FAQ : Sundaram Large Cap Fund - Regular Plan - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 32.88 16.55 N/A N/A
Average Rolling Returns(%) 14.89 18.59 N/A N/A

The Current NAV of Sundaram Large Cap Fund - Regular Plan - Growth is ₹19.51.

It is better to invest in a fund with a longer track record as Sundaram Large Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Sundaram Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.92%

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 Cap Fund - Regular Plan - Growth is currently ₹3,421 Crores.

The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 54% of fund’s portfolio respectively.

Top three sectors of Sundaram Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 55% 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 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 Cap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.

Sudhir Kedia and Ravi Gopalakrishnan manage the Sundaram Large Cap Fund - Regular Plan - Growth Fund.

Sundaram Large Cap Fund - Regular Plan - Growth current PE ratio is 39.16 and PB ratio is 7.45

The asset allocation of Sundaram Large Cap Fund - Regular Plan - Growth is Stocks : 98.63%, Debt : 0.89% and Gold : 0.47%

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

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

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