Sundaram Large Cap Fund - Growth - Regular Plan

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  • Net Change on 27-02-2024

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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.)
ICICI Prudential Bluechip Fund - Growth May 23, 2008 38.89 20.65 18.91 1.52 49,837.78
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 24.98 14.68 16.61 1.55 43,272.98
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 23.70 13.67 15.01 1.53 37,903.96
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 Unrated 25.77 11.34 14.36 1.55 32,675.27
HDFC Top 100 Fund - Growth Option Sep 03, 1996 37.23 20.12 17.34 1.66 30,979.87

Fund Holdings as on 31-January-2024

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Tata Consultancy Services Ltd

  • Tata Motors Ltd - DVR

  • Maruti Suzuki India Ltd

  • Hindustan UniLever Ltd

  • NTPC LTD

  • Bajaj Finserv Ltd

  • IndusInd Bank Ltd

  • Varun Beverages Ltd

  • Ultratech Cement Ltd

  • Cipla Ltd

  • Interglobe Aviation Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • HCL Technologies Ltd

  • Tech Mahindra Ltd

  • Bajaj Finance Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Asian Paints Ltd

  • United Spirits Ltd

  • Titan Company Ltd

  • Nestle India Ltd

  • TATA Consumer Products Ltd

  • LTIMindtree Ltd

  • Dr. Reddys Laboratories Ltd

  • Ashok Leyland Ltd

  • Sona BLW Precision Forgings Ltd

  • TREPS

  • Procter & Gamble Hygiene and Health Care Ltd

  • Hindalco Industries Ltd

  • Jio Financial Services Ltd

  • Avenue Supermarts Ltd

  • Info Edge (India) Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • SBI Life Insurance Company Ltd

  • Britannia Industries Ltd

  • NIIT Learning Systems Ltd

  • Havells India Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Alkem Laboratories Ltd

  • Apollo Hospitals Enterprise Ltd

  • Tata Steel Ltd

  • Canara Bank

  • Marico Ltd

  • ABB India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Tata Motors Ltd

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

  • Cash and Other Net Current Assets^

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Bank - Public

  • Consumer Food

  • Household & Personal Products

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Finance - Investment

  • Airlines

  • Cigarettes/Tobacco

  • Paints

  • Automobiles-Trucks/Lcv

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Tea/Coffee

  • Auto Ancillary

  • Metal - Non Ferrous

  • Finance - Stock Broking

  • Electric Equipment

  • Retailing

  • BPO/ITeS

  • e-Commerce

  • Insurance

  • Port

  • Hospital & Healthcare Services

  • Steel & Iron Products

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Fund Manager

  • Cash

  • Equity

  • ICRA AAA

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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 ₹3,314.86 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 up ₹0.04(0.23%)yesterday to ₹19.2447.

Among its top 3 holdings the fund has exposure to Reliance Industries 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