• 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

78.4965

NAV (May 24)

17.7%
5 Year CAGR
Scripbox Opinion
Neutral
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

Good

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

Outperformance Consistency

Poor

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

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

78.4965

NAV (May 24)

Fund Returns

Last 1Y
39.4%
Last 3Y
20.6%
Last 5Y
17.7%
Last 10Y
16%
Since Inception
12.7%
6 Month CAGR
21.2%

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
1.81
Launched (17y ago)
Feb 27, 2007
AUM in Crores
6387.674
ISIN
INF903J01DT1
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
20.1
Beta (3yr)
0.95
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.076
Sharpe Ratio (5yr)
0.645
YTM
0
Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram large and Mid Cap Fund (Growth)70%11,43,526 4,10,91417.7%
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 2024-05-24

Top Stock Holdings

hdfc bank ltd

4.7%
4.7%

icici bank ltd

4.3%
4.3%

reliance industries ltd

4%
4%

state bank of india

3%
3%

larsen & toubro ltd

2.5%
2.5%
See all holdings

Allocation by Sector

financial services

25.5%
25.5%

industrials

17.6%
17.6%

consumer cyclical

14.4%
14.4%

healthcare

9%
9%

technology

7.2%
7.2%
See all sectors

Comparison with Equity Funds

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

₹ 14,859 cr

₹ 22,471 cr

₹ 18,691 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,396 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.8%

20.6%

20.7%

5.2%

4.9%

20.5%

13.2%

20%

%

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 12.7% over a period of 17 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.

Nav of Sundaram large and Mid Cap Fund (G) as of 5/24/2024 is ₹78.50 with the total AUM as of 5/27/2024 is ₹6387.674. 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 Nifty LargeMidcap 250 TR INR.

Sundaram large and Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 39.4% 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 Neutral 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 1.81% for regular plan.