1M
6M
1Y
3Y
5Y
All
| NAV: 14 Oct 2024 | ₹21.69 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| 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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 27.3% | 12.0% | 17.0% | 18.0% |
| Category average | 39.1% | 14.4% | 19.4% | NA |
| Rank with in category | 129 | 73 | 86 | NA |
Understand terms
Holdings (56)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 8.21% |
ICICI Bank Ltd. | Financial | Equity | 7.93% |
Reliance Industries Ltd. | Energy | Equity | 6.70% |
Infosys Ltd. | Technology | Equity | 5.98% |
Larsen & Toubro Ltd. | Construction | Equity | 5.61% |
Bharti Airtel Ltd. | Communication | Equity | 4.24% |
State Bank of India | Financial | Equity | 3.82% |
Axis Bank Ltd. | Financial | Equity | 3.56% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.29% |
Tata Motors Ltd. | Automobile | Equity | 2.96% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.88%
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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Large Cap Fund Regular Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWWVERSION - 5.4.4
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ