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Asset Size:1247Cr
Expense Ratio:2.21%
Fund Manager(s):S Krishnakumar,
5year Returns:10.78%

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Sundaram large and Mid Cap Fund Growth

Sundaram       

Equity
Large & Mid-Cap

Nav : 37.9679 ( 0.44%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

18

Annualized Returns(5 yrs)

10.78%

Investment Horizon

>5 Yr

Doubled Money

6yrs 9m

Returns since February 27th, 2007

10.18%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

61.2L

Projected Maturity Amount

1.2Cr

Sundaram     

Equity
Large & Mid-Cap

Nav : 37.9679 ( 0.44%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

This fund has lower ups and downs (volatility) than other equity funds. Invest in this fund for an investment horizon of at least 3 years to give best results.

Ideal for medium-term to long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

61.2L

Projected Maturity Amount

1.2Cr

Rank (of 245)

18

Annualized Returns(5 yrs)

10.78%

Investment Horizon

>5 Yr

Doubled Money

6yrs 9m

Returns since February 27th, 2007

10.18%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Basic Details
Fund House
Sundaram
Launch Date
February 27th, 2007
Expense Ratio
2.21%
Fund Category Risk
High
Std Dev (1Yr)
36.378
Std Dev (3Yr)
23.82
Std Dev (5Yr)
20.019
Asset Size
1247Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.18 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
Contact Details
Fund Manager(s)
Phone No.
+91 44 28583362/3367