• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

Formerly Sundaram Bluechip Reg DS

Sundaram Mutual Fund

Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

EquityLarge Cap

Top Ranked

14.4028

NAV (Jan 21)

36.3%
Till Date CAGR
Scripbox Opinion

Top Ranked

Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

3,166 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

14.4028

NAV (Jan 21)

Fund Returns

Last 1Y

23.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

36.3%

6 Month CAGR

11.1%

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Scheme Information

Investment Objective

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

Expense Ratio

2.37

Launched (2y ago)

Oct 08, 2020

AUM in Crores

3165.752

ISIN

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Rahul Baijal

Fund Manager

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S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    21.6%

    16%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Review

    Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 36.3% over a period of 1 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 Rahul Baijal, S. Bharath.

    Nav of Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) as of 21/01/2022 is ₹14.40 with the total AUM as of 22/01/2022 is ₹3165.752. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal 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 of Income Distribution cum capital withdrawal 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 of Income Distribution cum capital withdrawal 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 IISL Nifty 100 TR INR.

    Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is rated as a 4 fund in Equity and delivered 23.5% 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 of Income Distribution cum capital withdrawal plan (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?

    How to invest in Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?

    What is the minimum sip amount of Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?

    Is Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) good to invest in?

    What is the expense ratio of the Sundaram Large Cap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?