Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
Category: Equity: Large Cap
Launch Date: 05-10-2020
AUM:
₹ 3,394.2 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1IZ3
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM - Ashwin Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 1.91 | 11.26 | 13.79 |
| NIFTY 100 TRI | 4.22 | 13.38 | 15.4 |
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
21.7077
Last change
0.12 (0.5735%)
Fund Size (AUM)
₹ 3,394.2 Cr
Performance
17.05% (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
FM - Ashwin Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.35 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.7 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.98 |
| INFOSYS LIMITED EQ FV RS 5 | 4.71 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.48 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.65 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.59 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.33 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.33 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 3.24 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.64 |
| Automobile and Auto Components | 9.8 |
| Oil, Gas & Consumable Fuels | 9.45 |
| Consumer Services | 9.18 |
| Information Technology | 8.55 |
| Telecommunication | 5.98 |
| Healthcare | 5.17 |
| Fast Moving Consumer Goods | 4.14 |
| Construction | 3.33 |
| Services | 2.43 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg Gr | 13.79 |
| ICICI Pru Large Cap Fund Gr | 18.66 |
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| DSP Large Cap Fund Reg Gr | 15.83 |
| ABSL Large Cap Fund Gr | 16.31 |
| SBI Large Cap FUND Reg PLAN Gr | 15.43 |
| Mirae Asset Large Cap Gr | 14.32 |
| Nippon India Large Cap Fund Gr Gr | 20.89 |
| Franklin India Large Cap Fund Gr | 15.23 |
| Tata Large Cap Reg Gr | 16.83 |