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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
₹ 30.649 ₹ -0.56 (-1.83 %)
as on 20-12-2024
Asset Size (AUM)
6,918.68 Cr
Launch Date
Feb 27, 2007
Invest in this scheme
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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12.19

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.94 %
Expense Ratio
1.79%
Volatility
12.94 %
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
W.E.F Dec 31, 2021-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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.
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
Other Schemes of the Same Category
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
HSBC Large & Mid Cap Fund - Regular Growth
Invesco India Large & Mid Cap Fund - Growth
BANDHAN Core Equity Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Nippon India Vision Fund-Growth Plan-Growth Option
Canara Robeco Emerging Equities - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

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 23.13 21.76 16.09 17.54 13.96
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 49.54 41.14 29.36 26.87 0.0
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 42.41 33.75 22.78 22.18 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 31.32 27.35 19.77 0.0 0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 30.71 25.62 18.15 19.11 0.0
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 30.17 28.7 22.0 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 29.89 23.76 17.36 21.28 16.67
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings