Sundaram Large Cap Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 Unrated -5.84 9.27 10.48 1.65 35,197.66
ICICI Prudential Bluechip Fund - Growth May 23, 2008 5.32 15.30 10.44 1.66 35,049.23
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 5.16 14.25 9.82 1.59 34,622.39
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 1.50 12.88 9.54 1.57 34,194.26
HDFC Top 100 Fund - Growth Option Sep 03, 1996 8.86 14.44 9.03 1.71 22,702.51

Fund Holdings as on 31-December-2022

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • Infosys Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • TREPS

  • Maruti Suzuki India Ltd

  • Bharti Airtel Ltd

  • Ashok Leyland Ltd

  • Bajaj Finserv Ltd

  • United Spirits Ltd

  • IndusInd Bank Ltd

  • Hindustan UniLever Ltd

  • Cipla Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Varun Beverages Ltd

  • Kotak Mahindra Bank Ltd

  • Interglobe Aviation Ltd

  • Tata Motors Ltd - DVR

  • NTPC Ltd

  • Ultratech Cement Ltd

  • HCL Technologies Ltd

  • Ambuja Cements Ltd

  • Titan Company Ltd

  • Hindalco Industries Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • TATA Consumer Products Ltd

  • Wipro Ltd

  • Sona BLW Precision Forgings Ltd

  • Oberoi Realty Ltd

  • Canara Bank

  • Avenue Supermarts Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SBI Life Insurance Company Ltd

  • Apollo Hospitals Enterprise Ltd

  • Britannia Industries Ltd

  • Cash and Other Net Current Assets^

  • Havells India Ltd

  • Bajaj Finance Ltd

  • HDFC Life Insurance Company Ltd

  • SRF Ltd

  • Asian Paints Ltd

  • Polycab India Ltd

  • Housing Development Finance Corporation Ltd.

  • CE Info Systems Private Limited

  • Divis Laboratories Ltd

  • Tata Motors Ltd

  • Britannia Industries Ltd - 5.5% - 03/06/2024**

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Finance - Investment

  • Cement & Construction Materials

  • Finance - NBFC

  • Breweries & Distilleries

  • Insurance

  • Airlines

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • Diamond & Jewellery

  • Tea/Coffee

  • Auto Ancillary

  • Construction - Real Estate

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Electric Equipment

  • Diversified

  • Paints

  • Cable

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Fund Manager

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About Sundaram Large Cap Fund

Scheme Analysis

Sundaram Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Oct-2020 and currently has an AUM of ₹3,042.49 crore. Sundaram Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Large Cap Fund ended down ₹-0.25(-1.64%)yesterday to ₹14.9094.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

The Sundaram Large Cap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156