Sundaram Large and Midcap Fund Regular Plan - Growth

(Erstwhile Sundaram Equity Multiplier Fund Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 1.86% As on (31-03-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,944.36 Cr As on (30-04-2022)
Turn over: 46% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

48.2901

13.56%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 6 Months
13 Years 11 Months
14 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.

Current Asset Allocation (%)

Indicators

Volatility 11.34
Sharp Ratio 1.18
Alpha -28.31
Beta 4.62
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 11.54 36.59 14.45 16.16 18.81
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.08 41.56 15.07 11.0 14.53
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 11.21 39.38 - - -
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 10.67 34.81 - - -
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 9.94 42.53 14.33 10.72 12.57
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 9.86 33.31 19.68 12.3 18.01
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 9.31 - - - -
Navi Large & Midcap Fund- Regular Plan- Growth Option 07-12-2015 9.0 35.42 12.33 10.0 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 8.75 32.67 14.08 11.13 -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 7.79 39.36 14.62 12.35 16.48

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.07%

Others

7.69%

Large Cap

53.45%

Mid Cap

33.79%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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