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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Category: Equity: Large Cap Launch Date: 01-10-2020
AUM:

₹ 3,062.61 Cr

Expense Ratio

1.94%

Benchmark

NIFTY 100 TRI

ISIN

INF903JA1JB2

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 (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) -11.77 1.28 1.81
NIFTY 100 TRI -2.26 10.9 10.1
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
14.3715
Last change
-0.04 (-0.2498%)
Fund Size (AUM)
₹ 3,062.61 Cr
Performance
6.62% (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 (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.01
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.92
AXIS BANK LIMITED EQ NE FV RS. 2/- 6.19
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 6.02
STATE BANK OF INDIA EQ NEW RE. 1/- 5.64
RELIANCE INDUSTRIES LIMITED EQ 4.72
INFOSYS LIMITED EQ FV RS 5 3.96
AVENUE SUPERMARTS LIMITED EQ 3.88
TREPS 3.66
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.64

Sector Allocation

Sector Holdings (%)
Financial Services 33.88
Automobile and Auto Components 11.56
Consumer Services 11.15
Information Technology 7.95
Telecommunication 6.02
Oil, Gas & Consumable Fuels 5.22
Healthcare 3.71
Construction 3.64
Fast Moving Consumer Goods 3.59
Power 2.56

Peer Comparison

Scheme Name 5Y (%)
Sundaram Large Cap Reg IDCW Reinv 1.81