- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Large and Mid Cap Fund (G)
Sundaram Large and Mid Cap Fund (G)
₹ 87.6571
NAV (Sep 18)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 87.6571
NAV (Sep 18)
Fund Returns
Last 1Y | 37% |
Last 3Y | 16.9% |
Last 5Y | 23.7% |
Last 10Y | 16.9% |
Since Inception | 15.4% |
6 Month CAGR | 24.7% |
Scheme Information
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Expense Ratio | 1.79 |
Launched (0y ago) | 1.79 |
AUM in Crores | 7129.6 |
ISIN | INF903J01DT1 |
Lock-in | |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 13.3 |
Beta | 1 |
Sharpe Ratio | 1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Large and Mid Cap Fund (G) | 13,47,132 | 6,14,520 | 23.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
4.7%HDFC Bank Ltd.
4.3%ICICI Bank Ltd.
3.8%Reliance Industries Ltd.
3.3%State Bank of India
2.9%Allocation by Sector
Financial
20.843517%Services
9.939474%Automobile
9.54109%Healthcare
9.09562%Capital Goods
8.15026%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.922% | 22.76% | ||
18.579% | 15.294% | ||
10.926% | 8.548% | ||
5.593% | 4.942% | ||
18.378% | 12.164% |
Sundaram Large and Mid Cap Fund (G) Review
Sundaram Large and Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.363% over a period of 17 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Sundaram Large and Mid Cap Fund (G) as of 9/18/2024 is ₹87.66 with the total AUM as of 9/19/2024 is ₹7129.598863. 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 2007-02-27. The category risk of the fund is Above Average.
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 Large Midcap 250 Total Return Index.
Sundaram Large and Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 36.953% 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)?
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 2 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 1.79% for regular plan.