Invest
Features
Blog
Log in
Sign up
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
Invest
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Features
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
About
Blog
Log in
Sign up
Terms
●
Privacy Policy
>
Home
>
Explore
>
Mutual Funds
>
Sundaram Large Cap IDCW Payout Direct Plan
Equity
Large Cap Fund
Sundaram Large Cap IDCW Payout Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹100
Invest now
Add to cart
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
Nippon India Large Cap...
Nippon India Large Cap...
Category Average
HDFC Large Cap IDCW Re...
HDFC Large Cap IDCW Re...
Sundaram Large Cap IDC...
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time