Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large Cap
Launch Date: 01-10-2020
AUM:
₹ 3,430.76 Cr
Expense Ratio
1.89%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JA4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Sudhir Kedia, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) | 25.01 | 16.04 | - |
| NIFTY 100 TRI | 27.74 | 16.71 | 16.66 |
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
16.366
Last change
0.05 (0.311%)
Fund Size (AUM)
₹ 3,430.76 Cr
Performance
19.91% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund Manager
Ravi Gopalakrishnan, Sudhir Kedia, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Reliance Industries Ltd. | 8.92 |
| ICICI Bank Ltd. | 8.33 |
| HDFC Bank Ltd. | 8.15 |
| Larsen & Toubro Ltd. | 6.31 |
| Infosys Ltd. | 4.99 |
| State Bank of India | 4.33 |
| Axis Bank Ltd. | 3.96 |
| Bharti Airtel Ltd. | 3.77 |
| Sun Pharmaceutical Industries Ltd. | 3.72 |
| Tata Motors Ltd. - DVR Ordinary | 2.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 32.99 |
| Energy | 11.0 |
| Technology | 9.85 |
| Consumer Staples | 9.56 |
| Healthcare | 7.28 |
| Construction | 6.31 |
| Automobile | 6.15 |
| Services | 5.89 |
| Communication | 4.58 |
| Materials | 2.51 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Pay | 0.0 |
| quant Large Cap Fund Reg Gr | 0.0 |
| JM Large Cap Gr | 17.49 |
| BANK OF INDIA Bluechip Fund Reg Gr | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 18.58 |
| ICICI Pru BlueChip Gr | 18.77 |
| BARODA BNP PARIBAS LARGE CAP Fund Gr | 18.68 |
| Invesco India Large Cap Gr | 17.13 |
| ITI Large Cap Reg Gr | 0.0 |
| Taurus Large Cap Reg Gr | 15.01 |