Sundaram Large and Midcap Fund Regular Plan - Growth

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Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.82% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 667.22 Cr As on (30-05-2025)
Turn over: 29

NAV as on 12-06-2025

83.638 -1.09 (-1.3059%)

CAGR Since Inception

15.01%

NIFTY Large Midcap 250 TRI 16.32%

PERFORMANCE of Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 12-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Large and Midcap Fund Regular Plan - Growth	7.61	23.33	26.2	16.09	15.01
NIFTY LARGE MIDCAP 250 TRI	9.06	23.42	27.33	16.42	16.32
Equity: Large and Mid Cap	6.61	22.22	25.49	14.91	14.95

Yearly Performance (%)

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Fund Managers

FM 1- Mr. Bharath S; FM 2 - Mr. Ashish Aggarwal;

Investment Objective

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

RETURNS CALCULATOR for Sundaram Large and Midcap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

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Riskometer

Key Performance and Risk Statistics of Sundaram Large and Midcap Fund Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Large and Midcap Fund Regular Plan - Growth	12.94	0.78	-2.59	0.97	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Large and Midcap Fund Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 12-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Large and Midcap Fund Regular Plan - Growth	10-02-2007	7.61	24.16	23.33	26.2	16.09
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	16.44	33.63	32.15	30.31	0.0
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	15.89	32.59	27.8	26.13	15.85
Franklin India Equity Advantage Fund - Growth Plan	05-03-2005	10.61	22.69	18.92	24.77	12.09
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	12-02-2024	10.19	0.0	0.0	0.0	0.0
ICICI Prudential Large & Mid Cap Fund - Growth	09-07-1998	9.85	27.09	24.58	29.49	15.81
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	22-12-2023	9.79	0.0	0.0	0.0	0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	9.29	27.88	24.99	28.36	14.22
BANDHAN Core Equity Fund - Regular Plan - Growth	09-08-2005	9.01	30.47	27.88	28.9	15.8
SBI Large & MIDCap Fund- Regular Plan -Growth	28-02-1993	8.92	21.23	21.58	26.42	15.16

PORTFOLIO ANALYSIS of Sundaram Large and Midcap Fund Regular Plan - Growth

Asset Allocation (%)