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

Sundaram Large Cap IDCW Payout Direct Plan

NAV
₹17.4804
-0.58%
(13 Jun)
AUM
3,396 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
+12.1%
+12.1%
+7.9%
+7.9%
+4.5%
+4.3%
3Y
+22.4%
+22.4%
+24.3%
+24.3%
+18.8%
+17.6%
5Y
+21.9%
+21.9%
+27.7%
+27.7%
+21.4%
NA
ALL
+12.6%
+12.6%
+16.4%
+16.4%
+13.9%
+18.6%
VOL
19.5%
19.5%
18.0%
18.0%
-
14.6%
TER
1.0%
1.0%
0.7%
0.7%
-
0.6%
AUM
₹6,036 Cr
₹6,036 Cr
₹39,677 Cr
₹39,677 Cr
-
₹3,396 Cr
INFO
0.65
0.65
0.91
0.91
-
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 30th Apr
Top holdings
ICICI Bank Ltd
10.0%
HDFC Bank Ltd
10.0%
Treps
7.9%
Bharti Airtel Ltd
5.4%
Infosys Ltd
4.7%
Reliance Industries Ltd
4.0%
Dr Reddy's Laboratories Ltd
4.0%
Sun Pharmaceuticals Industries Ltd
3.6%
Axis Bank Ltd
3.4%
Kotak Mahindra Bank Ltd
3.2%
Top industry exposure
Financial Services
33.9%
Consumer Cyclical
9.0%
Technology
8.7%
Healthcare
7.6%
Energy
7.1%
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)
Ashwin Jain

FAQs