Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option is an equity fund. This fund was started on 8 October, 2020. The fund is managed by Ravi Gopalakrishnan, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.62% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹3421 Cr |
Inception Date | 8 October, 2020 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 22.97% |
Size breakup
Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option | Absolute Returns | CAGR Returns |
1 Month Returns | -0.38% | -0.38% |
6 Month Returns | 16.09% | 16.09% |
1 Year Returns | 28.26% | 28.26% |
3 Years Returns | 53.29% | 15.3% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option | -2.44 | -1 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option | 0.95 | 0.9 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option | 1.89 | 0.74 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Large Cap Fund Dir Reinvestment of Income Distribution cum capital withdrawal option | 10.71 | 12.46 | - |