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  • Sundaram large and Mid Cap Fund (Growth)

Formerly Sundaram Equity Multiplier Gr

Sundaram Mutual Fund

Sundaram large and Mid Cap Fund (Growth)

EquityDiversified

Top Ranked

56.7214

NAV (Oct 13)

17.8%
5 Year CAGR
Scripbox Opinion

Top Ranked

Sundaram large and Mid Cap Fund (Growth) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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).

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,820 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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Historical NAV

56.7214

NAV (Oct 13)

Fund Returns

Last 1Y
65.3%
Last 3Y
22.3%
Last 5Y
17.8%
Last 10Y
16.1%
Since Inception
12.6%
6 Month CAGR
32.3%
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Scheme Information

Investment Objective

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.18
Launched (14y ago)
Feb 27, 2007
AUM in Crores
1819.841
ISIN
INF903J01DT1
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rahul Baijal

Fund Manager

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S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,379 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    22.3%

    12.6%

    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    9.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Sundaram large and Mid Cap Fund (G)

    About Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 12.6% over a period of 14 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 Rahul Baijal, S. Bharath

    Sundaram large and Mid Cap Fund (G) Investment Objective

    To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram large and Mid Cap Fund (G) NAV,AUM,Risk

    The Sundaram large and Mid Cap Fund (G) fund was launched on Feb 27, 2007. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-13 is ₹56.72. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1819.841. The category risk of the Sundaram large and Mid Cap Fund (G) fund is Very High Risk. The fund charges 2.18 % as expense ratio.

    Sundaram large and Mid Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.1% in this asset class. The top three holdings of the fund are , infosys ltd , mindtree ltd , icici bank ltd , hdfc bank ltd , larsen & toubro ltd , state bank of india , pi industries ltd , schaeffler india ltd , reliance industries ltd , bajaj finserv ltd , axis bank ltd , varun beverages ltd , hcl technologies ltd , astral ltd , apollo hospitals enterprise ltd , indraprastha gas ltd , housing development finance corp ltd , indian railway catering and tourism corp ltd , mphasis ltd , sona blw precision forgings ltd , gland pharma ltd , ultratech cement ltd , divi's laboratories ltd , tata consumer products ltd , crompton greaves consumer electricals ltd , shriram transport finance co ltd , minda industries ltd , bharat petroleum corp ltd , hindalco industries ltd , max financial services ltd , cholamandalam financial holdings ltd , bharti airtel ltd , ashok leyland ltd , cummins india ltd , au small finance bank ltd , cipla ltd , dalmia bharat ltd , kansai nerolac paints ltd , trent ltd , treps , cash and other net current assets , sbi life insurance company limited , tube investments of india ltd ordinary shares , voltas ltd , natco pharma ltd , motherson sumi systems ltd , jubilant foodworks ltd , icici lombard general insurance co ltd , zomato ltd

    Sundaram large and Mid Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram large and Mid Cap Fund (G) Investment volatility and Horizon

    This fund 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) Review

    Sundaram large and Mid Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram large and Mid Cap Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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