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FAQ : Sundaram Large and Mid Cap Fund - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.2 15.09 14.06 12.58
Average Rolling Returns(%) 17.54 15.49 15.63 13.72

The Current NAV of Sundaram Large and Mid Cap Fund - Growth is ₹83.80.

You can consider SIP in Sundaram Large and Mid Cap Fund - Growth 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 fund’s expense ratio is 1.82%

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 is currently ₹6,575 Crores.

The Top three stocks are Shriram Finance, SBI and Oracle Finl. Service and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.

Top three sectors of Sundaram Large and Mid Cap Fund - Growth fund are BFSI, Construction & Infrastructure and Miscellaneous 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 Fund is Equity - Large & Mid Cap Fund.

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

Sundaram Large and Mid Cap Fund - Growth current PE ratio is 46.54 and PB ratio is 8.61

The asset allocation of Sundaram Large and Mid Cap Fund - Growth is Stocks : 92.75%, Debt : 7.25% and Gold : 0%

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

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

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