Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Large and Mid Cap
Status: Open Ended Schemes
Launch Date: 27-02-2007
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY Large Midcap 250 TRI
Total Assets: 6892.55 As on (30-06-2025)
Expense Ratio: 1.8% As on (30-04-2025)
Turn over: 81.00% | Exit Load: If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load
NAV as on 25-07-2025
30.5801
-0.3045
CAGR Since Inception
11.76%
NIFTY Large Midcap 250 TRI 16.21%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 0.65 | 17.07 | 20.8 | 12.89 | 11.76 |
| NIFTY LARGE MIDCAP 250 TRI | 3.31 | 21.27 | 25.1 | 15.65 | 16.21 |
| Equity: Large and Mid Cap | 2.43 | 20.39 | 23.41 | 14.07 | 14.79 |
Funds Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
RETURNS CALCULATORS for Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Large and MidCap IDCW | 27-02-2007 | 0.65 | 16.82 | 17.07 | 20.8 | 12.89 |
| Invesco India Large and Mid Cap Gr | 09-08-2007 | 14.08 | 31.59 | 27.39 | 24.96 | 15.37 |
| Motilal Oswal Large and MidCap Reg Gr | 01-10-2019 | 13.53 | 30.32 | 29.83 | 28.79 | 0.0 |
| PGIM India Large and Mid Cap Reg Gr | 12-02-2024 | 7.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 6.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Large & MidCap Reg Gr | 28-02-1993 | 5.14 | 18.54 | 20.13 | 24.66 | 14.41 |
| CANARA ROBECO LARGE AND MID CAP FUND REG GR | 05-03-2005 | 4.79 | 19.8 | 18.5 | 22.25 | 15.24 |
| Franklin India Large & Mid Cap Fund Gr Plan | 05-03-2005 | 4.79 | 19.07 | 17.42 | 23.1 | 11.56 |
| Sundaram Large and MidCap Gr | 10-02-2007 | 4.58 | 21.41 | 21.72 | 24.16 | 15.2 |
| ICICI Pru Large & MidCap Gr | 09-07-1998 | 4.26 | 22.78 | 22.77 | 27.42 | 15.36 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 12.94 | 0.94 | 1.04 | 0.96 | - | - |
| Equity: Large and Mid Cap | - | - | - | - | - | - |