• 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

57.3212

NAV (Dec 02)

12.5%
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

Satisfactory

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

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

57.3212

NAV (Dec 2)

Fund Returns

Last 1Y

4.5%

Last 3Y

15.8%

Last 5Y

12.5%

Last 10Y

14.5%

Since Inception

11.7%

6 Month CAGR

13.3%

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 (15y ago)

Feb 27, 2007

AUM in Crores

5243.391

ISIN

INF903J01DT1

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.9

Standard Deviation (5yr)

20.8

Beta (3yr)

0.99

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.56

Sharpe Ratio (5yr)

0.427

YTM

0

Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

7.8%
7.8%

treps

4.3%
4.3%

reliance industries ltd

4.2%
4.2%

hdfc bank ltd

3.8%
3.8%

infosys ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

28.8%
28.8%

consumer cyclical

16.6%
16.6%

industrials

14.4%
14.4%

technology

8.2%
8.2%

basic materials

7.2%
7.2%
See all sectors

Compare Sundaram large and Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

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

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    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 11.7% over a period of 15 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, S. Bharath.

    Nav of Sundaram large and Mid Cap Fund (G) as of 12/2/2022 is ₹57.32 with the total AUM as of 12/3/2022 is ₹5243.391. 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 2 fund in Equity and delivered 4.5% 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 stocks 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 1.89% for regular plan.