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

Sundaram Large Cap Fund (Growth)

EquityLarge Cap

19.515

NAV (May 17)

20.4%
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

19.515

NAV (May 17)

Fund Returns

Last 1Y
27%
Last 3Y
16.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
20.4%
6 Month CAGR
14.1%

Scheme Information

Investment Objective

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

Expense Ratio
1.92
Launched (4y ago)
Oct 08, 2020
AUM in Crores
3430.755
ISIN
INF903JA1IZ3
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
0
Beta (3yr)
0.91
Beta (5yr)
0
Sharpe Ratio (3yr)
0.911
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Large Cap Fund (Growth)70%10,95,831 3,63,21916.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-17

Top Stock Holdings

reliance industries ltd

8.9%
8.9%

icici bank ltd

8.3%
8.3%

hdfc bank ltd

8.1%
8.1%

larsen & toubro ltd

6.3%
6.3%

infosys ltd

5%
5%
See all holdings

Allocation by Sector

financial services

33.6%
33.6%

consumer defensive

10.9%
10.9%

industrials

10.2%
10.2%

technology

9.8%
9.8%

energy

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 74,974 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.8%

21.4%

20.5%

5.2%

4.8%

21.4%

13.1%

19.9%

%

Sundaram Large Cap Fund (G) Review

Sundaram Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 20.4% over a period of 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria, Sudhir Kedia.

Nav of Sundaram Large Cap Fund (G) as of 5/17/2024 is ₹19.52 with the total AUM as of 5/20/2024 is ₹3430.755. 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 Nifty 100 TR INR.

Sundaram Large Cap Fund (G) is rated as a 0 fund in Equity and delivered 27% 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 1.92% for regular plan.