FAQ's : 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(%) 18.44 N/A N/A N/A
Average Rolling Returns(%) 13.45 N/A N/A N/A

The Current NAV of Sundaram Large Cap Fund - Regular Plan - Growth is ₹16.96.

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 1.90%

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 ₹3,061 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 55% of fund’s portfolio respectively.

Top three sectors of Sundaram Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and FMCG accounting for 56% 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 33.20 and PB ratio is 6.70

The asset allocation of Sundaram Large Cap Fund - Regular Plan - Growth is Stocks : 96.93%, Debt : 3.06% and Gold : 0%

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