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:
₹ 0 Cr
Expense Ratio
%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JB2
Minimum Investment
Minimum Topup
Minimum SIP Amount
250
Fund Manager
Rahul Baijal, S Krishnakumar and Dwijendra Srivatsava
| 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) | 20.4 | 10.07 | - |
| NIFTY 100 TRI | 28.64 | 17.11 | 16.68 |
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
16.3926
Last change
0.03 (0.1623%)
Fund Size (AUM)
₹ 0 Cr
Performance
14.74% (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
Rahul Baijal, S Krishnakumar and Dwijendra Srivatsava
Riskometer
MODERATELY 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 Reinv | 0.0 |
| quant Large Cap Fund Reg Gr | 0.0 |
| JM Large Cap Gr | 17.65 |
| BANK OF INDIA Bluechip Fund Reg Gr | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 18.83 |
| ICICI Pru BlueChip Gr | 18.93 |
| BARODA BNP PARIBAS LARGE CAP Fund Gr | 18.81 |
| ITI Large Cap Reg Gr | 0.0 |
| Invesco India Large Cap Gr | 17.31 |
| Taurus Large Cap Reg Gr | 15.24 |