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: 1.82% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,549.51 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 29% | Exit Load: If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load |
84.7351
0.68 (0.8063%)
15.1%
Benchmark: 16.28%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.41 |
| Sharpe Ratio | 0.6 |
| Alpha | -2.62 |
| Beta | 0.99 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
9.2%
Others
4.54%
Large Cap
50.94%
Mid Cap
35.31%
