• 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)

EquityDiversified

Top Ranked

58.757

NAV (Jan 17)

18.5%
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

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

Relative Size

5,100 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

58.757

NAV (Jan 17)

Fund Returns

Last 1Y

43.2%

Last 3Y

21.2%

Last 5Y

18.5%

Last 10Y

17.2%

Since Inception

12.6%

6 Month CAGR

19%

info-icon-blue

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

2.23

Launched (15y ago)

Feb 27, 2007

AUM in Crores

5099.837

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

user-avatar

S. Bharath

Fund Manager

calculator

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,864 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    23.5%

    16.3%

    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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    Sundaram large and Mid Cap Fund (G) Review

    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.

    Nav of Sundaram large and Mid Cap Fund (G) as of 17/01/2022 is ₹58.76 with the total AUM as of 18/01/2022 is ₹5099.837. 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 4 fund in Equity and delivered 43.2% 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

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