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:
₹ 3,396.65 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JA4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
| 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) | 3.75 | 17.52 | - |
| NIFTY 100 TRI | 5.07 | 19.55 | 21.07 |
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
16.5012
Last change
0.17 (1.0533%)
Fund Size (AUM)
₹ 3,396.65 Cr
Performance
17.12% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund Manager
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 10.07 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 10.04 |
| TREPS | 7.84 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.34 |
| INFOSYS LIMITED EQ FV RS 5 | 4.91 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.23 |
| Dr. Reddys Laboratories Ltd | 3.76 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.43 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.27 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.14 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.92 |
| Information Technology | 9.06 |
| Automobile and Auto Components | 8.26 |
| N/A | 7.84 |
| Oil, Gas & Consumable Fuels | 7.37 |
| Healthcare | 7.03 |
| Telecommunication | 5.34 |
| Consumer Services | 4.46 |
| Fast Moving Consumer Goods | 3.76 |
| Construction | 3.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Pay | 0.0 |
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| DSP Large Cap Fund Reg Gr | 20.96 |
| Canara Robeco Bluechip Equity Reg Gr | 20.44 |
| ICICI Pru Large Cap Fund Gr | 23.74 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Franklin India BlueChip Gr | 20.15 |
| Mirae Asset Large Cap Gr | 19.46 |
| ABSL Frontline Equity Gr | 21.88 |
| Invesco India Large Cap Gr | 21.26 |