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(%) | 38.5 | 20.61 | 17.07 | 14.66 |
Average Rolling Returns(%) | 18.25 | 16.26 | 13.83 | 12.90 |
The Current NAV of Sundaram Large and Mid Cap Fund - Growth is ₹77.39.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Sundaram Large and Mid Cap Fund - Growth fund’s expense ratio is 1.81%
The process for redemption is
The AUM of Sundaram Large and Mid Cap Fund - Growth is currently ₹6,388 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 28% of fund’s portfolio respectively.
Top three sectors of Sundaram Large and Mid Cap Fund - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 45% 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 45.46 and PB ratio is 7.29
The asset allocation of Sundaram Large and Mid Cap Fund - Growth is Stocks : 98.33%, Debt : 1.68% 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