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

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NAV
₹ 27.9294 ₹ -0.38 (-1.34 %)
as on 28-02-2024
Asset Size (AUM)
6,039.93 Cr
Launch Date
Feb 27, 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 27, 2007
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11.72

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.16 %
Expense Ratio
1.84%
Volatility
11.37 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, 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
For units more than 25% of the investments, an exit load of 1% if redeemed 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 - 28-02-2024

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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 27-02-2007 33.83 15.69 17.34 16.67 16.65
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 56.28 31.12 30.22 25.92 23.09
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 50.12 27.81 24.31 20.66 16.56
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 49.72 22.96 23.77 0.0 0.0
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 48.81 26.35 24.18 0.0 0.0
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 48.48 27.04 25.09 22.27 15.28
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 47.35 22.95 19.34 18.29 17.17
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 44.48 24.24 22.36 19.67 15.7
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 44.02 22.03 22.36 0.0 0.0
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 43.27 22.38 20.9 19.59 16.04
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings