Equity | Large & Mid Cap
3Y Returns
6.27%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
1.91%
Fund Size
₹5240 Cr
Inception Date
27-Feb-07
Fund Manager
Ravi Gopalakrishnan
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
94.19%
Debt & Others
5.81%
Market Cap Allocation
Large Cap
53.58%
Mid Cap
35.75%
Small Cap
5.63%
Other Cap
5.05%
Investment Objective
To Seek Capital Appreciation By Investing Predominantly In Equity And Equity Related Instruments In Large And Mid Cap Stock.
Fund House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
58.73%
3Y
26.34%
5Y
27.7%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
47.91%
3Y
24.51%
5Y
27.8%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
49.09%
3Y
23.62%
5Y
25.16%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
51.28%
3Y
21.22%
5Y
22.22%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
42.58%
3Y
21.19%
5Y
24.7%
Uti Core Equity Fund - Direct Growth Plan
1Y
46.3%
3Y
20.82%
5Y
24.73%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
38.97%
3Y
20.81%
5Y
24.32%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
39.63%
3Y
20.4%
5Y
23.34%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.47%
3Y
19.31%
5Y
23.07%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
45.66%
3Y
19.26%
5Y
22.49%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.21%
3Y
18.99%
5Y
21.91%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.73%
3Y
18.82%
5Y
NA
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
41.11%
3Y
18.62%
5Y
23.45%
Sbi Large And Midcap Fund Direct Growth
1Y
35.9%
3Y
18.36%
5Y
22.62%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
33.82%
3Y
18.13%
5Y
20.68%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
45.1%
3Y
17.54%
5Y
21.39%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
35.42%
3Y
17.36%
5Y
NA
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
37.47%
3Y
16.55%
5Y
21.3%
Sundaram Large And Mid Cap Fund Direct Growth
1Y
37.86%
3Y
15.85%
5Y
19.65%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
40.1%
3Y
15.72%
5Y
22.86%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
38.6%
3Y
15.69%
5Y
23.69%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
30.33%
3Y
14.71%
5Y
20.17%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
32.02%
3Y
14.5%
5Y
NA
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
33.2%
3Y
14.44%
5Y
NA
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
33.54%
3Y
14.22%
5Y
22.23%
Franklin India Equity Advantage Fund - Direct Growth
1Y
35.06%
3Y
13.31%
5Y
19.16%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
31.54%
3Y
9.41%
5Y
17.44%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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