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(%) | 40.11 | 19.88 | 17.53 | 15 |
Average Rolling Returns(%) | 19.27 | 16.82 | 15.23 | 16.52 |
The Current NAV of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is ₹83.37.
You can consider SIP in Sundaram Large and Mid Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.
Sundaram Large and Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is currently ₹6,195 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.
Top three sectors of Sundaram Large and Mid Cap Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 46% 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.
Ravi Gopalakrishnan and Ashish Agarwal manage the Sundaram Large and Mid Cap Fund - Growth - Direct Plan Fund.
Sundaram Large and Mid Cap Fund - Growth - Direct Plan current PE ratio is 47.17 and PB ratio is 7.20
The asset allocation of Sundaram Large and Mid Cap Fund - Growth - Direct Plan is Stocks : 97.87%, Debt : 1.16% and Gold : 0.97%
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