Good afternoon :)
Add to Watchlist
Share

Sundaram Large Cap Fund(IDCW)

IDCW
17.880.34% (+0.06)

How to use scorecard? Learn more

Sundaram Large Cap Fund(IDCW)

IDCW
EquityLarge Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,407 Cr
Very High RiskPrinciple investment will be at very high risk
17.880.34% (+0.06)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityLarge Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,407 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6137.080.24
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4638.570.35

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
—

About Large Cap Fund

Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge Cap Fund

Returns

Scheme

Ratios

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Large Cap Fund(IDCW)4.62%5.24%14.58%
ICICI Pru Bluechip Fund(IDCW-Payout)7.83%9.16%10.40%
SBI BlueChip Fund(IDCW-Payout)10.27%11.21%13.71%
Mirae Asset Large Cap Fund(IDCW)0.55%5.98%13.71%

Price Comparison

Compare Sundaram Large Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Large Cap Fund(IDCW) with any MF, ETF, stock or index
Sundaram Large Cap Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Dec 2024

ACTUAL
Cash & EquivalentsMutual FundsEquity2.93%4.11%92.95%

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Distribution

+19 moreOil & Gas - Refining & MarketingConstruction & EngineeringPharmaceuticalsIT Services & ConsultingPrivate Banks40.75 %5.37 %7.96 %8.30 %11.68 %25.95 %

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 2423.12%23.33%22.25%23.57%23.08%25.95%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.97 %

    Holdings

    9.57 %

    0.97 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.77 %

    Holdings

    8.90 %

    0.77 %
  • Infosys Ltd
    INFY
    3M change : 0.48 %

    Holdings

    5.89 %

    0.48 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,046.01 Cr.

Fund Manager Profile

Ashwin Jain

AUM:  ₹4,510.76 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

S. Bharath

AUM:  ₹38,671.29 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

NFO: Sundaram Bluechip Fund - Rahul Baijal | Sundaram Mutual Fund

4 years ago•Groww Mutual fund

News Thumbnail

NFO Sundaram BlueChip Fund|Sundaram Bluechip Fund Review|Best Bluechip Funds|Sundaram Mutual Funds|

4 years ago•Invest Empires