Sundaram Large Cap Fund Reg Gr
Medium
Risk
Equity
Large Cap Fund
+
16.20
%
16.20
%
3Y annualised
+
0.24
%
0.24
%
1D
1M
6M
1Y
3Y
All
Fund size
3315
NAV:
Mar 7, 2024
19.499
Sector
Tech
Type
Equity
Launched
Oct 2020
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
8.98
%
HDFC Bank Ltd
8.11
%
ICICI Bank Ltd
7.71
%
Larsen & Toubro Ltd
6.32
%
Infosys Ltd
6.04
%
Sun Pharmaceuticals Industries Ltd
4.18
%
Axis Bank Ltd
3.75
%
State Bank of India
3.65
%
Bharti Airtel Ltd
2.65
%
Tata Consultancy Services Ltd
2.35
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Large Cap Fund Reg Gr
More details
Investment objective
The investment objective of the scheme is to generate capital
appreciation by investing in large cap stocks.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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