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 |
| TER: 1.83% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,194.7 Cr As on (31-03-2024) |
| Turn over: 30% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
73.8095
0.71 (0.9627%)
15.02%
Benchmark: 16.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 9 Months
13 Years 10 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
| Standard Deviation | 13.12 |
| Sharpe Ratio | 0.97 |
| Alpha | 0.44 |
| Beta | 0.95 |
| 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 | 42.76 | 21.19 | 22.43 | 19.41 | 19.18 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 63.36 | 28.27 | 30.01 | 26.03 | 22.52 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 56.22 | 28.65 | 26.17 | 20.3 | 16.59 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 54.88 | 29.74 | 26.78 | - | - |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 52.48 | 20.55 | 24.67 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 49.35 | 22.57 | 21.7 | 17.59 | 16.64 |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 49.16 | 25.05 | 27.13 | 21.03 | 14.9 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 47.93 | 21.71 | 21.68 | 18.26 | - |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 47.58 | 23.15 | 23.34 | 18.17 | 15.19 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 47.35 | 24.75 | 24.16 | 19.21 | 15.36 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
6.05%
Others
3.46%
Large Cap
56.21%
Mid Cap
34.28%
