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

Sundaram Large Cap IDCW Payout Direct Plan

NAV
₹17.9638
-0.21%
(28 Mar)
AUM
3,128 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
+8.8%
+8.8%
+8.7%
+8.7%
+7.1%
+4.2%
3Y
+19.5%
+19.5%
+15.9%
+15.9%
+13.4%
+11.3%
5Y
+28.9%
+28.9%
+24.9%
+24.9%
+23.4%
NA
ALL
+16.0%
+16.0%
+14.9%
+14.9%
+13.8%
+18.2%
VOL
18.0%
18.0%
16.2%
16.2%
-
14.3%
TER
0.7%
0.7%
0.6%
0.6%
-
0.7%
AUM
₹34,212 Cr
₹34,212 Cr
₹1,059 Cr
₹1,059 Cr
-
₹3,128 Cr
INFO
0.89
0.89
0.92
0.92
-
1.27
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 28th Feb
Top holdings
HDFC Bank Ltd
10.2%
ICICI Bank Ltd
9.1%
Reliance Industries Ltd
5.8%
Infosys Ltd
5.8%
Larsen & Toubro Ltd
5.6%
Bharti Airtel Ltd
4.9%
Dr Reddy's Laboratories Ltd
4.1%
IndusInd Bank Ltd
3.4%
Sun Pharmaceuticals Industries Ltd
3.4%
Axis Bank Ltd
3.2%
Top industry exposure
Financial Services
35.8%
Consumer Cyclical
11.1%
Technology
10.0%
Industrials
9.3%
Healthcare
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
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)
S. Bharath
Ashwin Jain

FAQs