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:
₹ 3,279.53 Cr
Expense Ratio
1.92%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JB2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM - Ashwin Jain
| 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) | -5.43 | 6.27 | 10.71 |
| NIFTY 100 TRI | 5.88 | 15.34 | 18.47 |
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
16.7046
Last change
-0.05 (-0.3065%)
Fund Size (AUM)
₹ 3,279.53 Cr
Performance
10.72% (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
FM - Ashwin Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.93 |
| TREPS | 6.29 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.6 |
| INFOSYS LIMITED EQ FV RS 5 | 4.69 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.21 |
| AVENUE SUPERMARTS LIMITED EQ | 3.53 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.48 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.47 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.0 |
| Automobile and Auto Components | 9.9 |
| Oil, Gas & Consumable Fuels | 9.48 |
| Information Technology | 8.45 |
| Telecommunication | 5.6 |
| Consumer Services | 5.57 |
| Healthcare | 5.14 |
| Construction | 3.1 |
| Fast Moving Consumer Goods | 2.71 |
| Services | 2.47 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Reinv | 10.71 |
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 24.44 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Bandhan Large Cap Reg Gr | 17.62 |
| Mirae Asset Large Cap Gr | 16.52 |
| ICICI Pru Large Cap Fund Gr | 21.45 |
| CANARA ROBECO LARGE CAP FUND REG GR | 17.68 |
| Invesco India Large Cap Gr | 18.97 |
| PGIM India Large Cap Gr | 15.0 |