- Mutual Funds
- Sundaram Mutual Fund
- Sundaram large and Mid Cap Fund (Growth)
Formerly Sundaram Equity Multiplier Gr
Sundaram large and Mid Cap Fund (Growth)
₹ 68.1322
NAV (Dec 07)
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
₹ 68.1322
NAV (Dec 7)
Fund Returns
Last 1Y | 19.8% |
Last 3Y | 20.8% |
Last 5Y | 16.2% |
Last 10Y | 17.1% |
Since Inception | 12.1% |
6 Month CAGR | 17% |
Scheme Information
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Expense Ratio | 1.85 |
Launched (16y ago) | Feb 27, 2007 |
AUM in Crores | 5313.082 |
ISIN | INF903J01DT1 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 20.2 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 1.051 |
Sharpe Ratio (5yr) | 0.549 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram large and Mid Cap Fund (Growth) | 10,98,738 | 3,66,126 | 16.2% | |
| 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
hdfc bank ltd
5.4%icici bank ltd
4.7%reliance industries ltd
3.7%infosys ltd
3.3%treps
3%Allocation by Sector
financial services
27.8%consumer cyclical
16.1%industrials
13.5%technology
10%healthcare
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.6% | ||
25.1% | 21% | ||
23.5% | 13% | ||
21.7% | 14.9% | ||
12.4% | 7.6% |
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 12.1% 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 Ashish Aggarwal, Ravi Gopalakrishnan, Rohit Seksaria, S. Bharath.
Nav of Sundaram large and Mid Cap Fund (G) as of 12/7/2023 is ₹68.13 with the total AUM as of 12/8/2023 is ₹5313.082. 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 19.8% 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)?
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 1.85% for regular plan.