Sundaram Large and Midcap Fund Direct Plan - Growth
(Erstwhile Sundaram Equity Multiplier - Direct Plan - Growth Option)
Fund House: Sundaram Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 0.88% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,380.64 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 29% | Exit Load: W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 365 days from the date of allotment. NIL if redeemed /SWP/STP after 365 days from the date of allotment |
90.9721
-0.24 (-0.2676%)
17.98%
Benchmark: 16.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
1 Years 10 Months
7 Years 10 Months
8 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 | 15.52 |
| Sharpe Ratio | 0.48 |
| Alpha | -1.83 |
| Beta | 0.99 |
| 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 Direct Plan - Growth | 01-01-2013 | 10.25 | 24.17 | 15.86 | 26.05 | 15.61 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 18.3 | 33.92 | 21.82 | 26.42 | 14.97 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 14.72 | 29.35 | 20.45 | 26.94 | 15.4 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 14.01 | 29.77 | 21.31 | 30.1 | 13.52 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 13.56 | 24.77 | 15.79 | 25.38 | 15.71 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 13.28 | 29.23 | 21.33 | 30.99 | 15.07 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 13.02 | 29.52 | 20.04 | 28.36 | 12.4 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 12.74 | 26.16 | 15.18 | 24.03 | 14.29 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 12.71 | 26.99 | 18.52 | 27.18 | 15.55 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 12.67 | 32.99 | 24.44 | 29.91 | - |
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
PORTFOLIO
Market Cap Distribution
Small Cap
8.08%
Others
5.43%
Large Cap
51.16%
Mid Cap
35.29%
