Sundaram Large Cap Fund Dir
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.5%
Sharpe Ratio-0.06
Beta0.85
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services9.85%
HDFC Bank LtdFinancial Services9.45%
Bharti Airtel LtdServices5.66%
Infosys LtdTechnology4.92%
TrepsUtilities4.89%
Reliance Industries LtdEnergy & Infra4.37%
Dr Reddy's Laboratories LtdServices3.77%
Axis Bank LtdFinancial Services3.37%
Bharat Petroleum Corp LtdEnergy & Infra3.21%
Sun Pharmaceuticals Industries LtdServices3.20%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.63%
Regulatory & Tax Information
INF903JA1JC0
ISINDailyDealing Frequency
BSE 100 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)