1. Advisorkhoj
  2. Sundaram Large and Midcap Growth

Sundaram Large and Midcap Growth

(Erstwhile Sundaram Equity Multiplier Fund Growth)

Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
Asset Class: Equity
Benchmark: Nifty 200 TRI
Expense Ratio: 2.91% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 462.48 Cr As on (30-11-2018)
Turn over: 101%
NAV as on 16-01-2019

33.0274

-0.07 (-0.1995%)

CAGR Since Inception

10.76%

Nifty 200 TRI 13.88%

PERFORMANCE of Sundaram Large and Midcap Growth

Scheme Performance (%)

Data as on - 16-01-2019

Yearly Performance (%)

Fund Managers

Mr. S Bharath and Mr. S Krishna Kumar

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.

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.

RETURNS CALCULATOR for Sundaram Large and Midcap Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Large and Midcap Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Large and Midcap Growth 11.34 1.18 -28.31 4.62 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Sundaram Large and Midcap Growth

Period
Data as on - 16-01-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Large and Midcap Growth 27-02-2007 -1.78 14.65 15.05 17.91 15.89
Axis Growth Opportunities Fund - Regular Plan - Growth 15-10-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 -1.82 15.13 15.01 16.07 17.15
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 -3.37 9.92 11.62 9.67 13.61
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -4.28 13.98 12.88 14.88 16.77
Kotak Equity Opportunities Fund - Growth 09-09-2004 -5.34 10.79 14.45 16.69 17.69
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 -5.36 13.49 12.63 17.16 18.67
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 -5.56 9.56 10.83 15.61 18.33
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 -6.27 9.36 10.89 14.89 17.8
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 -6.3 15.97 19.02 27.09 0.0

PORTFOLIO ANALYSIS of Sundaram Large and Midcap Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback