Formerly Sundaram large and Mid Cap DS
₹ 28.855
NAV (Apr 22)
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₹ 28.855
NAV (Apr 22)
Last 1Y | 37.3% |
Last 3Y | 19.7% |
Last 5Y | 16.1% |
Last 10Y | 16.1% |
Since Inception | 12% |
6 Month CAGR | 18% |
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Expense Ratio | 1.83 |
Launched (17y ago) | Feb 27, 2007 |
AUM in Crores | 6117.556 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.4 |
Standard Deviation (5yr) | 20.1 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 0.906 |
Sharpe Ratio (5yr) | 0.583 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram large and Mid Cap Fund Transfer (PIDCW-A) | 10,95,831 | 3,63,219 | 16.1% | |
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.
icici bank ltd
4.7%hdfc bank ltd
4.6%reliance industries ltd
4.2%state bank of india
2.9%larsen & toubro ltd
2.7%financial services
26%industrials
16.6%consumer cyclical
14.5%healthcare
9.6%technology
8.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12% over a period of 17 years. The fund was previously known as Sundaram large and Mid Cap DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ravi Gopalakrishnan, Rohit Seksaria.
Nav of Sundaram large and Mid Cap Fund Transfer (PIDCW-A) as of 4/22/2024 is ₹28.86 with the total AUM as of 4/23/2024 is ₹6117.556. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram large and Mid Cap Fund Transfer (PIDCW-A) was launched on Feb 27, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is ₹0 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 Transfer (PIDCW-A) 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 LargeMidcap 250 TR INR.
Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is rated as a 2 fund in Equity and delivered 37.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram large and Mid Cap Fund Transfer (PIDCW-A).
What is Sundaram large and Mid Cap Fund Transfer (PIDCW-A)?
How to invest in Sundaram large and Mid Cap Fund Transfer (PIDCW-A)?
You can invest in Sundaram large and Mid Cap Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The minimum sip amount for Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram large and Mid Cap Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is a Neutral fund. You can investSundaram large and Mid Cap Fund Transfer (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram large and Mid Cap Fund Transfer (PIDCW-A)?
The expense ratio of the Sundaram large and Mid Cap Fund Transfer (PIDCW-A) is 1.83% for regular plan.