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: 1.8% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,892.55 Cr As on 30-06-2025(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| Turn over: 29% | Exit Load: If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load |
84.9338
-0.7 (-0.8257%)
15.04%
Benchmark: 16.21%
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 | 14.54 |
| Sharpe Ratio | 1.02 |
| Alpha | -2.62 |
| Beta | 0.97 |
| 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 | 4.47 | 22.77 | 23.13 | 25.05 | 15.5 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 12.48 | 31.55 | 31.55 | 29.35 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 12.44 | 31.79 | 28.08 | 25.4 | 15.56 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 6.96 | 20.79 | 18.55 | 23.83 | 11.88 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 6.08 | 24.86 | 24.35 | 28.31 | 15.77 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.93 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 5.54 | 19.86 | 21.76 | 25.4 | 14.67 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 5.39 | - | - | - | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 4.37 | 25.11 | 24.58 | 27.33 | 13.83 |
| Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth | 27-02-2024 | 3.8 | - | - | - | - |
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
9.51%
Others
3.68%
Large Cap
50.29%
Mid Cap
36.49%
