Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Equity Multiplier Fund Dividend)
Fund House: Sundaram Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 27-02-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.8% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 6,789.22 Cr As on 31-07-2025(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| Turn over: 29% | Exit Load: If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load |
30.2127
-0.02 (-0.0549%)
11.66%
Benchmark: 15.98%
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
10 Years 1 Months
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 | 12.94 |
| Sharpe Ratio | 0.94 |
| Alpha | 1.04 |
| Beta | 0.96 |
| 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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 27-02-2007 | -1.14 | 16.23 | 14.27 | 19.83 | 12.91 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.62 | 30.15 | 24.59 | 24.18 | 15.37 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 5.88 | 27.77 | 26.37 | 28.01 | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.22 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 4.36 | - | - | - | - |
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
9.47%
Others
2.6%
Large Cap
53.51%
Mid Cap
34.41%
