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 LARGE MIDCAP 250 TRI
Expense Ratio: 2.36% As on (30-04-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,012.99 Cr As on (30-04-2020)
Turn over: 61% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

26.8319

7.96%

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
There is no value for 4x
There is no value for 5x
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 Growth 27-02-2007 -21.27 -9.17 -1.93 3.7 7.67
Mahindra Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 - - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 17-10-2019 - - - - -
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 - - - - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 -0.24 -1.91 -0.19 7.33 11.04
Axis Growth Opportunities Fund - Regular Plan - Growth 15-10-2018 -5.99 - - - -
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 -14.25 -12.11 -2.44 1.4 6.19
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 -14.71 -7.62 -1.23 4.78 -
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 -14.92 -12.8 -3.21 0.62 5.55
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 01-07-2010 -14.97 -3.84 0.39 8.82 -

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

0.83%

Others

2.3%

Large Cap

60.44%

Mid Cap

36.45%

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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