Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan
Equity
Direct
Large-Cap
NAV: ₹ 14.3 as on 01-06-2023
Fund Performance
About the Fund
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 Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key parameters
1) Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan has a NAV of ₹14.3301 as on 01-06-2023.
2) Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan has ₹2915 Cr worth of assets under management (AUM) as on 30-04-2023 and is less than category average.
3) The fund has an expense ratio 0.59 %.
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Overview
 | 0.59% |
 Benchmark | S&P BSE 100 India TR INR |
 | ₹2915 Cr |
 | 8 October, 2020 |
 | ₹0/₹0 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 89.68% |
Fund Distribution as on (30-Apr-23)
Size breakup
Large cap
93%
Mid cap
5.9%
Small cap
0.1%
Sector Allocation
Financial Services
40.5%
Tech
11.2%
Industrial
10.9%
Consumer Defensive
8.8%
Energy
8.7%
Consumer Cyclical
7.4%
Health
5.8%
Basic Materials
3.2%
Communication
2.3%
Utilities
1.2%
Top Holdings of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan as on (31-May-23)
Equity Holdings52
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan: Monthly Changes Updates
All changes are between Feb'23 and Apr'23
Fund Performance
- This fund’s returns stands at 0.03% whereas the fund’s underlying benchmark Nifty 100 returns stands at -0.30% as on Apr'23
- This fund outperformed Nifty 100 by 0.34% in Apr'23
AUM Change
- AUM of the fund stands at 2.9K Cr as of Apr'23
- AUM increased by 75.5 Cr between Apr'23 and Mar'23
Fund Portfolio Changes
Gainers & Losers in Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan portfolio as on (30-Apr-23)
Top Growth Drivers | 1M Return |
|---|---|
 State Bank of India | 9.8% |
 Larsen & Toubro Ltd | 9% |
 Housing Development Finance Corporation Ltd | 5.6% |
Peer Analysis
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan, since 16 May 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan, since 16 May 2022
Top funds managed
Fund 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 20.06% since inception which is more than its category average return of 11.66%
Fund Allocations
This fund has an allocation of 98.99% in Equity, 0% in Debt and 1.01% in Cash related instruments
AUM size ₹2915 Cr
This fund has AUM of ₹2915 Cr which is less than its category average of ₹ 4841 Cr
Expense Ratio 0.59%
This fund has an expense ratio of 0.59% which is less than its category average expense ratio of 1.39%
Frequently Asked Questions
The current NAV of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan is ₹14.33 as on 01-Jun-2023.
Existing (Absolute + CAGR) as on 01-Jun-2023.
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | Absolute Returns | CAGR Returns |
1 Month Returns | 3.12% | 3.12% |
6 Month Returns | -1.79% | -1.79% |
1 Year Returns | 13.45% | 13.45% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
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0.59% as on May 2023
₹2915 Cr as on May 2023
ICICI Bank Ltd(8.92%), Reliance Industries Ltd(8.66%), HDFC Bank Ltd(7.76%), Housing Development Finance Corp Ltd(6.88%), Infosys Ltd(5.66%) as on May 2023
Financial Services(40.1%), Tech(11.08%), Industrial(10.76%) as on January 1
The alpha ratio for the Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 2.28 | - | - |
As on May 2023
The alpha for Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan | 0.88 | - | - |
As on May 2023
The Beta for Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan | - | - | - |
As on May 2023
The sharpe ratio for Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan | 14.13 | - | - |
As on May 2023
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.
Sudhir Kedia, Ravi Gopalakrishnan are the fund managers of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan
The Exit load of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan is 1%