- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Large Cap Fund Transfer plan (PIDCW-A)
Formerly Sundaram Bluechip Reg DS
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.4219
NAV (Apr 22)
Fund Returns
Last 1Y | 31% |
Last 3Y | 16.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.4% |
6 Month CAGR | 15.2% |
Scheme Information
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 | 3369.650 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.87 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Large Cap Fund Transfer plan (PIDCW-A) | 11,19,360 | 3,86,748 | 16.9% | |
| 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
reliance industries ltd
9.1%icici bank ltd
7.9%hdfc bank ltd
7.8%larsen & toubro ltd
6.6%infosys ltd
5.3%Allocation by Sector
financial services
33%consumer defensive
10.9%technology
10.6%industrials
10.3%energy
9.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Large Cap Fund Transfer plan (PIDCW-A) Review
Sundaram Large Cap Fund Transfer plan (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 20.4% over a period of 3 years. The fund was previously known as Sundaram Bluechip Reg DS. 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 Transfer plan (PIDCW-A) as of 4/22/2024 is ₹16.42 with the total AUM as of 4/23/2024 is ₹3369.65. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Large Cap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) is ₹0 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 Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) is rated as a 0 fund in Equity and delivered 31% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Large Cap Fund Transfer plan (PIDCW-A).
Frequently Asked Questions
What is Sundaram Large Cap Fund Transfer plan (PIDCW-A)?
How to invest in Sundaram Large Cap Fund Transfer plan (PIDCW-A)?
You can invest in Sundaram Large Cap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The minimum sip amount for Sundaram Large Cap Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Large Cap Fund Transfer plan (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Large Cap Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Large Cap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The expense ratio of the Sundaram Large Cap Fund Transfer plan (PIDCW-A) is 1.92% for regular plan.