Sundaram Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
14.57%
3Y annualised
+0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹22.86
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 returns21.0%14.6%16.8%14.2%
Category average25.4%15.6%17.6%NA
Rank with in category584130NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.3%22.5%34,432.09
5
26.9%19.1%66,206.57
5
28.3%18.9%429.06
4
29.4%16.4%1,744.59
4
28.1%16.3%15,311.79

Holdings (40)

NameSectorInstrumentAssets
FinancialEquity9.57%
FinancialEquity8.91%
ConstructionEquity5.99%
TechnologyEquity5.74%
EnergyEquity5.63%
CommunicationEquity4.60%
FinancialEquity4.17%
FinancialEquity3.65%
HealthcareEquity3.41%
TechnologyEquity2.96%
HealthcareEquity2.95%
FinancialEquity2.54%
Consumer StaplesEquity2.14%
AutomobileEquity2.12%
EnergyEquity2.07%
ConstructionEquity2.01%
Metals & MiningEquity1.97%
AutomobileEquity1.84%
ServicesEquity1.84%
AutomobileEquity1.66%
TechnologyEquity1.53%
FinancialEquity1.45%
ServicesEquity1.25%
ServicesEquity1.12%
ServicesEquity1.10%
HealthcareEquity1.06%
Consumer StaplesEquity1.05%
InsuranceEquity1.00%
AutomobileEquity0.99%
ConstructionEquity0.98%
InsuranceEquity0.96%
ServicesEquity0.92%
Consumer DiscretionaryEquity0.89%
Consumer StaplesEquity0.89%
Capital GoodsEquity0.65%
Capital GoodsEquity0.64%
HealthcareEquity0.62%
HealthcareEquity0.38%
Capital GoodsEquity0.28%
AutomobileEquity0.24%
See All

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.63%
10Y annualised returns higher than category average by 0.85%

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,

Compare funds

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