3 Year return

14.05%
Launched on September 2020 (4 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3665.53 Cr.

Expense Ratio

0.6% (inclusive of GST)

Exit Load

If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RB

Rahul Baijal

Fund Manager since Apr 2022

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹67,164.09 Cr.
No. of Schemes 168
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Growth

Formerly known as Sundaram Blue Chip Fund, the Sundaram Large Cap Fund Direct Plan Growth is an equity scheme that is open ended in nature, and invests predominantly in large cap stocks. The benchmark for this scheme, which is under the Sundaram Mutual Fund House, is the NIFTY 100 Total Return Index.

Investment Objective of the Scheme

The investment goal of the Sundaram Large Cap Fund Direct Plan Growth is the generation of capital growth by making investments in large cap stocks. This large cap fund focuses on the quality of business model, management, and financials. Growth and value-oriented stocks are combined in the portfolio creation process. The portfolio companies have robust systems and processes that are associated with scale and growth.

Key Features of The Fund

5-year return NA
Expense Ratio 0.6%
Fund Manager Rahul Baijal
Fund Size ₹3665.53 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you are an individual looking for capital growth in the medium or long term, and are willing to make investments in equities and equity related securities that come under large cap businesses, the Sundaram Large Cap Fund Direct Plan Growth could be an option to consider for you. Make your decision keeping in mind your financial plans and risk tolerance.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation with SIP Investments

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of Sundaram Large Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Large Cap Fund Oct 11 2024 is 22.9388

What is the AUM of Sundaram Large Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Large Cap Fund is 3665.53 crore.

What is the expense ratio of Sundaram Large Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Large Cap Fund is 0.6%

What are the returns of Sundaram Large Cap Fund since inception?

The Sundaram Large Cap Fund was launched on Sep 17 2020. The fund has delivered a CAGR of 23 since inception.

What is the minimum SIP amount to invest in Sundaram Large Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Large Cap Fund is 100.

How do I invest in Sundaram Large Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Large Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Large Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Large Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.