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(%) | 29.4 | 15.77 | N/A | N/A |
Average Rolling Returns(%) | 14.29 | 19.13 | N/A | N/A |
The Current NAV of Sundaram Large Cap Fund - Regular Plan - Growth is ₹19.45.
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
The AUM of Sundaram Large Cap Fund - Regular Plan - Growth is currently ₹3,370 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 24% 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 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 37.29 and PB ratio is 7.42
The asset allocation of Sundaram Large Cap Fund - Regular Plan - Growth is Stocks : 99.26%, Debt : 0.72% 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