Sundaram Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
10.36%
3Y annualised
+0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹21.37
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 returns7.7%10.4%14.8%13.4%
Category average9.1%10.8%15.2%NA
Rank with in category453927NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.1%17.8%34,432.09
5
12.7%14.5%66,206.57
5
9.5%13.2%429.06
4
12.3%11.8%1,744.59
4
14.0%11.8%15,311.79

Holdings (36)

NameSectorInstrumentAssets
FinancialEquity9.57%
FinancialEquity8.90%
TechnologyEquity5.89%
ConstructionEquity5.88%
EnergyEquity5.37%
HealthcareEquity4.64%
CommunicationEquity4.55%
Sundaram Liquid Direct-Growth
NAMutual Fund4.11%
FinancialEquity4.01%
HealthcareEquity3.67%
FinancialEquity3.47%
TechnologyEquity2.99%
FinancialEquity2.60%
Consumer StaplesEquity2.23%
AutomobileEquity2.10%
ConstructionEquity2.08%
InsuranceEquity1.95%
ServicesEquity1.94%
AutomobileEquity1.94%
EnergyEquity1.92%
Metals & MiningEquity1.83%
AutomobileEquity1.82%
TechnologyEquity1.61%
FinancialEquity1.41%
ServicesEquity1.26%
ServicesEquity1.24%
ServicesEquity1.20%
Consumer StaplesEquity1.13%
ServicesEquity0.96%
ConstructionEquity0.96%
InsuranceEquity0.94%
Consumer DiscretionaryEquity0.91%
Consumer StaplesEquity0.86%
Capital GoodsEquity0.67%
AutomobileEquity0.26%
AutomobileEquity0.23%
See All

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.64%
10Y annualised returns higher than category average by 0.81%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.64%

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

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.

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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