Sundaram large and Mid Cap - Direct Plan - Growth Option
Equity
Direct
Large & Mid-Cap
NAV: ₹ 84.25 as on 15-05-2024
About the Fund
Sundaram large and Mid Cap - Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ravi Gopalakrishnan, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram large and Mid Cap - Direct Plan - Growth Option has ₹6388 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
- The fund has an expense ratio 0.7.
Fund Performance
1608 people have invested ₹ 100L in Sundaram large and Mid Cap - Direct Plan - Growth Option in the last three months
Overview
 | 0.73% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹6388 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 24.68% |
Sundaram large and Mid Cap - Direct Plan - Growth Option Distribution as on (30-Apr-24)
Size breakup
Large cap
55.4%
Mid cap
38.5%
Small cap
4.5%
Sector Allocation
Financial Services
26%
Industrial
17.9%
Consumer Cyclical
14.7%
Health
9.2%
Tech
7.3%
Consumer Defensive
5.8%
Basic Materials
5.5%
Energy
5.3%
Communication
4.1%
Utilities
2.6%
Real Estate
1.6%
Top Holdings of Sundaram large and Mid Cap - Direct Plan - Growth Option as on (30-Apr-24)
Equity Holdings82
Gainers & Losers Returns for the month of Apr
Top Growth Drivers | 1M Return |
|---|---|
 Schaeffler India Ltd | 18.8% |
 Container Corporation Of India Ltd | 10.6% |
 State Bank of India | 8% |
Monthly Changes Updates
All changes are between Feb'24 and Apr'24
Fund Performance
- This fund’s returns stands at 4.24% whereas the fund’s underlying benchmark NIFTY 500 returns stands at 2.46% as on Apr'24
- This fund outperformed NIFTY 500 by 1.78% in Apr'24
AUM Change
- AUM of the fund stands at 6.4K Cr as of Apr'24
- AUM increased by 270.1 Cr between Apr'24 and Mar'24
Fund Portfolio Changes
Mutual Fund Insights
In the last 1 year, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 65.62% return, outperforming this fund by 29.5%.
This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.73% which is lower than the category average expense ratio of 1.22%.
In the last 3 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 30.3% return, outperforming this fund by 8.34% per annum.
In the last 5 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 29.46% return, outperforming this fund by 10.11% per annum.
Over the last 6 months, this fund has experienced a 20.2% growth in AUM moving from 5.31K Cr to 6.38K Cr.
INDmoney Rank
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IND ranking is not available for this fund.
Pros
Beats FD returns for both 3Y & 5Y duration
Cons
No bad points found for this fund.
Peer Analysis
Fund Manager
Ravi Gopalakrishnan
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Ashish Aggarwal
Fund Manager of Sundaram large and Mid Cap - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Sundaram large and Mid Cap - Direct Plan - Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 16.11% since inception which is less than its category average return of 16.13%
Fund Allocations
This fund has an allocation of 98.32% in Equity, 0% in Debt and 1.68% in Cash related instruments
AUM size ₹6388 Cr
This fund has AUM of ₹6388 Cr which is less than its category average of ₹ 6434 Cr
Expense Ratio 0.73%
This fund has an expense ratio of 0.73% which is less than its category average expense ratio of 1.4%
Frequently Asked Questions
The current NAV of Sundaram large and Mid Cap - Direct Plan - Growth Option is ₹84.25 as on 15-May-2024.
Existing (Absolute + CAGR) as on 15-May-2024.
Sundaram large and Mid Cap - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 1.16% | 1.16% |
6 Month Returns | 19.59% | 19.59% |
1 Year Returns | 36.12% | 36.12% |
3 Years Returns | 81.4% | 21.96% |
5 Years Returns | 142.22% | 19.35% |
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- Click Buy on the fund name.
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- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.73% as on April 2024
₹6388 Cr as on April 2024
HDFC Bank Ltd(4.66%), ICICI Bank Ltd(4.32%), Reliance Industries Ltd(4%), State Bank of India(2.98%), Larsen & Toubro Ltd(2.48%) as on April 2024
Financial Services(25.54%), Industrial(17.62%), Consumer Cyclical(14.42%) as on April 2024
The alpha ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | -3.02 | -0.17 | -1.62 |
As on April 2024
The alpha for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | 0.97 | 0.95 | 0.99 |
As on April 2024
The Beta for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | 2.5 | 1.16 | 0.7 |
As on April 2024
The sharpe ratio for Sundaram large and Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram large and Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram large and Mid Cap - Direct Plan - Growth Option | 11.12 | 13.37 | 20.08 |
As on April 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.3 as on April 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ravi Gopalakrishnan, Ashish Aggarwal are the fund managers of Sundaram large and Mid Cap - Direct Plan - Growth Option
The Exit load of Sundaram large and Mid Cap - Direct Plan - Growth Option is 1%