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Turn over: 81.00% | Exit Load: If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load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 16.13%

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 2.07 20.92 24.75 15.48 16.13
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

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Sector Allocation

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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 - - - - - -