Mutual Fund Details

Sundaram Large Cap Fund Direct-IDCW Reinvestment

Name: Sundaram Large Cap Fund Direct-IDCW Reinvestment
Brand: Sundaram Mutual Fund

Equity Large Cap

NAV

₹18.4140

as on 20 Dec 2024, 10:51 PM

₹-0.2442(1.31%)

Last Change

Scheme Ratings

rated by Value Research

Large Cap

Rankings based on | as on Invalid date

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,45,599

₹1,51,547

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹51,547

Profit (absolute return)

51.55%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

7.36%

In the last 6 months

2.14%

In the last 1 year

15.01%

In the last 3 years

51.55%

In the last 5 years

107.51%

In the last 10 years

240.73%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Large Cap Fund Direct-IDCW Reinvestment

as of 30 Nov 2024, 05:30 AM

₹3,452.33 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

0.63%

Expense Ratio

Plan

Dividend

6.25%

Cash Holding

Benchmark

NIFTY 100 Total Return Index

Scheme Document

View

Benchmark

NIFTY 100 Total Return Index

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

30.28%

₹1,045.39 Cr

Technology

10.23%

₹353.25 Cr

Healthcare

8.41%

₹290.49 Cr

Energy

7.70%

₹265.88 Cr

Automobile

6.86%

₹236.74 Cr

Others

36.51%

₹1,260.44 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Financial

30.28%

₹1,045.39 Cr

Technology

10.23%

₹353.25 Cr

Healthcare

8.41%

₹290.49 Cr

Energy

7.70%

₹265.88 Cr

Automobile

6.86%

₹236.74 Cr

Others

36.51%

₹1,260.44 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

HDFC Bank Ltd.

8.78%

₹303.11 Cr

Reliance Industries Ltd.

8.72%

₹301.04 Cr

ICICI Bank Ltd.

8.04%

₹277.57 Cr

Larsen & Toubro Ltd.

5.58%

₹192.64 Cr

Infosys Ltd.

5.35%

₹184.70 Cr

Others

63.53%

₹2,193.26 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

HDFC Bank Ltd.

8.78%

₹303.11 Cr

Reliance Industries Ltd.

8.72%

₹301.04 Cr

ICICI Bank Ltd.

8.04%

₹277.57 Cr

Larsen & Toubro Ltd.

5.58%

₹192.64 Cr

Infosys Ltd.

5.35%

₹184.70 Cr

Others

63.53%

₹2,193.26 Cr

View All

Funds in this Category

This fund's returns:

14.85%

Return Duration

3 Years

ICICI Prudential BHARAT 22 FOF Direct - Growth

Nippon India Large Cap Fund Direct-Growth

Kotak Nifty Next 50 Index Fund Direct - Growth

About Sundaram Large Cap Fund Direct-IDCW Reinvestment

Sundaram Large Cap Fund Direct-IDCW Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹3,452.33 Crores and the latest NAV decalared is ₹18.414 as on 23 Dec 2024 at 4:22 pm.

Sundaram Large Cap Fund Direct-IDCW Reinvestment scheme return performance in last 1 year is 15.01%, in last 3 years is 51.55% and 119.84% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.