Sundaram Large Cap Fund Dir Gr Direct Growth
About the Fund
Sundaram Large Cap Fund Dir Gr Direct Growth is an equity fund. This fund was started on 8 October, 2020. The fund is managed by Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Large Cap Fund Dir Gr Direct Growth has ₹3529 Cr worth of assets under management (AUM) as on Jun 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Returns
Sundaram Large Cap Fund Dir Gr Direct Growth has given a CAGR return of 23.64% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 27.38% and 17.35% respectively.
Holdings
Sundaram Large Cap Fund Dir Gr Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Industrial, Energy, Consumer Defensive, Consumer Cyclical, Health, Communication, Basic Materials, Utilities. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, ICICI Bank Ltd, Larsen & Toubro Ltd, Infosys Ltd
Taxation
As it is a large-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Sundaram Large Cap Fund Dir Gr Direct Growth
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Large Cap Fund Dir Gr Direct Growth has no lock in period.
Fund Overview
| Expense ratio | 0.6% |
Benchmark | S&P BSE 100 India TR INR |
| AUM | ₹3529 Cr |
| Inception Date | 8 October, 2020 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
| Lock In | No Lock-in |
TurnOver | 22.97% |
| Risk |   Very High Risk |
Fund Distributionas on (30-Jun-24)
as on (30-Jun-24)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 8.78% | 0% | |
 Reliance Industries Ltd | 8.72% | 0% | |
 ICICI Bank Ltd | 8.04% | -4.8% | |
 Larsen & Toubro Ltd | 5.58% | 0% | |
 Infosys Ltd | 5.35% | 0% |
Returns for the month of Jun
Top Growth Drivers | 1M Return |
|---|---|
 Infosys Ltd | 20.3% |
 Reliance Industries Ltd | 3.2% |
Sundaram Large Cap Fund Dir Gr Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹3529 Cr
Expense Ratio 0.6%
Frequently Asked Questions
Sundaram Large Cap Fund Dir Gr Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.99% | 3.99% |
6 Month Returns | 14.83% | 14.83% |
1 Year Returns | 27.38% | 27.38% |
3 Years Returns | 61.59% | 17.35% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | -1.61 | 0.91 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 0.94 | 0.91 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 1.72 | 0.93 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 11.14 | 12.28 | - |