Sundaram Large and Midcap Regular Plan - (IDCW)

Sundaram Large and Midcap Regular Plan - (IDCW) is a scheme launched by Sundaram Mutual Fund on February 27, 2007, and falls under the Large and Mid Cap fund category. It currently manages an AUM of Rs 6,789.22 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.79% for managing the portfolio.

• Investing Strategy:

  To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

• Performance:

  Sundaram Large and Midcap Regular Plan - (IDCW) trailing returns over different times are -9.57% (1 year), 6.09% (3 year) and 13.48% (5 year). The average annual return of this fund stands at -0.04%.