Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large Cap
Launch Date: 01-10-2020
AUM:
₹ 3,363.64 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JA4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Ashwin Jain, FM2 - Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) | 6.97 | 12.26 | 12.84 |
| NIFTY 100 TRI | 11.96 | 15.03 | 14.5 |
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
15.471
Last change
0.09 (0.5882%)
Fund Size (AUM)
₹ 3,363.64 Cr
Performance
15.05% (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
FM1 - Ashwin Jain, FM2 - Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.37 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.69 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.12 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.64 |
| INFOSYS LIMITED EQ FV RS 5 | 4.92 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.72 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.82 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.38 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.37 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.81 |
| Oil, Gas & Consumable Fuels | 9.89 |
| Information Technology | 9.12 |
| Automobile and Auto Components | 8.59 |
| Consumer Services | 8.49 |
| Healthcare | 6.37 |
| Telecommunication | 6.12 |
| Fast Moving Consumer Goods | 4.17 |
| Construction | 3.37 |
| Services | 2.18 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Pay | 12.84 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Bandhan Large Cap Reg Gr | 14.24 |
| Nippon India Large Cap Fund Gr Gr | 19.34 |
| BAJAJ FINSERV LARGE CAP FUND Reg Gr | 0.0 |
| ICICI Pru Large Cap Fund Gr | 17.19 |
| Kotak Large Cap Fund Gr | 14.62 |
| SBI Large Cap FUND Reg PLAN Gr | 14.53 |
| Groww Largecap Gr | 12.79 |