SCHEME OVERVIEW

Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

(Erstwhile Sundaram Equity Multiplier Fund Dividend)

Category: Equity: Large and Mid Cap
Launch Date: 27-02-2007
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.8% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,672.18 Cr As on (30-05-2025)
Turn over: 29
NAV as on 13-06-2025

30.1097

-0.15 (-0.5071%)

CAGR Since Inception

11.75%

NIFTY Large Midcap 250 TRI 16.23%

PERFORMANCE of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 2.29 19.54 22.67 13.68 11.75
NIFTY LARGE MIDCAP 250 TRI 6.28 22.75 27.17 16.44 16.23
Equity: Large and Mid Cap 5.24 23.11 25.34 14.85 14.83

Yearly Performance (%)

Nav Movement

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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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.

Key Performance and Risk Statistics of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 12.94 0.94 1.04 0.96 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 27-02-2007 2.29 18.71 19.54 22.67 13.68
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 15.06 32.7 33.43 30.26 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.39 31.87 28.81 26.04 15.81
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.21 22.01 19.95 24.68 12.05
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.04 0.0 0.0 0.0 0.0
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.98 26.58 25.46 29.35 15.75
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.42 0.0 0.0 0.0 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.95 27.07 25.92 28.2 14.15
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 7.69 29.59 28.79 28.72 15.72
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 6.62 22.34 22.79 25.17 14.78

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)