Sundaram Large Cap Fund
100
Min SIP
100
Min Lumpsum
0.59 %
Expense Ratio
Rating
2,915
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.3% | - | - | 20.4% | ||||
| Category Average | 11.1% | 23.5% | 12.4% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
H D F C
Infosys
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil. |
|---|
Fund Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund Managers
Sudhir Kedia
Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.
He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.
Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 13,432
-
22.4%Fund Size - 13,432
-
31%Fund Size - 13,432
-
14.2%Fund Size - 13,432
-
- Equity .
- Large Cap .
-
- 35,770
-
17%Fund Size - 35,770
-
26.1%Fund Size - 35,770
-
12.8%Fund Size - 35,770
-
- Equity .
- Large Cap .
-
- 1,443
-
14.7%Fund Size - 1,443
-
25.7%Fund Size - 1,443
-
12.6%Fund Size - 1,443
-
- Equity .
- Large Cap .
-
- 35,876
-
14.3%Fund Size - 35,876
-
25.3%Fund Size - 35,876
-
13.1%Fund Size - 35,876
-
- Equity .
- Large Cap .
-
- 5,633
-
13.9%Fund Size - 5,633
-
25.2%Fund Size - 5,633
-
13.6%Fund Size - 5,633
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Large Cap Fund ?
You can invest in Sundaram Large Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Large Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Large Cap Fund ?
The NAV of Sundaram Large Cap Fund is ₹16.3 as of 02 June 2023.
How to redeem Sundaram Large Cap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Large Cap Fund?
The minimum SIP amount of Sundaram Large Cap Fund is ₹100
What are the top sectors Sundaram Large Cap Fund has invested in??
The top sectors Sundaram Large Cap Fund has invested in are
- ICICI Bank - 8.92%
- Reliance Industr - 8.66%
- HDFC Bank - 7.76%
- H D F C - 6.88%
- Infosys - 5.66%
How much returns have Sundaram Large Cap Fund generated ?
The Sundaram Large Cap Fund has delivered 20.4% since inception
What is the expense ratio of Sundaram Large Cap Fund ?
The expense ratio of Sundaram Large Cap Fund is 0.59 % as of 02 June 2023.
What is the AUM of Sundaram Large Cap Fund?
The AUM of Sundaram Large Cap Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Large Cap Fund?
The top stock holdings of Sundaram Large Cap Fund are
- ICICI Bank - 8.92%
- Reliance Industr - 8.66%
- HDFC Bank - 7.76%
- H D F C - 6.88%
- Infosys - 5.66%