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3 Year return
10.71%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 Payout of IDCW Payout
Sundaram Large Cap Fund Direct Plan Payout of IDCW Payout is a mutual fund investment scheme is offered by Sundaram Mutual Fund. The Sundaram Large Cap Fund falls under the "Equity - Large Cap" category. This category signifies that the fund primarily focuses on investments in large-cap companies, which are typically well-established and have a strong market presence. The Sundaram Large Cap Fund is an open-ended fund, allowing you to buy and sell units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns over the long term.
Investment Objectives of the Scheme
The fund's main objective is to provide long-term capital appreciation by investing primarily in a portfolio of large-cap stocks. The fund aims to benefit from the potential growth opportunities offered by established companies with a significant market capitalisation.
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?
This fund could be suitable for investors seeking exposure to stable and well-established companies within their investment portfolio. If you're interested in capturing growth potential while aiming for relative stability, the Sundaram Large Cap Fund might align with your investment preferences. It's particularly relevant for those who have a moderate risk tolerance and a longer investment horizon.
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.
