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Sundaram Large and Midcap Fund Regular Plan - Growth

Fund House:
Sundaram Mutual Fund
Category:
Equity: Large and Mid Cap
Status:
Open Ended Schemes
Launch Date:
10-02-2007
ISIN Number:
INF903J01DT1
Minimum Investment:
100
Minimum SIP:
250
Total Assets: (29-11-2024):
6918.68
Nav (20-12-2024)
84.7054
CAGR Since Inception:
15.52
Benchmark:
NIFTY Large Midcap 250 TRI
Expense Ratio (30-11-2024)::
1.79 %
Risko-Meter:
Very High
Exit Load:
W.E.F Dec 31, 2021-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Sundaram Large and Midcap Fund Regular Plan - Growth 27.94 26.55 20.55 22.29 16.54
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 49.54 41.14 29.36 26.87 0
HSBC Large & Mid Cap Fund - Regular Growth 42.41 33.75 22.78 22.18 0
Invesco India Large & Mid Cap Fund - Growth 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 31.32 27.35 19.77 0 0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 30.71 25.62 18.15 19.11 0
Nippon India Vision Fund-Growth Plan-Growth Option 30.17 28.7 22 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 29.89 23.76 17.36 21.28 16.67
Fund Manager
Ravi Gopalakrishnan, Ashish Aggarwal:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Sundaram Large and Midcap Fund Regular Plan - Growth NIFTY 50 TRI Equity: Large and Mid Cap
CAGR since inception 15.52% 13.95% 15.92%
1 Year 27.94% 12.84% 27.50%
3 Year 20.55% 13.73% 19.64%
5 Year 22.29% 15.28% 21.12%
10 Year 16.54% 12.46% 14.91%
Nav / Index Value as on2024-12-22 6,918.68% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.38
Mutual Funds 2.17
Cash & Cash Equivalents 2.26
Equity 95.18
Company Holding
HDFC BANK LIMITED 5.04
ICICI BANK LIMITED 4.18
RELIANCE INDUSTRIES LIMITED 2.99
ZOMATO LIMITED 2.81
STATE BANK OF INDIA 2.79
INFOSYS LIMITED 2.61
LARSEN AND TOUBRO LIMITED 2.23
SUNDARAM MUTUAL FUND 2.17
BHARTI AIRTEL LIMITED 2.12
UNO MINDA LIMITED 1.85
FAQ's of Sundaram Large and Midcap Fund Regular Plan - Growth
How do I use the SIP Calculator to calculate Sundaram Mutual Fund ?

To calculate the Sundaram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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