Sundaram Large Cap Fund Regular Plan - Reinvestment of Income Distribution Cum Capital Withdrawal (IDCW)
Category: Equity: Large Cap
Launch Date: 01-10-2020
AUM:
₹ 3,055.94 Cr
Expense Ratio
2.03%
Benchmark
Nifty 100 TRI
ISIN
INF903JA1JB2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Ashwin Jain, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund Regular Plan - Reinvestment of Income Distribution Cum Capital Withdrawal (IDCW) | -12.26 | -0.48 | -1.11 |
| NIFTY 100 TRI | -6.82 | 7.46 | 6.95 |
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
14.3037
Last change
0.01 (0.0958%)
Fund Size (AUM)
₹ 3,055.94 Cr
Performance
6.16% (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
Ashwin Jain, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.98 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.36 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.79 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.6 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.47 |
| Kotak Mahindra Bank Limited | 4.31 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 4.0 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.96 |
| INFOSYS LIMITED EQ FV RS 5 | 3.8 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.68 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.91 |
| Automobile and Auto Components | 14.99 |
| Consumer Services | 9.74 |
| Information Technology | 6.5 |
| Telecommunication | 5.79 |
| Construction | 3.68 |
| Healthcare | 3.28 |
| Oil, Gas & Consumable Fuels | 3.0 |
| Services | 2.65 |
| Construction Materials | 2.32 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Reinv | -1.11 |