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Principal Large Cap Fund Direct Growth
Equity
Large Cap
Very High Risk
NAV: 31 Dec '21
₹14.95
Min. SIP amount
Not Supported
Fund size
₹533.66 Cr
Expense ratio
0.50%
Holdings (69)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 6.71% |
| Infosys Ltd. | Technology | Equity | 6.34% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.60% |
| HDFC Bank Ltd. | Financial | Equity | 5.15% |
| State Bank of India | Financial | Equity | 3.28% |
| Axis Bank Ltd. | Financial | Equity | 3.06% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.58% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.49% |
| Tata Motors DVR | Automobile | Equity | 2.31% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.20% |
| Hindustan Unilever Ltd. | FMCG | Equity | 1.81% |
| Wipro Ltd. | Technology | Equity | 1.81% |
| Bharti Airtel Ltd. Partly Paid Equity | Communication | PPE | 1.76% |
| Bharti Airtel Ltd. | Communication | Equity | 1.71% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.71% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.68% |
| Bajaj Finance Ltd. | Financial | Equity | 1.55% |
| Tata Steel Ltd. | Metals | Equity | 1.55% |
| Zomato Ltd. | Services | Equity | 1.50% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.41% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.40% |
| Bosch Ltd. | Automobile | Equity | 1.38% |
| NVIDIA Corporation (USA) | Technology | Forgn. Eq | 1.33% |
| Microsoft Corportion (US) | Technology | Forgn. Eq | 1.31% |
| Housing Development Finance Corpn. Ltd. | Financial | Warrant | 1.31% |
| Godrej Consumer Products Ltd. | FMCG | Equity | 1.30% |
| Tata Motors Ltd. | Automobile | Equity | 1.30% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.25% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 1.24% |
| Apple Inc. (USA) | Consumer Durable | Forgn. Eq | 1.23% |
| Motherson Sumi Systems Ltd. | Automobile | Equity | 1.16% |
| Cholamandalam Investment & Finance Company Ltd. | Financial | Equity | 1.16% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 1.14% |
| Alphabet Inc Class A | Technology | Forgn. Eq | 1.13% |
| ITC Ltd. | FMCG | Equity | 1.13% |
| SBI Cards & Payments Services Ltd. | Financial | Equity | 1.12% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.10% |
| UPL Ltd. | Chemicals | Equity | 1.09% |
| JP Morgan Chase & Co. (US) | Financial | Forgn. Eq | 0.98% |
| Larsen & Toubro Infotech Ltd. | Technology | Equity | 0.95% |
| Nike Inc. | Textiles | Forgn. Eq | 0.91% |
| HCL Technologies Ltd. | Technology | Equity | 0.85% |
| United Health Group Inc. | Healthcare | Forgn. Eq | 0.85% |
| Britannia Industries Ltd. | FMCG | Equity | 0.84% |
| Home Depot INC | FMCG | Forgn. Eq | 0.83% |
| Indusind Bank Ltd. | Financial | Equity | 0.81% |
| Ultratech Cement Ltd. | Construction | Equity | 0.81% |
| Facebook Co | Technology | Forgn. Eq | 0.80% |
| Amazon. com Inc. (USA) | Consumer Durable | Forgn. Eq | 0.78% |
| Tech Mahindra Ltd. | Technology | Equity | 0.76% |
| Thermo Fisher Scientific Inc. | Chemicals | Forgn. Eq | 0.76% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.75% |
| Mastercard Ord Shs Class A | Financial | Forgn. Eq | 0.66% |
| Eli Lilly | Healthcare | Forgn. Eq | 0.65% |
| Johnson & Johnson Ltd. | Diversified | Forgn. Eq | 0.63% |
| Paypal Holdings Inc - W/I | Services | Forgn. Eq | 0.58% |
| Cipla Ltd. | Healthcare | Equity | 0.55% |
| Colgate-Palmolive (USA) | FMCG | Forgn. Eq | 0.53% |
| Titan Company Ltd. | Consumer Durable | Equity | 0.53% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.51% |
| Tata Consumer Products Ltd. | FMCG | Equity | 0.51% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.40% |
| NTPC Ltd. | Energy | Equity | 0.36% |
| Hindalco Industries Ltd. | Metals | Equity | 0.34% |
| Avenue Supermarts Ltd. | Services | Equity | 0.33% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.24% |
| PB Fintech Ltd. | Services | Equity | 0.20% |
| Reserve Bank of India | Financial | T-Bills | 0.02% |
| Britannia Industries Ltd. | FMCG | NCD | 0.02% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.5% | +11.7% | +28.3% | +49.5% |
| Category average (Equity Large Cap) | -- | -- | +7.1% | -- |
| Rank (Equity Large Cap) | 14 | 18 | 29 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | +10.30% | +19.89% | 50,875.69 | |
WhiteOak Capital Large Cap Fund Direct Growth | +13.02% | +19.65% | 1,143.11 | |
DSP Large Cap Fund Direct Growth | +9.98% | +18.78% | 7,284.55 | |
ICICI Prudential Large Cap Fund Direct Growth | +12.04% | +18.53% | 78,501.91 | |
HDFC Large Cap Fund Direct Growth | +9.96% | +16.73% | 40,604.33 | |
| Compare | ||||
About Principal Large Cap Fund Direct Growth
Principal Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 31 Dec 2021 is ₹14.95.
The Principal Large Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.
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Investment Objective
The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.
Fund benchmarkNIFTY 100 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,