Formerly Sundaram Equity Multiplier Gr
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).
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
NAV (Dec 7)
6 Month CAGR
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Launched (16y ago)
Feb 27, 2007
AUM in Crores
IISL Nifty LargeMidcap 250 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram large and Mid Cap Fund (Growth)||10,98,738||3,66,126||16.2%|
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.
hdfc bank ltd5.4%
icici bank ltd4.7%
reliance industries ltd3.7%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,693 cr
₹ 11,883 cr
₹ 17,531 cr
₹ 10,816 cr
₹ 9,101 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.1% over a period of 16 years. The fund was previously known as Sundaram Equity Multiplier Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ravi Gopalakrishnan, Rohit Seksaria, S. Bharath.
Nav of Sundaram large and Mid Cap Fund (G) as of 12/7/2023 is ₹68.13 with the total AUM as of 12/8/2023 is ₹5313.082. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram large and Mid Cap Fund (G) 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 (G) 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 (G) 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 IISL Nifty LargeMidcap 250 TR INR.
Sundaram large and Mid Cap Fund (G) is rated as a 1 fund in Equity and delivered 19.8% 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 (G).
What is Sundaram large and Mid Cap Fund (G)?
How to invest in Sundaram large and Mid Cap Fund (G)?
You can invest in Sundaram large and Mid Cap Fund (G) 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 (G)?
The minimum sip amount for Sundaram large and Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram large and Mid Cap Fund (G) good to invest in?
As per Scripbox experts, Sundaram large and Mid Cap Fund (G) is a Not Recommended fund. You can investSundaram large and Mid Cap Fund (G) 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 (G)?
The expense ratio of the Sundaram large and Mid Cap Fund (G) is 1.85% for regular plan.