Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
Equity
Direct
Large-Cap
NAV: ₹ 17.37 as on 22-04-2024
Fund Performance
9 people have invested ₹ 7.4K in Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option in the last three months
About the Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option 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 Payout of Income Distribution cum capital withdrawal option has ₹3421 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Overview
 | 0.62% |
 Benchmark | S&P BSE 100 India TR INR |
 | ₹3421 Cr |
 | 8 October, 2020 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 22.97% |
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Distribution as on (31-Mar-24)
Size breakup
Large cap
93.7%
Mid cap
4.1%
Sector Allocation
Financial Services
33.3%
Tech
12.2%
Consumer Defensive
11.2%
Industrial
9.8%
Energy
9.1%
Health
8.1%
Consumer Cyclical
7.2%
Basic Materials
3.9%
Communication
3.3%
Utilities
2%
Top Holdings of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option as on (31-Mar-24)
Equity Holdings54
Debt Holdings1
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Reliance Industries Ltd | 9.04% | 0% | |
 ICICI Bank Ltd | 7.76% | 0% | |
 HDFC Bank Ltd | 7.66% | 0% | |
 Larsen & Toubro Ltd | 6.21% | 0% | |
 Infosys Ltd | 5.99% | 0% |
See all
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.86% whereas the fund’s underlying benchmark Nifty 100 returns stands at 0.26% as on Mar'24
- This fund outperformed Nifty 100 by 1.60% in Mar'24
AUM Change
- AUM of the fund stands at 3.4K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Interglobe Aviation Ltd | 18.7% |
 Bharti Airtel Ltd | 4.9% |
 Larsen & Toubro Ltd | 4% |
Top Losers | 1M Return |
|---|---|
 Infosys Ltd | -7.9% |
 Tata Consultancy Services Ltd | -3.6% |
 Axis Bank Ltd | -0.6% |
Peer Analysis
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option, since 16 May 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option, since 16 May 2022
Top funds managed
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 21.93% since inception which is more than its category average return of 13.34%
Fund Allocations
This fund has an allocation of 99.28% in Equity, 0% in Debt and 0.72% in Cash related instruments
AUM size ₹3421 Cr
This fund has AUM of ₹3421 Cr which is less than its category average of ₹ 6123 Cr
Expense Ratio 0.62%
This fund has an expense ratio of 0.62% which is less than its category average expense ratio of 1.31%
Frequently Asked Questions
The current NAV of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is ₹17.37 as on 22-Apr-2024.
Existing (Absolute + CAGR) as on 22-Apr-2024.
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option | Absolute Returns | CAGR Returns |
1 Month Returns | 1.37% | 1.37% |
6 Month Returns | 14.07% | 14.07% |
1 Year Returns | 31.09% | 31.09% |
3 Years Returns | 65.54% | 18.29% |
5 Years Returns | 0% | 0% |
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0.62% as on March 2024
₹3421 Cr as on March 2024
Reliance Industries Ltd(9.04%), ICICI Bank Ltd(7.76%), HDFC Bank Ltd(7.66%), Larsen & Toubro Ltd(6.21%), Infosys Ltd(5.99%) as on March 2024
Financial Services(33.02%), Tech(12.09%), Consumer Defensive(11.1%) as on March 2024
The alpha ratio for the Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option | 1.6 | 1.88 | - |
As on March 2024
The alpha for Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is calculated against S&P BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option | 0.92 | 0.91 | - |
As on March 2024
The Beta for Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is calculated with S&P BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option | 2.32 | 0.99 | - |
As on March 2024
The sharpe ratio for Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is calculated with S&P BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option | 10.21 | 12.34 | - |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.94 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.46 as on March 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Sudhir Kedia, Ravi Gopalakrishnan are the fund managers of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
The Exit load of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is 1%