Sundaram Large Cap Sundaram Large Cap
Sundaram Large Cap Fund

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What are Large Caps?

Large Cap companies are well recognized, established and financially healthy. They are the top 100 companies by market capitalization.

Fund Video

Why are
Large Caps attractive?

Proven business models
Proven business models
Size matters - benefits of scale and competitive moats that come from size
Size matters - benefits of scale and competitive moats that come from size
Stability across business cycles
Stability across business cycles
Management bandwidth is wide and deep
Management bandwidth is wide and deep
Strong balance sheets aid ability to acquire capabilities
Strong balance sheets aid ability to acquire capabilities
High Liquidity
High Liquidity
Well-researched universe
Well-researched universe

Fund Suitability

Investors seeking capital appreciation over medium to long term with lower volatility can invest in this fund

Performance comparison with benchmark

Period Fund
(%)		 Nifty 100 TRI Additional Benchmark
Nifty 50 TRI
(%)
(Tier I)
(%)		 (Tier II)
(%)

Performance of 10,000 invested at launch

Period Fund
()		 Nifty 100 TRI Additional Benchmark
Nifty 50 TRI
()
(Tier I)
()		 (Tier II)
()

Returns are computed using the NAV of the Regular Plan – Growth Option on a CAGR basis for periods above one year and on an absolute basis for a one-year period for Regular Plan - Growth Option. Load and taxes are not considered for computation of returns. All data provided is as on unless otherwise mentioned.
To view performance of other schemes managed by the fund manager click here.

Fund Facts

Fund

Sundaram Large Cap Fund

Scheme Type

An open-ended equity scheme predominantly investing in large caps stocks

Investment Objective

To generate capital appreciation by investing in large cap stocks

Benchmark

Fund Managers

Mr. Ashwin Jain and Mr. Bharath S

Plans

Regular and Direct

Options

Growth, Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Minimum Application amount

For both regular and direct plans, Rs.100 and multiples of Re.1/- and for additional purchase of Rs.100/- & multiples of Re.1/- thereafter

SIP

Quarterly:  750
Monthly:  100
Weekly:  1000

Exit Load

1. If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:

i) For up to 25% of such units - exit load: Nil

ii) For more than 25% of such units: Exit Load: 1% of applicable Net Asset Value (NAV)

2. 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

This product is suitable for investors who are seeking*

  • Capital appreciation over medium to long term
  • Investment in equity and equity-related securities of large cap companies

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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