Sundaram Large and Midcap Fund Regular Plan - Growth

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Large and Mid Cap NAV 53.4439 0 27 January, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2007
Benchmark NIFTY 200
Asset Size(Cr) 5135.36 (As on 31-12-2022)
Turn over 22%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.89% (As on 30-11-2022)
Fund Manager Ravi Gopalakrishnan, Ashish Aggarwal

Investment Returns (As on 27 Jan, 2023)

Duration Returns Benchmark Category
1 W -2.69% -1.49% -2.51%
1 M -3.44% 0.49% -3.28%
3 M -0.2% 1.47% -3.19%
6 M 6.95% 7.99% 3.75%
1 Y 2.59% 4.9% 0.75%
2 Y 17.42% 13.49% 15.84%
3 Y 15.65% 14.81% 14.97%
5 Y 9.33% 11.47% 9.11%

Risk Mesasures (As on 27 Jan, 2023)

Std Dev Sharpe Beta Alpha
Fund 23.05 0.66 0.36 0.99
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.73%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Large and Midcap Fund Regular Plan - Growth 2.59% 15.65% 9.33%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option -2.71% 16.61% 11.96%
DSP Equity Opportunities Fund-Regular Plan - Growth 2.68% 13.87% 8.99%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -12.49% 8.92% 5.22%

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