Sundaram Large and Midcap Fund Regular Plan - Growth

NAV
₹ 49.3478 ₹ 0.6 (1.21 %)
as on 27-05-2022
Asset Size (AUM)
4,944.36 Cr
Launch Date
Feb 10, 2007
Investment Objective
The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 10, 2007

13.72

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.18 %
Expense Ratio
1.93%
Volatility
11.34 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ashish Aggarwal,Ravi Gopalakrishnan
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
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 27-05-2022

Yearly Performance (%)

Investment Returns Calculator
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 Fund Regular Plan - Growth 10-02-2007 12.84 36.8 14.7 16.47 19.07
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 16.75 41.74 15.42 11.37 14.8
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 11.96 38.69 0.0 0.0 0.0
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 11.67 34.97 0.0 0.0 0.0
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 11.67 42.17 14.73 10.9 12.81
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 11.32 34.5 19.53 12.46 18.23
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 10.64 0.0 0.0 0.0 0.0
Navi Large & Midcap Fund- Regular Plan- Growth Option 07-12-2015 10.46 36.48 12.55 10.15 0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 10.24 33.64 14.64 11.26 0.0
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 8.88 39.39 14.97 12.44 16.69
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings