Sundaram Large Cap Fund Regular Plan - Growth
Category: Equity: Large Cap
Launch Date: 05-10-2020
AUM:
₹ 3,062.98 Cr
Expense Ratio
2.06%
Benchmark
Nifty 100 TRI
ISIN
INF903JA1IZ3
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Ashwin Jain, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund Regular Plan - Growth | -1.76 | 7.02 | 8.78 |
| NIFTY 100 TRI | -0.3 | 9.87 | 10.63 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
20.6789
Last change
0.2 (0.9599%)
Fund Size (AUM)
₹ 3,062.98 Cr
Performance
16.34% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund Manager
Ashwin Jain, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.02 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.41 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.95 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.89 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.19 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.45 |
| INFOSYS LIMITED EQ FV RS 5 | 3.97 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.77 |
| AVENUE SUPERMARTS LIMITED EQ | 3.5 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 3.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.98 |
| Automobile and Auto Components | 12.42 |
| Consumer Services | 10.77 |
| Information Technology | 8.05 |
| Telecommunication | 5.95 |
| Oil, Gas & Consumable Fuels | 4.95 |
| Healthcare | 3.91 |
| Fast Moving Consumer Goods | 3.84 |
| Construction | 3.77 |
| Power | 2.54 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg Gr | 8.78 |
| Quant Large Cap Fund Gr Reg Plan | 0.0 |
| Bank Of India Large Cap Fund Reg Plan Gr | 10.24 |
| Taurus Large Cap Reg Gr | 11.19 |
| Invesco India Large Cap Gr | 11.94 |
| Tata Large Cap Reg Gr | 10.97 |
| Bajaj FInserv Large Cap Fund Reg Gr | 0.0 |
| Bandhan Large Cap Reg Gr | 11.39 |
| SBI Large Cap Fund Reg Plan Gr | 10.76 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |