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FAQ : Sundaram Large and Mid Cap Fund - Growth - Direct Plan

Sundaram Large and Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 17.73 17.95 14.86 14.05
Average Rolling Returns(%) 17.75 15.48 15.66 13.74

The Current NAV of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is ₹94.22.

You can consider SIP in Sundaram Large and Mid Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Large and Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.70%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is currently ₹6,868 Crores.

The Top three stocks are HDFC Bank, SBI and Larsen & Toubro and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 29% of fund’s portfolio respectively.

Top three sectors of Sundaram Large and Mid Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 49% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Large and Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.

Madanagopal Ramu manages the Sundaram Large and Mid Cap Fund - Growth - Direct Plan Fund.

Sundaram Large and Mid Cap Fund - Growth - Direct Plan current PE ratio is 40.57 and PB ratio is 6.75

The asset allocation of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is Stocks : 95.96%, Debt : 3.67% and Gold : 0.41%

The minimum SIP amount for Sundaram Large and Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Large and Mid Cap Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

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