• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Large Cap Fund (Growth)
Sundaram Mutual Fund

Sundaram Large Cap Fund (Growth)

EquityLarge Cap

14.4347

NAV (Mar 21)

15.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.4347

NAV (Mar 21)

Fund Returns

Last 1Y

-1.8%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

15.8%

6 Month CAGR

-6.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Expense Ratio

1.95

Launched (3y ago)

Oct 08, 2020

AUM in Crores

2855.054

ISIN

INF903JA1IZ3

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Large Cap Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-21

Top Stock Holdings

icici bank ltd

8.8%
8.8%

reliance industries ltd

8.5%
8.5%

hdfc bank ltd

7.5%
7.5%

housing development finance corp ltd

6.6%
6.6%

infosys ltd

6.6%
6.6%
See all holdings

Allocation by Sector

financial services

38.6%
38.6%

technology

12.4%
12.4%

industrials

11.2%
11.2%

energy

8.5%
8.5%

consumer defensive

8.2%
8.2%
See all sectors

Compare Sundaram Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,084 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.8%

    8.1%

    29.1%

    17.1%

    25.1%

    10.7%

    23.4%

    13.1%

    14.8%

    7%

    Sundaram Large Cap Fund (G) Review

    Sundaram Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 15.8% over a period of 2 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria, S. Bharath, Sudhir Kedia.

    Nav of Sundaram Large Cap Fund (G) as of 3/21/2023 is ₹14.43 with the total AUM as of 3/22/2023 is ₹2855.054. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Large Cap Fund (G) was launched on Oct 08, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Large Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Large Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR.

    Sundaram Large Cap Fund (G) is rated as a 0 fund in Equity and delivered -1.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Large Cap Fund (G).

    Frequently Asked Questions

    What is Sundaram Large Cap Fund (G)?

    Sundaram Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Large Cap Fund (G)?

    You can invest in Sundaram Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Large Cap Fund (G)?

    The minimum sip amount for Sundaram Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Large Cap Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Large Cap Fund (G) is a Not Reviewed Yet fund. You can investSundaram Large Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Large Cap Fund (G)?

    The expense ratio of the Sundaram Large Cap Fund (G) is 1.95% for regular plan.