Principal Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
6M
1Y
All
NAV: 31 Dec 2021₹14.95
Min. SIP amountNot Supported
RatingNA
Fund size₹533.66Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Absolute returns
3M6M1YAll
Fund returns0.5%11.7%28.3%49.5%
Category averageNANA0.1%NA
Rank with in category141829NA
Understand terms

Holdings (67)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.7%
Infosys Ltd.TechnologyEquity6.3%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.6%
HDFC Bank Ltd.FinancialEquity5.2%
State Bank of IndiaFinancialEquity3.3%
Axis Bank Ltd.FinancialEquity3.1%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
Kotak Mahindra Bank Ltd.FinancialEquity2.5%
Tata Motors DVRAutomobileEquity2.3%
Maruti Suzuki India Ltd.AutomobileEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.50%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sudhir Kedia
Sep 2020 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

Anirvan Sarkar
Sep 2020 - Present
View details

Education
Mr. Sarkar has done PGDCM from IIM Calcutta
Experience
He has over 9 years of experience in sell side and buy side research. He has covered the banking and financial sector for 6 years as well as multiple other sectors prior to that. He has a very strong research background and has sound knowledge of equities markets.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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