3 Year return

17.18%
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

₹3376.64 Cr.

Expense Ratio

0.61% (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

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 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 ₹56,666.82 Cr.
No. of Schemes 124
Setup Date NA

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 Reinvestment of IDCW Reinvestment

The Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is a large-cap equity fund managed by Sundaram Mutual Fund. Sundaram Select Focus has been merged with the Sundaram Bluechip and the new fund is renamed Sundaram Large Cap Fund. The Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is lower than the category average of large-cap stocks.

Investment Objectives of the Scheme

The fund seeks to achieve its investment objective by investing at least 80% of its assets in equity and equity-related instruments of large-cap companies in India. The fund may also invest in derivatives, debt securities, and money market instruments, but only to the extent necessary for hedging or liquidity management purposes.

Key Features of The Fund

5-year return NA
Expense Ratio 0.61%
Fund Manager Rahul Baijal
Fund Size ₹3376.64 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is suitable for investors who have a long-term investment horizon and are willing to take moderate risks. The fund is also suitable for investors who are looking for growth potential in the large-cap space. However, it is important to remember that this is a sectoral fund and is subject to the risks associated with the healthcare sector. Investors should do their own research before investing in this fund.

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.

Reach Your Goals Faster with SIP

Many investors choose Systematic Investment Plans (SIPs) to invest in mutual funds. SIPs allow for disciplined investing by setting up a fixed amount to be invested regularly. This approach helps average out the cost per unit over time and reduces the impact of market volatility. To plan your SIP investment and estimate potential returns, try Angel One's free SIP investment calculator.

FAQs

What is today's NAV of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment Jun 20 2024 is 18.2921

What is the AUM of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment is 3376.64 crore.

What is the expense ratio of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment is 0.61%

What are the returns of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment since inception?

The Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment was launched on Sep 17 2020. The fund has delivered a CAGR of 23.02 since inception.

What is the minimum SIP amount to invest in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment is 100.

How do I invest in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

  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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

  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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

  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 (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?

  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.