Sundaram Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
15.50%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Dec 2024₹22.81
Min. SIP amount₹100
Rating3
Fund size₹3,703.07Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.8%15.5%17.0%14.2%
Category average26.0%16.6%17.9%NA
Rank with in category604130NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
29.8%23.7%34,432.09
5
26.9%20.2%66,206.57
5
29.6%20.0%429.06
4
30.6%17.5%1,744.59
4
28.2%17.3%15,311.79

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity9.24%
FinancialEquity8.85%
ConstructionEquity5.82%
EnergyEquity5.80%
TechnologyEquity5.43%
CommunicationEquity4.56%
FinancialEquity4.08%
FinancialEquity3.72%
HealthcareEquity3.54%
TechnologyEquity2.34%
EnergyEquity2.33%
AutomobileEquity2.12%
Consumer StaplesEquity2.06%
ConstructionEquity1.99%
Consumer StaplesEquity1.90%
AutomobileEquity1.76%
Consumer StaplesEquity1.75%
ServicesEquity1.70%
HealthcareEquity1.51%
TechnologyEquity1.46%
TechnologyEquity1.36%
FinancialEquity1.25%
FinancialEquity1.22%
FinancialEquity1.22%
FinancialEquity1.19%
HealthcareEquity1.17%
ServicesEquity1.08%
ServicesEquity1.06%
ConstructionEquity1.05%
CommunicationEquity1.05%
ServicesEquity1.01%
Metals & MiningEquity1.01%
Consumer StaplesEquity0.99%
ConstructionEquity0.98%
Consumer StaplesEquity0.93%
Consumer DiscretionaryEquity0.90%
InsuranceEquity0.67%
Capital GoodsEquity0.65%
HealthcareEquity0.64%
FinancialEquity0.54%
EnergyEquity0.54%
FinancialEquity0.49%
HealthcareEquity0.46%
AutomobileEquity0.46%
HealthcareEquity0.39%
Capital GoodsEquity0.28%
InsuranceEquity0.23%
Capital GoodsEquity0.08%
See All

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.63%
10Y annualised returns higher than category average by 0.79%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lower alpha: -0.31 The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.63%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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