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) | -11.83 | 2.38 | 2.73 |
| NIFTY 100 TRI | -3.05 | 12.07 | 11.1 |
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
14.4539
Last change
-0.04 (-0.2629%)
Fund Size (AUM)
₹ 3,062.61 Cr
Performance
6.79% (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/- | 8.05 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.0 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.03 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.01 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.48 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.7 |
| INFOSYS LIMITED EQ FV RS 5 | 4.44 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.03 |
| AVENUE SUPERMARTS LIMITED EQ | 3.55 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.68 |
| Automobile and Auto Components | 10.08 |
| Consumer Services | 9.27 |
| Information Technology | 8.63 |
| Healthcare | 7.38 |
| Telecommunication | 6.03 |
| Oil, Gas & Consumable Fuels | 4.7 |
| Fast Moving Consumer Goods | 4.45 |
| Construction | 3.37 |
| Power | 2.52 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Reinv | 2.73 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 0.0 |
| Quant Large Cap Fund Reg Gr | 0.0 |
| Taurus Large Cap Reg Gr | 10.94 |
| SBI Large Cap FUND Reg PLAN Gr | 11.36 |
| Bandhan Large Cap Reg Gr | 11.95 |
| Groww Largecap Gr | 10.31 |
| Tata Large Cap Reg Gr | 11.56 |
| BAJAJ FINSERV LARGE CAP FUND Reg Gr | 0.0 |
| BARODA BNP PARIBAS LARGE CAP Fund Gr | 12.08 |