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3 Year return
16.9%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3430.76 Cr.
Expense Ratio
0.6% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| St Bk of India | 4.33 % |
| Axis Bank | 3.96 % |
| Bharti Airtel | 3.77 % |
| Sun Pharma.Inds. | 3.72 % |
| Tata Motors-DVR | 2.61 % |
| Maruti Suzuki | 2.47 % |
| TCS | 2.27 % |
| NTPC | 2.08 % |
| Varun Beverages | 2.05 % |
| Interglobe Aviat | 1.95 % |
| Bajaj Finserv | 1.79 % |
| IndusInd Bank | 1.76 % |
| Cipla | 1.73 % |
| Hind. Unilever | 1.69 % |
| UltraTech Cem. | 1.45 % |
| Bajaj Finance | 1.27 % |
| Tech Mahindra | 1.24 % |
| Cholaman.Inv.&Fn | 1.21 % |
| HCL Technologies | 1.14 % |
| United Spirits | 1.12 % |
| ITC | 1.12 % |
| Kotak Mah. Bank | 1.04 % |
| Adani Ports | 1.03 % |
| Nestle India | 1.02 % |
| Titan Company | 0.99 % |
| Tata Consumer | 0.99 % |
| Dr Reddy's Labs | 0.94 % |
| Sona BLW Precis. | 0.9 % |
| Asian Paints | 0.89 % |
| Avenue Super. | 0.85 % |
| Info Edg.(India) | 0.83 % |
| Bharti Hexacom | 0.81 % |
| P & G Hygiene | 0.79 % |
| Zomato Ltd | 0.69 % |
| Hindalco Inds. | 0.66 % |
| Havells India | 0.62 % |
| SBI Life Insuran | 0.6 % |
| Union Bank (I) | 0.59 % |
| TREPS | 0.55 % |
| NIIT Learning | 0.54 % |
| Britannia Inds. | 0.53 % |
| Canara Bank | 0.41 % |
| Tata Steel | 0.38 % |
| A B B | 0.34 % |
| Apollo Hospitals | 0.33 % |
| Aurobindo Pharma | 0.31 % |
| Marico | 0.25 % |
| Alkem Lab | 0.25 % |
| LTIMindtree | 0.21 % |
| Dalmia BharatLtd | 0.17 % |
| Tata Motors | 0.17 % |
| Jio Financial | 0.15 % |
| Britannia Inds. | 0 % |
| Net CA & Others | -0.25 % |
Sundaram Mutual Fund Managers
RB
Rahul Baijal
Fund Manager since Apr 2022
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Large Cap Fund Direct Annual IDCW Payout |
22.15% |
1.5 |
|
JM Large Cap Fund Direct Quarterly IDCW Payout |
22.15% |
1.5 |
|
JM Large Cap Fund Direct Half Yearly IDCW Payout |
22.15% |
1.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Growth
Formerly known as Sundaram Blue Chip Fund, the Sundaram Large Cap Fund Direct Plan Growth is an equity scheme that is open ended in nature, and invests predominantly in large cap stocks. The benchmark for this scheme, which is under the Sundaram Mutual Fund House, is the NIFTY 100 Total Return Index.
Investment Objective of the Scheme
The investment goal of the Sundaram Large Cap Fund Direct Plan Growth is the generation of capital growth by making investments in large cap stocks. This large cap fund focuses on the quality of business model, management, and financials. Growth and value-oriented stocks are combined in the portfolio creation process. The portfolio companies have robust systems and processes that are associated with scale and growth.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.6% |
| Fund Manager | Rahul Baijal |
| Fund Size | ₹3430.76 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an individual looking for capital growth in the medium or long term, and are willing to make investments in equities and equity related securities that come under large cap businesses, the Sundaram Large Cap Fund Direct Plan Growth could be an option to consider for you. Make your decision keeping in mind your financial plans and risk tolerance.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
