Sundaram Large Cap IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Payout Direct Plan

NAV
₹16.9285
-0.43%
(16 Dec)
AUM
3,358 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.2%
+5.2%
+4.7%
+4.7%
+2.9%
+1.2%
3Y
+19.2%
+19.2%
+18.3%
+18.3%
+14.7%
+12.6%
5Y
+21.6%
+21.6%
NA
NA
+15.2%
+15.0%
ALL
+16.2%
+16.2%
+17.1%
+17.1%
+12.4%
+17.4%
VOL
17.7%
17.7%
12.3%
12.3%
-
14.5%
TER
0.7%
0.7%
0.6%
0.6%
-
0.6%
AUM
₹50,312 Cr
₹50,312 Cr
₹1,141 Cr
₹1,141 Cr
-
₹3,358 Cr
INFO
0.91
0.91
1.39
1.39
-
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.9%
Bharti Airtel Ltd
6.1%
Infosys Ltd
4.9%
Reliance Industries Ltd
4.7%
State Bank of India
3.8%
Axis Bank Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.6%
Larsen & Toubro Ltd
3.3%
SBI Life Insurance Co Ltd
3.2%
Top industry exposure
Financial Services
32.1%
Consumer Cyclical
14.7%
Energy
9.5%
Technology
8.9%
Consumer Defensive
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
449%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs