NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹16.90
-2.74%
NAV as on 16 Jan 25, 12:00 AM
very high risk
large cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
large cap
equity
10.43%p.a.
Last 1Y
11.93%p.a.
Last 3Y
0.00%p.a.
Last 5Y
18.90%p.a.
Since Inception
About Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option scheme from Sundaram Asset Management Company Ltd. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Oct 2020, Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option is Large-Cap fund of its category with 3,452.33 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option delivered 10.4% annual returns during the last year. It has delivered 18.9% average annual returns since the fund was launched.
- Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Top 10 Holdings
HDFC Bank Ltd
9.57%
ICICI Bank Ltd
8.91%
Larsen & Toubro Ltd
5.99%
Infosys Ltd
5.74%
Reliance Industries Ltd
5.63%
Bharti Airtel Ltd
4.60%
State Bank of India
4.17%
Axis Bank Ltd
3.65%
Sun Pharmaceuticals Industries Ltd
3.41%
Tech Mahindra Ltd
2.96%
Fund Managers
- S. Bharath (Jul 2024 - Present)
- Ashwin Jain (Oct 2024 - Present)
Key Information
View Scheme Document
Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option SIP Calculator
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NRI Mutual Fund Tax on Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Large Cap Fund Reg Payout of Income Distribution cum capital withdrawal option
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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