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Business News/Market/Market Stats/    Sundaram large and Mid Cap Fund Growth

Sundaram large and Mid Cap Fund Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 3
  • Plan
79.98 -0.09 (-0.11%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)6912.94
  • CAGR 12.39%
  • Exit Load1.00%
  • Expense ratio1.79%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2007-02-27

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 09 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Sundaram Liquid Dir Gr
  • 150.26
  • 2.17%
  • Treps
  • 139.60
  • 2.02%
View More

Risk & Volitility

  • Alpha -0.71%
  • Beta 1.00
  • Sharpe Ratio0.65
  • Std Deviation 13.34%
  • Tracking Error 5.44%

About Fund

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

 

The Sundaram large and Mid Cap Fund Growth has an AUM of 6912.94 crores & has delivered CAGR of 16.13% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.79%. The minimum investment in Sundaram large and Mid Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Zomato.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Computer Services.

 

Some of the similar funds are Bandhan Core Equity Fund - Growth, Invesco India Large&MidCap Fund Growth, Tata Large & Mid Cap Fund Regular Growth, Sundaram large and Mid Cap Fund Growth, Aditya Birla Sun Life Equity Advantage Fund Growth. Sundaram large and Mid Cap Fund Growth has a sharpe ratio of 0.65 & a standard deviation of 13.34%.

FAQs about Sundaram large and Mid Cap Fund Growth

According to the morning star rating Sundaram large and Mid Cap Fund Growth has a Moderate risk & Exceptional return.
Sundaram large and Mid Cap Fund Growth is managed by S. Bharath,Ashish Aggarwal.
The expense ratio of Sundaram large and Mid Cap Fund Growth is 1.79%.
The 5 year annualized return on Sundaram large and Mid Cap Fund Growth is 16.13% & it has generated 12.39% in the last 1 year.
The minimum investment in Sundaram large and Mid Cap Fund Growth is 100 Rs.
Sundaram large and Mid Cap Fund Growth has an AUM of 6912.94 crores.
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