Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan 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 | --/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 22.97% |
Size breakup
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | Absolute Returns | CAGR Returns |
1 Month Returns | -0.38% | -0.38% |
6 Month Returns | 17.83% | 17.83% |
1 Year Returns | 32.8% | 32.8% |
3 Years Returns | 67.78% | 18.83% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 1.6 | 1.88 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 0.92 | 0.91 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 2.32 | 0.99 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 10.21 | 12.34 | - |