To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stock.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.59% | -4.07% | 2.04% | 0.71% | -0.77% | -0.15% | 11.51% | 12.1% | 8.63% | 13.01% | 11.63% |
| Category returns | -4.86% | -4.98% | -1.25% | -1.98% | -3.53% | -1.49% | 11.18% | 12.92% | 9.43% | 12.51% | N/A |
| Absolute returns | -6.59% | -4.07% | 2.04% | 0.71% | -0.77% | -0.3% | 38.69% | 57.96% | 51.32% | 239.76% | 768.53% |
| Rank within category | 35/36 | 13/34 | 6/33 | 8/33 | 7/33 | 8/30 | 10/26 | 16/26 | 16/26 | 9/20 | N/A |
| Large & Mid Cap | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 7.56% | 36.11% | 0.42% | 10.31% | 7.61% | 42.05% | -1.33% | 26.85% | 21.07% | 3.56% | -1.58% |
| Q1 returns | -4.62% | 14.69% | -4.47% | 3.38% | -30.28% | 10.69% | -3.16% | -5.22% | 3.55% | -7.68% | -13.31% |
| Q2 returns | 6.76% | 3.65% | 3.15% | 1.83% | 18% | 8.36% | -11.63% | 13.24% | 13.46% | 8.84% | 16.24% |
| Q3 returns | 7.23% | 3% | -1.6% | 0.32% | 10.8% | 14.87% | 12.94% | 5.91% | 7.46% | -1.41% | 0.39% |
| Q4 returns | -1.5% | 11.17% | 3.55% | 4.46% | 18.05% | 3.1% | 2.09% | 11.59% | -4.11% | 4.54% | -2.71% |
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
| Alpha | 0.114089 |
| Beta | 0.9789 |
| Sharpe Ratio | 0.142405 |
| Sortino Ratio | 0.250957 |
| R-Squared | 0.9064 |
| Tracking Error | 1.2859 |
| Downside Risk | 21.9986 |
| Std. Deviation (Annualised) | 14.7251 |
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large & Midcap Fund - Regular Plan - Growth | -4.6% | -0.37% | 3.84% | 10.57% | 0.98% | 18.96% | 15.94% | N/A | 19.85% | 19,832.30 | 1.81 | 0.21 | Very High |
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth | -5.48% | -5.7% | 4.63% | 5.97% | -0.65% | 18.8% | 13.46% | 15.12% | 12.93% | 12,177.90 | 1.87 | 0.24 | Very High |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | -4.07% | -3.96% | -1.57% | -1.8% | -2.1% | 14.77% | 13.22% | 13.91% | 13.04% | 20,650.20 | 2.30 | 0.20 | Very High |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | -5.29% | -2.93% | 3.4% | 6.68% | 2.22% | 14.7% | 11.07% | N/A | 14.83% | 5,783.61 | 2.48 | 0.17 | Very High |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | -4.34% | -3.4% | 1.62% | 1.62% | -0.54% | 12.47% | 8.78% | N/A | 16.22% | 16,438.30 | 1.88 | 0.17 | Very High |
| UTI Large & Mid Cap Fund - Regular Plan - Growth | -3.75% | -5.24% | -3.79% | -5.25% | -2.63% | 12.29% | 11.16% | 12.71% | 12.78% | 6,219.89 | 1.95 | 0.15 | Very High |
| Quant Large & Mid Cap Fund - Growth | -4.01% | -4.62% | 5.93% | 10.3% | 4.3% | 12.21% | 11.84% | 13.99% | 13.29% | 3,384.49 | 2.45 | 0.13 | Very High |
| Nippon India Vision Large & Mid Cap Fund - Growth | -4.48% | -5.61% | -3.93% | -4.68% | -6.19% | 12.18% | 10.05% | 11.63% | 17.27% | 7,410.61 | 2.22 | 0.15 | Very High |
| ICICI Prudential Large & Mid Cap Fund - Growth | -6.51% | -7.38% | -6.45% | -7.42% | -7.47% | 11.91% | 11.42% | 13.47% | 17.5% | 31,628.20 | 2.04 | 0.16 | Very High |
| Sundaram Large and Mid Cap Fund - Growth Current | -6.59% | -4.07% | 2.04% | 0.71% | -0.77% | 11.51% | 8.63% | 13.01% | 11.63% | 7,131.29 | 2.36 | 0.14 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 5.19% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 4.67% |
| Eternal Ltd. | Retailing | Domestic Equities | 4.11% |
| MTAR Technologies Ltd. | Electrical Equipment | Domestic Equities | 3.84% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.73% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 3.73% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 3.41% |
| Five-Star Business Finance Ltd. | Finance | Domestic Equities | 3.28% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 3.27% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 3.20% |
| Oracle Financial Services Software Ltd. | It - Software | Domestic Equities | 3.15% |
| TREPS | Cash & Cash Equivalents and Net Assets | 3.06% | |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 2.92% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 2.91% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 2.90% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.89% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 2.84% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 2.71% |
| Affle 3i Ltd. | It - Services | Domestic Equities | 2.47% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 2.47% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.41% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 2.39% |
| RateGain Travel Technologies Ltd. | It - Software | Domestic Equities | 2.29% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.22% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 2.19% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.19% |
| State Bank Of India | Banks | Domestic Equities | 2.07% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 1.98% |
| Coforge Ltd. | It - Software | Domestic Equities | 1.95% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 1.90% |
| Thermax Ltd. | Electrical Equipment | Domestic Equities | 1.83% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 1.81% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.79% |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 1.37% |
| Dhoot Transmission Ltd. | Auto Components | Domestic Equities | 1.26% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.19% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 1.17% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.03% |
| Cash and Other Net Current Assets | Cash & Cash Equivalents and Net Assets | 0.22% | |
| Total | 100.00% | ||
He began his career in Equity Research at Centrum Broking Pvt. Ltd. in October 2007. He joined Sundaram Mutual Fund in October 2010 as part of the Equity Research team and moved into Fund Management in March 2015, where he also served as Fund Manager & Head of Research. In April 2018, he moved to Sundaram Alternates as Fund Manager & Head of Equity. Prior to rejoining Sundaram AMC, he worked as a Fund Manager at Motilal Oswal AMC.Mr. Madanagopal Ramu comes with strong academic credentials and is a qualified Cost Accountant with a management degree from BIM, Trichy.
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