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:
₹ 3,396.65 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JB2
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 - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) | -5.29 | 10.63 | - |
| NIFTY 100 TRI | 3.96 | 19.07 | 20.78 |
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
16.3274
Last change
-0.02 (-0.1256%)
Fund Size (AUM)
₹ 3,396.65 Cr
Performance
11.01% (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
MODERATELY 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 Reinv | 0.0 |
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| DSP Large Cap Fund Reg Gr | 20.74 |
| ICICI Pru Large Cap Fund Gr | 23.5 |
| Canara Robeco Bluechip Equity Reg Gr | 20.13 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| Mirae Asset Large Cap Gr | 19.2 |
| Franklin India BlueChip Gr | 19.83 |
| ABSL Frontline Equity Gr | 21.61 |
| Nippon India Large Cap Fund Gr Gr | 26.11 |