- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Large Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.0026
NAV (Sep 13)
Fund Returns
Last 1Y | 27.5% |
Last 3Y | 13.9% |
Last 5Y | 18% |
Last 10Y | 12.6% |
Since Inception | 18.2% |
6 Month CAGR | 15.5% |
Scheme Information
The scheme seek to generate capital appreciation by investing in large cap stocks.
Expense Ratio | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 3665.5 |
ISIN | INF903JA1IZ3 |
Lock-in | |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.4 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Large Cap Fund (G) | 11,52,725 | 4,20,113 | 18% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
8.2%ICICI Bank Ltd.
7.9%Reliance Industries Ltd.
7.2%Infosys Ltd.
6%Larsen & Toubro Ltd.
5.8%Allocation by Sector
Financial
32.241339%Energy
11.821161%Technology
11.192074%Consumer Staples
8.019248%Healthcare
6.506941%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.508% | 22.679% | ||
19.169% | 15.279% | ||
11.174% | 8.552% | ||
5.58% | 4.938% | ||
18.802% | 12.17% |
Sundaram Large Cap Fund (G) Review
Sundaram Large Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.168% over a period of 3 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Sundaram Large Cap Fund (G) as of 9/13/2024 is ₹22.00 with the total AUM as of 9/15/2024 is ₹3665.531996. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Large Cap Fund (G) was launched on 2020-10-08. The category risk of the fund is Below Average.
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 NIFTY 100 Total Return Index.
Sundaram Large Cap Fund (G) is rated as a null fund in Equity and delivered 27.453% 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)?
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 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 1.88% for regular plan.