10.143045%

Services

8.9%
8.897312%

Energy

8.2%
8.204484%

Technology

8.13%
8.132951%
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Frequently Asked Questions

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