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

Sundaram Large Cap IDCW Payout Direct Plan

NAV
₹17.8821
+0.34%
(14 Jan)
AUM
3,407 Cr
TER
0.63%
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
+11.9%
+11.9%
+9.1%
+7.2%
+7.2%
+6.2%
3Y
+17.3%
+17.3%
+10.5%
+14.4%
+14.4%
+9.7%
5Y
+18.9%
+18.9%
+15.0%
+16.3%
+16.3%
NA
ALL
+16.3%
+16.3%
+14.1%
+14.0%
+14.0%
+18.9%
VOL
18.1%
18.1%
-
20.0%
20.0%
14.4%
TER
0.7%
0.7%
-
1.0%
1.0%
0.6%
AUM
₹35,700 Cr
₹35,700 Cr
-
₹35,975 Cr
₹35,975 Cr
₹3,407 Cr
INFO
0.90
0.90
-
0.70
0.70
1.32
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
9.6%
ICICI Bank Ltd
8.9%
Treps
6.5%
Larsen & Toubro Ltd
6.0%
Infosys Ltd
5.7%
Reliance Industries Ltd
5.6%
Bharti Airtel Ltd
4.6%
State Bank of India
4.2%
Axis Bank Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.4%
Top industry exposure
Financial Services
32.2%
Industrials
11.3%
Technology
10.2%
Consumer Cyclical
10.1%
Healthcare
8.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
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