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Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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

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Sector Allocation

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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 - - - - - -