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Sundaram Large and Midcap Fund Regular Plan - Growth

(Erstwhile Sundaram Equity Multiplier Fund Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.79% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,870.79 Cr As on 31-10-2024(Source:AMFI)
Turn over: 29% | Exit Load: W.E.F Dec 31, 2021-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 22-11-2024

83.5538

1.16 (1.3837%)

CAGR Since Inception

15.51%

Benchmark: 16.34%

PERFORMANCE

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This Scheme
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NIFTY Large Midcap 250 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 9 Months
13 Years 10 Months
14 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.45
Sharpe Ratio 0.64
Alpha -2.0
Beta 0.93
Yield to Maturity -
Average Maturity -

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 33.24 26.65 18.61 22.3 16.45
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 47.01 37.63 24.85 25.36 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 41.59 31.04 20.63 20.62 15.31
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 38.55 30.5 19.11 21.36 -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 38.12 31.08 22.79 23.07 15.39
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 37.28 28.78 19.45 21.34 12.39
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 37.11 30.26 20.32 23.58 13.86
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 37.0 27.13 17.74 - -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 36.35 24.99 16.33 19.39 -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 35.99 28.03 19.03 21.0 15.54

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

9.09%

Others

2.29%

Large Cap

49.84%

Mid Cap

38.14%

Scheme Documents

October 2024

Monthly Portfolio Disclosure Equity & Fund of Funds - October - 2024

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