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(%) 33.84 17.68 17.21 13.55
Average Rolling Returns(%) 17.86 16.21 13.77 12.87

The Current NAV of Sundaram Large and Mid Cap Fund - Growth is ₹72.89.

You should look for a fund with better more consistent performance track record. 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 fund’s expense ratio is 1.84%

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 ₹6,118 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 fund are BFSI, Auto and Healthcare accounting for 47% 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.

Ravi Gopalakrishnan and Ashish Agarwal manage the Sundaram Large and Mid Cap Fund - Growth Fund.

Sundaram Large and Mid Cap Fund - Growth current PE ratio is 45.09 and PB ratio is 7.17

The asset allocation of Sundaram Large and Mid Cap Fund - Growth is Stocks : 98.79%, Debt : 1.21% 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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