Sundaram Large Cap Fund - IDCW - Regular Plan

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  • (-0.41%)Nav, as on 22-05-2025

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  • Net Change on 22-05-2025

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  • Assets (Cr.)

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - IDCW May 23, 2008 10.80 20.93 26.01 1.43 68,033.75
SBI Blue Chip Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 14, 2006 11.05 17.25 23.70 1.50 51,010.20
NIPPON INDIA LARGE CAP FUND - IDCW Option Aug 08, 2007 12.25 24.30 29.58 1.54 39,677.38
Mirae Asset Large Cap Fund Regular IDCW Apr 04, 2008 11.81 15.21 22.16 1.52 38,891.55
HDFC Large Cap Fund - IDCW Option - Regular Plan Oct 11, 1996 7.34 19.42 25.67 1.61 37,315.11

Fund Holdings as on 30-April-2025

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Dr. Reddys Laboratories Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • State Bank of India

  • ICICI Lombard General Insurance Company Ltd

  • Larsen & Toubro Ltd

  • Tech Mahindra Ltd

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Interglobe Aviation Ltd

  • TVS Motor Company Ltd

  • Ultratech Cement Ltd

  • NTPC LTD

  • Hindalco Industries Ltd

  • Varun Beverages Ltd

  • Bajaj Auto Ltd

  • Craftsman Automation Ltd

  • HCL Technologies Ltd

  • Jubilant Foodworks Ltd

  • SBI Life Insurance Company Ltd

  • TATA Consumer Products Ltd

  • United Spirits Ltd

  • Info Edge (India) Ltd

  • KEI Industries Ltd

  • Kajaria Ceramics Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Insurance

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Bank - Public

  • Engineering - Construction

  • Retailing

  • Automobiles - Passenger Cars

  • Airlines

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • Auto Ancillary

  • Breweries & Distilleries

  • Tea/Coffee

  • BPO/ITeS

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

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Fund Manager

Most Recent Dividend

  • 28/04/2025

  • 25/09/2024

  • 26/03/2024

  • 25/09/2023

  • 13/03/2023

  • 28/11/2022

  • 28/03/2022

  • 11/10/2021

  • Cash

  • Equity

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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 ₹3,377.07 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 ₹-0.07(-0.41%)yesterday to ₹16.2148.

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

The Sundaram Large Cap Fund is managed by S. Bharath and Ashwin Jain.

Fund House Contact

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

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