Equity | Large & Mid Cap
3Y Returns
21.72%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.72%
Fund Size
₹6075 Cr
Inception Date
08-Jan-13
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
97.07%
Debt & Others
2.93%
Market Cap Allocation
Large Cap
58.78%
Mid Cap
31.51%
Small Cap
6.78%
Other Cap
2.93%
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.
Sundaram Large And Mid Cap Fund Direct Growth
1Y
39.81%
3Y
21.72%
5Y
19.04%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
69.6%
3Y
30.15%
5Y
29.03%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
55.39%
3Y
27.69%
5Y
NA
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
47.83%
3Y
27.24%
5Y
23.06%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
58.76%
3Y
26.42%
5Y
22.94%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
49.3%
3Y
26.12%
5Y
22.72%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
51.83%
3Y
24.95%
5Y
NA
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
48.31%
3Y
24.81%
5Y
NA
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
48.33%
3Y
24.21%
5Y
22.73%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
48.93%
3Y
23.34%
5Y
20.29%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
50.5%
3Y
22.97%
5Y
21.71%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
51.81%
3Y
22.92%
5Y
20.57%
Uti Core Equity Fund - Direct Growth Plan
1Y
48.57%
3Y
22.83%
5Y
20.95%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
37.87%
3Y
21.83%
5Y
NA
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
44.47%
3Y
21.73%
5Y
20.86%
Sbi Large And Midcap Fund Direct Growth
1Y
34.45%
3Y
21.39%
5Y
20.73%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
45.76%
3Y
21.31%
5Y
20.3%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
41.49%
3Y
21.24%
5Y
23.89%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
40.47%
3Y
20.97%
5Y
21.29%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
48%
3Y
20.72%
5Y
21.13%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
33.06%
3Y
20.55%
5Y
19.61%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
37.2%
3Y
19.6%
5Y
20.51%
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
41.2%
3Y
18.94%
5Y
22.11%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
27.61%
3Y
18.8%
5Y
18.16%
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
35.39%
3Y
18.09%
5Y
NA
Franklin India Equity Advantage Fund - Direct Growth
1Y
35.3%
3Y
17.05%
5Y
16.92%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
35.2%
3Y
14.38%
5Y
16.31%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.