₹ 33.9385
NAV (Oct 17)
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 33.9385
NAV (Oct 17)
Last 1Y | 37.3% |
Last 3Y | 14.3% |
Last 5Y | 21.4% |
Last 10Y | 17.1% |
Since Inception | 15.2% |
6 Month CAGR | 18.2% |
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Expense Ratio | 1.79% |
Launched 17Y ago | 2007-02-27 |
AUM in Crores | 7257.7 |
ISIN | INF903J01DU9 |
Lock-in | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.3 |
Beta | 1 |
Sharpe Ratio | 1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Large and Mid Cap Fund (PIDCW-I) | 12,65,100 | 5,32,488 | 21.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
4.73%HDFC Bank Ltd.
4.3%ICICI Bank Ltd.
3.84%Reliance Industries Ltd.
3.27%State Bank of India
2.85%Financial
20.84%Services
9.94%Automobile
9.54%Healthcare
9.1%Capital Goods
8.15%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
15.8% | 22.4% | ||
16% | 15% | ||
10.2% | 8.5% | ||
5.7% | 5% | ||
15.5% | 12% |
Sundaram Large and Mid Cap Fund (PIDCW-I) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.19% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Bharath S., Ravi Gopalakrishnan.
Nav of Sundaram Large and Mid Cap Fund (PIDCW-I) as of 10/17/2024 is ₹33.94 with the total AUM as of 10/18/2024 is ₹7257.73. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Large and Mid Cap Fund (PIDCW-I) was launched on 2007-02-27. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Large and Mid Cap Fund (PIDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Large and Mid Cap Fund (PIDCW-I) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Large and Mid Cap Fund (PIDCW-I).
What is Sundaram Large and Mid Cap Fund (PIDCW-I)?
How to invest in Sundaram Large and Mid Cap Fund (PIDCW-I)?
You can invest in Sundaram Large and Mid Cap Fund (PIDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Large and Mid Cap Fund (PIDCW-I)?
The minimum sip amount for Sundaram Large and Mid Cap Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Large and Mid Cap Fund (PIDCW-I) good to invest in?
According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Sundaram Large and Mid Cap Fund (PIDCW-I)?
The expense ratio of the Sundaram Large and Mid Cap Fund (PIDCW-I) is 1.79% for regular plan.
What is the NAV of Sundaram Large and Mid Cap Fund (PIDCW-I)?
Today's Sundaram Large and Mid Cap Fund (PIDCW-I) NAV is ₹33.94.