Sundaram Large and Midcap Fund Regular Plan - Growth

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Large and Mid Cap NAV 68.1322 0 07 December, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2007
Benchmark NIFTY LARGE MIDCAP 250 TRI
Asset Size(Cr) 5528.86409
ISIN No. INF903J01DT1
Turn over 25%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Expense Ratio 1.84
Fund Manager Ravi Gopalakrishnan, Ashish Aggarwal
Fund House Sundaram Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.23% 1.58% 2.01%
1 M -1.94% 4.02% 4.3%
3 M 1.63% 1.44% 2.46%
6 M 16.36% 0.35% -0.5%
1 Y 13.4% 7.25% 6.48%
2 Y 13.37% 12.49% 12.7%
3 Y 21.97% 23.79% 25.31%
5 Y 15.23% 12.46% 10.92%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.08 1.27 0.73 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.97%

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 13.4% 21.97% 15.23%
DSP Equity Opportunities Fund-Regular Plan - Growth 18.7% 23.16% 16.67%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 17.98% 22.93% 19%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 13.48% 17.86% 13.51%

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