Equity
Direct
Large-Cap
NAV as on 06-09-2024
₹ 22.88
1D
Inception Returns
23.6%
/yr
Sundaram Large Cap Fund Dir Gr Direct Growth is an equity fund. This fund was started on 8 October, 2020. The fund is managed by Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Sundaram Large Cap Fund Dir Gr Direct Growth has given a CAGR return of 23.56% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 29.20% and 14.56% respectively.
Sundaram Large Cap Fund Dir Gr Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Industrial, Consumer Defensive, Energy, Consumer Cyclical, Health, Communication, Basic Materials, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Larsen & Toubro Ltd
As it is a large-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Large Cap Fund Dir Gr Direct Growth has no lock in period.
Expense ratio | 0.6% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹3634 Cr |
Inception Date | 8 October, 2020 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 15.67% |
STCG | Redeeming before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (06-Sep-24)
as on (31-Jul-24)
Top 3 Sectors in July were Financial Services, Tech & Industrial
Sundaram Large Cap Fund Dir Gr Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.32% | 4.32% |
6 Month Returns | 11.5% | 11.5% |
1 Year Returns | 29.2% | 29.2% |
3 Years Returns | 50.34% | 14.56% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | -2.63 | 0.44 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 0.96 | 0.91 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 2.19 | 0.82 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Large Cap Fund Dir Gr Direct Growth | 10.37 | 11.75 | - |