Comprehensive analysis of Sundaram Large and Mid Cap Fund (IDCW) (3974) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 3.49% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 5.65% |
| HDFC Bank Ltd | Banks | 5.63% |
| Reliance Industries Ltd | Refineries | 4.52% |
| Reliance Industries Ltd | Refineries | 4.12% |
| ICICI Bank Ltd | Banks | 3.99% |
| ICICI Bank Ltd | Banks | 3.93% |
| State Bank of India | Banks | 2.83% |
| State Bank of India | Banks | 2.79% |
| Bharti Airtel Ltd | Telecomm-Service | 2.62% |
| Bharti Airtel Ltd | Telecomm-Service | 2.54% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 3.74% | 6.91% | 26.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 3.44% | 6.34% | 26.16% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 9.25% | 9.93% | 27.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 3.49% | 3.26% | 20.31% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 8.78% | 8.97% | 25.90% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 3.10% | 2.45% | 19.34% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 4.22% | 5.88% | 26.68% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 5.84% | 7.47% | 24.31% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 5.40% | 6.53% | 23.23% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 3.69% | 4.81% | 25.44% |
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.