Sundaram Mutual Fundimage

Sundaram Large Cap Fund

EquityLarge CapIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (19 Nov 24)

₹ 20.41

AUM (in Cr)

₹ 3452.71

3 Years CAGR

% 10.34

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Large Cap Fund
-5.29
-3.65
4.61
19.41
10.34
0.00
Nifty 100
-5.59
-4.78
4.71
24.57
11.76
16.39
Large Cap
2.33
9.08
16.46
38.30
16.40
20.59

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

the investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Expense Ratio
% 1.89
Benchmark
Nifty 100
AUM
₹ 3452.71
Inception Date
17 Sep 2020
Turnover Ratio
% 13.10
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Asset Class
Equity
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