Sundaram Large and Midcap Fund Regular Plan - Growth

(Erstwhile Sundaram Equity Multiplier Fund Growth)

Category: Equity: Large and Mid Cap
Launch Date: 10-02-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.79% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,912.94 Cr As on (31-12-2024)
Turn over: 29%
NAV as on 14-01-2025

80.2263

0.72 (0.8981%)

CAGR Since Inception

15.11%

NIFTY Large Midcap 250 TRI 16.13%

PERFORMANCE of Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Performance (%)

Data as on - 14-01-2025

Yearly Performance (%)

Fund Managers

Ravi Gopalakrishnan, Ashish Aggarwal

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
27-02-2007 7.1558 13974.6779 100000 0.0 %
27-03-2007 6.9773 - 97506 -2.49 %
27-04-2007 7.2845 - 101799 1.8 %
27-05-2007 7.5407 - 105379 5.38 %
27-06-2007 7.6287 - 106609 6.61 %
27-07-2007 7.9196 - 110674 10.67 %
27-08-2007 7.7184 - 107862 7.86 %
27-09-2007 9.1934 - 128475 28.48 %
27-10-2007 11.0528 - 154459 54.46 %
27-11-2007 11.6663 - 163033 63.03 %
27-12-2007 12.3577 - 172695 72.69 %
27-01-2008 10.1699 - 142121 42.12 %
27-02-2008 9.7691 - 136520 36.52 %
27-03-2008 8.5098 - 118922 18.92 %
27-04-2008 9.1471 - 127828 27.83 %
27-05-2008 8.77 - 122558 22.56 %
27-06-2008 7.3039 - 102070 2.07 %
27-07-2008 7.5804 - 105934 5.93 %
27-08-2008 7.5828 - 105967 5.97 %
27-09-2008 6.955 - 97194 -2.81 %
27-10-2008 5.2046 - 72733 -27.27 %
27-11-2008 5.2436 - 73278 -26.72 %
27-12-2008 5.4824 - 76615 -23.39 %
27-01-2009 5.2028 - 72707 -27.29 %
27-02-2009 4.9949 - 69802 -30.2 %
27-03-2009 5.3618 - 74929 -25.07 %
27-04-2009 6.048 - 84519 -15.48 %
27-05-2009 7.9075 - 110505 10.51 %
27-06-2009 7.8634 - 109888 9.89 %
27-07-2009 8.2204 - 114877 14.88 %
27-08-2009 8.7775 - 122663 22.66 %
27-09-2009 9.364 - 130859 30.86 %
27-10-2009 9.258 - 129378 29.38 %
27-11-2009 9.4393 - 131911 31.91 %
27-12-2009 10.0003 - 139751 39.75 %
27-01-2010 9.6377 - 134684 34.68 %
27-02-2010 9.5805 - 133884 33.88 %
27-03-2010 10.055 - 140515 40.52 %
27-04-2010 10.4021 - 145366 45.37 %
27-05-2010 9.7772 - 136633 36.63 %
27-06-2010 10.2873 - 143762 43.76 %
27-07-2010 10.6345 - 148614 48.61 %
27-08-2010 11.0302 - 154143 54.14 %
27-09-2010 11.6273 - 162488 62.49 %
27-10-2010 11.9489 - 166982 66.98 %
27-11-2010 11.0315 - 154162 54.16 %
27-12-2010 11.1998 - 156514 56.51 %
27-01-2011 10.5324 - 147187 47.19 %
27-02-2011 9.5618 - 133623 33.62 %
27-03-2011 9.9857 - 139547 39.55 %
27-04-2011 10.731 - 149962 49.96 %
27-05-2011 10.1187 - 141406 41.41 %
27-06-2011 10.1869 - 142359 42.36 %
27-07-2011 10.508 - 146846 46.85 %
27-08-2011 9.0398 - 126328 26.33 %
27-09-2011 9.2921 - 129854 29.85 %
27-10-2011 9.1236 - 127499 27.5 %
27-11-2011 8.6899 - 121439 21.44 %
27-12-2011 8.1013 - 113213 13.21 %
27-01-2012 8.9504 - 125079 25.08 %
27-02-2012 9.1831 - 128331 28.33 %
27-03-2012 9.5158 - 132980 32.98 %
27-04-2012 9.7104 - 135700 35.7 %
27-05-2012 9.2906 - 129833 29.83 %
27-06-2012 9.5328 - 133218 33.22 %
27-07-2012 9.6068 - 134252 34.25 %
27-08-2012 10.0984 - 141122 41.12 %
27-09-2012 10.7648 - 150435 50.43 %
27-10-2012 10.8343 - 151406 51.41 %
27-11-2012 11.1842 - 156296 56.3 %
27-12-2012 11.6867 - 163318 63.32 %
27-01-2013 11.7446 - 164127 64.13 %
27-02-2013 10.9697 - 153298 53.3 %
27-03-2013 10.461 - 146189 46.19 %
27-04-2013 10.8741 - 151962 51.96 %
27-05-2013 11.0773 - 154802 54.8 %
27-06-2013 10.3864 - 145147 45.15 %
27-07-2013 10.4355 - 145833 45.83 %
27-08-2013 9.6029 - 134197 34.2 %
27-09-2013 10.2702 - 143523 43.52 %
27-10-2013 10.9442 - 152942 52.94 %
27-11-2013 11.2456 - 157154 57.15 %
27-12-2013 12.0969 - 169050 69.05 %
27-01-2014 11.5447 - 161333 61.33 %
27-02-2014 12.1434 - 169700 69.7 %
27-03-2014 12.9928 - 181570 81.57 %
27-04-2014 13.6628 - 190933 90.93 %
27-05-2014 15.3283 - 214208 114.21 %
27-06-2014 16.5076 - 230688 130.69 %
27-07-2014 16.5891 - 231827 131.83 %
27-08-2014 17.5452 - 245189 145.19 %
27-09-2014 18.0745 - 252585 152.58 %
27-10-2014 18.4138 - 257327 157.33 %
27-11-2014 20.1307 - 281320 181.32 %
27-12-2014 20.3382 - 284220 184.22 %
27-01-2015 21.8077 - 304756 204.76 %
27-02-2015 21.7456 - 303888 203.89 %
27-03-2015 21.4218 - 299363 199.36 %
27-04-2015 20.6256 - 288236 188.24 %
27-05-2015 21.6399 - 302411 202.41 %
27-06-2015 21.9545 - 306807 206.81 %
27-07-2015 22.3772 - 312714 212.71 %
27-08-2015 21.8198 - 304925 204.92 %
27-09-2015 21.2537 - 297014 197.01 %
27-10-2015 21.9801 - 307165 207.16 %
27-11-2015 21.7749 - 304297 204.3 %
27-12-2015 21.6447 - 302478 202.48 %
27-01-2016 20.3583 - 284501 184.5 %
27-02-2016 18.6334 - 260396 160.4 %
27-03-2016 20.5923 - 287771 187.77 %
27-04-2016 21.5847 - 301639 201.64 %
27-05-2016 21.8818 - 305791 205.79 %
27-06-2016 22.2817 - 311380 211.38 %
27-07-2016 24.1541 - 337546 237.55 %
27-08-2016 25.0501 - 350067 250.07 %
27-09-2016 25.5861 - 357558 257.56 %
27-10-2016 25.958 - 362755 262.75 %
27-11-2016 24.1587 - 337610 237.61 %
27-12-2016 23.5054 - 328480 228.48 %
27-01-2017 25.9843 - 363122 263.12 %
27-02-2017 26.7619 - 373989 273.99 %
27-03-2017 27.7313 - 387536 287.54 %
27-04-2017 29.558 - 413064 313.06 %
27-05-2017 29.2796 - 409173 309.17 %
27-06-2017 29.2449 - 408688 308.69 %
27-07-2017 30.9355 - 432314 332.31 %
27-08-2017 30.7142 - 429221 329.22 %
27-09-2017 30.874 - 431454 331.45 %
27-10-2017 33.3435 - 465965 365.97 %
27-11-2017 33.993 - 475041 375.04 %
27-12-2017 34.9584 - 488532 388.53 %
27-01-2018 35.427 - 495081 395.08 %
27-02-2018 33.6932 - 470852 370.85 %
27-03-2018 32.5703 - 455159 355.16 %
27-04-2018 34.6933 - 484828 384.83 %
27-05-2018 33.7567 - 471739 371.74 %
27-06-2018 32.5781 - 455268 355.27 %
27-07-2018 34.0406 - 475706 375.71 %
27-08-2018 35.2864 - 493116 393.12 %
27-09-2018 32.0289 - 447594 347.59 %
27-10-2018 29.6055 - 413727 313.73 %
27-11-2018 31.3892 - 438654 338.65 %
27-12-2018 31.6434 - 442206 342.21 %
27-01-2019 30.8837 - 431590 331.59 %
27-02-2019 30.6 - 427625 327.62 %
27-03-2019 32.4094 - 452911 352.91 %
27-04-2019 32.8118 - 458534 358.53 %
27-05-2019 33.4184 - 467011 367.01 %
27-06-2019 33.0952 - 462495 362.5 %
27-07-2019 31.0731 - 434237 334.24 %
27-08-2019 30.7315 - 429463 329.46 %
27-09-2019 32.898 - 459739 359.74 %
27-10-2019 33.2101 - 464100 364.1 %
27-11-2019 34.1298 - 476953 376.95 %
27-12-2019 34.4365 - 481239 381.24 %
27-01-2020 35.7721 - 499904 399.9 %
27-02-2020 35.1851 - 491700 391.7 %
27-03-2020 25.3478 - 354227 254.23 %
27-04-2020 27.3915 - 382787 282.79 %
27-05-2020 27.0685 - 378274 278.27 %
27-06-2020 29.9739 - 418876 318.88 %
27-07-2020 31.4575 - 439608 339.61 %
27-08-2020 34.1654 - 477450 377.45 %
27-09-2020 32.6603 - 456417 356.42 %
27-10-2020 34.2431 - 478536 378.54 %
27-11-2020 37.7844 - 528025 428.02 %
27-12-2020 39.4637 - 551492 451.49 %
27-01-2021 40.1323 - 560836 460.84 %
27-02-2021 43.5855 - 609093 509.09 %
27-03-2021 43.206 - 603790 503.79 %
27-04-2021 44.0342 - 615364 515.36 %
27-05-2021 46.5137 - 650014 550.01 %
27-06-2021 48.7468 - 681221 581.22 %
27-07-2021 50.123 - 700453 600.45 %
27-08-2021 52.143 - 728682 628.68 %
27-09-2021 54.9986 - 768588 668.59 %
27-10-2021 56.6039 - 791021 691.02 %
27-11-2021 54.5548 - 762386 662.39 %
27-12-2021 55.0998 - 770002 670.0 %
27-01-2022 53.9401 - 753796 653.8 %
27-02-2022 52.3579 - 731685 631.68 %
27-03-2022 53.3968 - 746203 646.2 %
27-04-2022 53.1668 - 742989 642.99 %
27-05-2022 49.3478 - 689620 589.62 %
27-06-2022 48.4461 - 677019 577.02 %
27-07-2022 51.7412 - 723067 623.07 %
29-08-2022 54.5362 - 762126 662.13 %
27-09-2022 53.7974 - 751801 651.8 %
27-10-2022 55.4494 - 774888 674.89 %
28-11-2022 56.6585 - 791784 691.78 %
27-12-2022 55.348 - 773470 673.47 %
27-01-2023 53.4439 - 746861 646.86 %
27-02-2023 53.0781 - 741749 641.75 %
27-03-2023 51.4237 - 718630 618.63 %
27-04-2023 54.2839 - 758600 658.6 %
29-05-2023 57.2364 - 799860 699.86 %
27-06-2023 58.596 - 818860 718.86 %
27-07-2023 61.4179 - 858295 758.3 %
28-08-2023 61.4125 - 858220 758.22 %
27-09-2023 63.1621 - 882670 782.67 %
27-10-2023 60.8616 - 850521 750.52 %
28-11-2023 64.9761 - 908020 808.02 %
27-12-2023 70.0057 - 978307 878.31 %
29-01-2024 70.3557 - 983198 883.2 %
27-02-2024 72.4013 - 1011785 911.79 %
27-03-2024 72.3185 - 1010628 910.63 %
29-04-2024 75.8158 - 1059501 959.5 %
27-05-2024 78.7752 - 1100858 1000.86 %
27-06-2024 82.5737 - 1153941 1053.94 %
29-07-2024 85.2399 - 1191200 1091.2 %
27-08-2024 86.4531 - 1208154 1108.15 %
27-09-2024 89.628 - 1252522 1152.52 %
28-10-2024 84.3187 - 1178327 1078.33 %
27-11-2024 85.1572 - 1190044 1090.04 %
27-12-2024 85.2287 - 1191044 1091.04 %
14-01-2025 80.2263 - 1121137 1021.14 %

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

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 0.6 -1.9 0.93 - -
Equity: Large and Mid Cap - - - - - -

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

Amount :
Start :
End :
Period
Data as on - 14-01-2025
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 16.73 24.65 14.89 20.46 15.53
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 28.18 36.27 21.52 23.79 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 24.32 30.23 17.33 19.42 15.08
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 23.28 28.53 14.75 19.14 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 19.51 27.52 17.54 21.35 13.44
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 19.4 25.27 12.9 17.66 0.0
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 17.98 25.88 14.29 0.0 0.0
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 17.8 28.73 18.97 21.29 15.15
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 17.77 22.03 11.73 19.28 15.49
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 17.46 25.03 16.21 19.23 15.03

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

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

8.79%

Others

4.81%

Large Cap

49.64%

Mid Cap

36.75%

Total

100%