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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹21.5608 1.12%
As on 08-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Large Cap Fund - Regular Plan
|
|
|
Very High
|
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1.88 |
|
 |
|
Very High
|
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1.45 |
||
 |
|
Very High
|
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1.60 |
||
|
|
Very High
|
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1.58 |
||
|
|
Very High
|
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1.65 |
₹3,666 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme seek to generate capital appreciation by investing in large cap stocks.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Sundaram Large Cap Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Large Cap Fund - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Large Cap Fund - Regular Plan is ₹21.5608 as of 09-Oct-2024.
The AUM of Sundaram Large Cap Fund - Regular Plan Fund is ₹3,666 Cr as of 31-Aug-2024
The riskometer level of Sundaram Large Cap Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
8.21
|
|
|
7.93
|
|
|
6.70
|
|
|
5.98
|
|
|
5.61
|
As of 31-Aug-2024, Sundaram Large Cap Fund - Regular Plan had invested 99.75% in Equity and 0.25% in Cash & Cash Eq. See More
Sundaram Large Cap Fund - Regular Plan is 22 years 2 months old. It has delivered 18.00% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
26.98%
|
12.47%
|
17.40%
|
14.04%
|
12.86%
|
18.00%
|
No, There is no lock in period in Sundaram Large Cap Fund - Regular Plan.
The expense ratio of Sundaram Large Cap Fund - Regular Plan is 1.88.
