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Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Equity: Large and Mid Cap Open Ended Scheme
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NAV
₹ 30.2474 ₹ 0.37 (1.22 %)
as on 20-06-2025
Asset Size (AUM)
6,672.18 Cr
Launch Date
Feb 27, 2007
Invest in this scheme
Investment Objective
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 27, 2007
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11.76

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.94 %
Expense Ratio
1.8%
Volatility
12.94 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;
Key Features
Scheme description
This fund has higher ups and downs compared to mid and small cap equity funds but can give higher returns as it can bring the best of large cap and mid cap investinrg. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10166
FD₹ 10600
Gold₹ 10800
Nifty₹ 10416
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 20-06-2025
Created with Highcharts 4.1.4ReturnsSundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)NIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)NIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid Cap2016201720182019202020212022202320242025-40-200204060

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000118,805-1,195-2.16
Benchmark120,000124,5204,5208.32
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 1.66 18.37 20.84 22.3 13.31
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.56 31.72 34.55 29.56 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.3 31.66 30.61 25.7 15.55
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 8.68 22.02 21.58 24.65 11.98
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 8.39 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Financial Services26.72
Healthcare9.51
Oil, Gas & Consumable Fuels6.91
Consumer Services6.34
Information Technology6.09
Automobile and Auto Components5.97
Fast Moving Consumer Goods5.63
Capital Goods5.17
Construction Materials4.66
Telecommunication4.56
Consumer Durables4.42
N/A3.71
Power2.6
Realty2.18
Construction1.94
Services1.45
Chemicals1.29
Metals & Mining0.85
Portfolio Holdings
CompanyHoldings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.66
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.55
RELIANCE INDUSTRIES LIMITED EQ4.42
STATE BANK OF INDIA EQ NEW RE. 1/-2.89
TREPS2.89
AXIS BANK LIMITED EQ NE FV RS. 2/-2.5
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.5
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-2.18
AMBER ENTERPRISES INDIA LIMITED EQ2.04
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-1.94
ALKEM LABORATORIES LIMITED EQ1.93
INFOSYS LIMITED EQ FV RS 51.87
MARICO LIMITED NEW EQ RE.11.83
UNO MINDA LIMITED EQ NEW FV RS. 2/-1.81
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-1.69
BANK OF BARODA EQ NEW FV RS. 2/-1.53
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-1.51
ULTRATECH CEMENT LIMITED EQ1.51
UNITED BREWERIES LIMITED EQ NEW FV RE.1/-1.48
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ1.42
Bharti Hexacom Limited1.4
J.K.CEMENT LIMITED EQ1.4
FORTIS HEALTHCARE LIMITED. EQ1.38
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-1.33
LUPIN LIMITED EQ NEW F.V. RS.2/-1.32
PRESTIGE ESTATES PROJECTS LIMITED EQ1.32
MCX INDIA LIMITED EQ NEW RS. 10/-1.29
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-1.29
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-1.29
Persistent Systems Ltd1.27
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-1.26
Hindustan Aeronautics Ltd1.23
DR. LAL PATHLABS LIMITED EQ NEW FV RS. 10/-1.21
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-1.17
EQ - INFO-EDGE (INDIA) LTD.1.16
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-1.15
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-1.12
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-1.09
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-1.09
MAX HEALTHCARE INSTITUTE LIMITED EQ1.08
BHARAT PETROLEUM CORPORATION LTD. EQ1.07
CUMMINS INDIA LIMITED EQ FV RS.21.06
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-1.04
POLYCAB INDIA LIMITED EQ1.03
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-1.02
NTPC LIMITED EQ1
ITC LIMITED EQ NEW FV RE.1/-0.97
APOLLO TYRES LIMITED EQ RE.1/-0.95
METRO BRANDS LIMITED EQ NEW FV Rs.5/-0.9
Varun Beverages Ltd0.89
ZOMATO LIMITED EQ0.89
TUBE INVESTMENTS OF INDIA LIMITED EQ0.88
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-0.86
TATA MOTORS LIMITED EQ NEW FV RS. 2/-0.86
JINDAL STEEL & POWER LIMITED EQ. NEW RS.10.85
TORRENT POWER LIMITED EQ NEW FV RS.10/-0.82
ABB INDIA LIMITED EQ NEW RS. 2/-0.81
Cash and Other Net Current Assets0.79
KIRLOSKAR OIL ENGINES LIMITED EQ0.78
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-0.78
TITAN COMPANY LIMITED EQ NEW Re.1/-0.78
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-0.75
JSW INFRASTRUCTURE LTD EQ NEW FV RS 2/-0.75
DELHIVERY LIMITED EQ NEW FV RE.1/-0.7
KALYAN JEWELLERS INDIA LIMITED EQ0.7
DEVYANI INTERNATIONAL LIMITED EQ NEW FV Re.1/-0.7
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-0.67
INDUS TOWERS LIMITED EQ0.66
ACC LIMITED EQ F.V. RS.100.66
MPHASIS LIMITED EQ0.65
COFORGE LIMITED EQ0.51
EMAMI LIMITED EQ NEW F.V. RE.1/-0.46
Ola Electric Mobility Ltd0.43
TRIVENI TURBINE LIMITED EQ0.26
Mahindra & Mahindra Fin Ser Ltd-Rights0.04
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesHealthcareOil, Gas & Consumable FuelsConsumer ServicesInformation TechnologyAutomobile and Auto ComponentsFast Moving Consumer GoodsCapital GoodsConstruction MaterialsOthers
Portfolio Holdings
Created with Highcharts 4.1.4HDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-RELIANCE INDUSTRIES LIMITED EQSTATE BANK OF INDIA EQ NEW RE. 1/-TREPSAXIS BANK LIMITED EQ NE FV RS. 2/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-AMBER ENTERPRISES INDIA LIMITED EQOthers