Sundaram Large and Midcap Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Equity: Large and Mid Cap
Status: Open Ended Schemes
Launch Date: 10-02-2007
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY Large Midcap 250 TRI
Total Assets: 6650.98 As on (29-08-2025)
Expense Ratio: 1.81% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis
NAV as on 07-10-2025
86.2934
0.1725
CAGR Since Inception
14.31%
NIFTY Large Midcap 250 TRI 16.03%
PERFORMANCE
Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
---|---|---|---|---|---|
Sundaram Large and Midcap Fund Regular Plan - Growth | 1.57 | 16.03 | 20.48 | 14.73 | 14.31 |
NIFTY LARGE MIDCAP 250 TRI | 1.93 | 18.8 | 23.14 | 15.91 | 16.03 |
Equity: Large and Mid Cap | 1.29 | 18.4 | 22.06 | 14.53 | 14.1 |
Funds Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
RETURNS CALCULATORS for Sundaram Large and Midcap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Large and Midcap Fund Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Large and Midcap Fund Regular Plan - Growth
Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
---|---|---|---|---|---|---|
Sundaram Large and MidCap Gr | 10-02-2007 | 1.57 | 17.2 | 16.03 | 20.48 | 14.73 |
Invesco India Large and Mid Cap Gr | 09-08-2007 | 8.57 | 28.84 | 24.63 | 23.23 | 15.9 |
Motilal Oswal Large and MidCap Reg Gr | 01-10-2019 | 6.86 | 27.96 | 28.17 | 28.37 | 0.0 |
PGIM India Large and Mid Cap Reg Gr | 12-02-2024 | 5.96 | 0.0 | 0.0 | 0.0 | 0.0 |
Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 5.21 | 0.0 | 0.0 | 0.0 | 0.0 |
ICICI Pru Large & MidCap Gr | 09-07-1998 | 4.66 | 22.58 | 21.75 | 27.41 | 16.2 |
Nippon India Vision Gr Gr | 05-10-1995 | 3.98 | 22.26 | 21.16 | 23.64 | 13.23 |
Union Large & MidCap Reg Gr | 06-12-2019 | 3.25 | 16.15 | 15.58 | 19.44 | 0.0 |
HSBC Large and Mid Cap Gr | 03-03-2019 | 3.03 | 21.0 | 21.06 | 22.23 | 0.0 |
Kotak Large & Midcap Fund Gr Reg | 05-09-2004 | 2.66 | 18.83 | 19.36 | 22.03 | 15.38 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Large and Midcap Fund Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram Large and Midcap Fund Regular Plan - Growth | 12.94 | 0.74 | -1.7 | 0.95 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |