• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram large and Mid Cap Fund (Growth)

Formerly Sundaram Equity Multiplier Gr

Sundaram Mutual Fund

Sundaram large and Mid Cap Fund (Growth)

EquityLarge & Mid Cap

52.5889

NAV (Mar 31)

10.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

52.5889

NAV (Mar 31)

Fund Returns

Last 1Y

-3.8%

Last 3Y

26.3%

Last 5Y

10.3%

Last 10Y

14.7%

Since Inception

10.8%

6 Month CAGR

-3.2%

Scheme Information

Investment Objective

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

Expense Ratio

1.89

Launched (16y ago)

Feb 27, 2007

AUM in Crores

4885.088

ISIN

INF903J01DT1

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24

Standard Deviation (5yr)

20.8

Beta (3yr)

1

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.489

Sharpe Ratio (5yr)

0.341

YTM

0

Fund Managers

S. Bharath

Fund Manager

Rohit Seksaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram large and Mid Cap Fund (Growth)70%9,42,667 2,10,05510.3%
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.

Asset allocation and Holdings

Last updated on 2023-03-31

Top Stock Holdings

See all holdings

Compare Sundaram large and Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,727 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15%

    8.1%

    30.7%

    17.2%

    26.8%

    10.8%

    25%

    13.2%

    14.9%

    7%

    Sundaram large and Mid Cap Fund (G) Review

    Sundaram large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 10.8% 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 Rohit Seksaria, S. Bharath.

    Nav of Sundaram large and Mid Cap Fund (G) as of 3/31/2023 is ₹52.59 with the total AUM as of 4/1/2023 is ₹4885.088. 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 -3.8% 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).

    Frequently Asked Questions

    What is Sundaram large and Mid Cap Fund (G)?

    Sundaram large and Mid Cap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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 1.89% for regular plan.