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Sundaram Large Cap Fund Direct - Growth

Previously called: Sundaram Bluechip Fund Direct-G

NAV as of ( Sep 09, 2022 )

15.67 0.12 % 1-D Change

26.35% p.a.

You get upto 1.43% extra returns

ET Money's Fund Report Card - Sundaram Large Cap Fund

Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

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Scheme Details

ET Money Rank Not yet ranked
VRO Rating 4
Expense ratio 0.55%  As on Apr 30, 2022
Exit Load 1.0% info
AUM (Fund Size) 3,062 Crs
Lock-in No Lockin
Age 1 yrs 11 m Since Sep 17, 2020
Benchmark Nifty 100 TRI
Min. Investment

SIP 100  &

Lumpsum 100

About Sundaram Large Cap Fund

Sundaram Large Cap Fund Direct - Growth is a Large Cap mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 1 yrs 11 m, having been launched on 17/09/2020. Sundaram Large Cap Fund Direct - Growth has ₹3,062 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.55%, which is higher than what most other Large Cap funds charge.
  • Sundaram Large Cap Fund Direct - Growth returns of last 1-year are 3.23%. Since launch, it has delivered 13.25% average annual returns.
  • The fund has the majority of its money invested in Financial, Technology, Energy, Healthcare, Automobile sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
  • The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Infosys Ltd., Sun Pharmaceutical Inds. Ltd..
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Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Apr 30, 2022
Allocation by Market Cap

Large Cap 88.62%

Mid Cap 6.74%

Small Cap 0.2%

Other Cap 0%

Allocation by Sector

Financial 38.23%

Technology 11.81%

Energy 8.48%

Healthcare 8.47%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Repo 4.05%

Cash/Net Current Assets 0.39%

Other Holdings

Others 0.39%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with large cap Funds

as on Sep 12, 2022
1.65 % p.a
This fund


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Trailing Returns and Ranks

as on May 24, 2022
Period Trailing returns Category average Rank within category
1 month 1.65% 2% 31 / 72
3 months 14.49% 15.22% 32 / 69
6 months 7.24% 7.69% 30 / 68
1 year 3.16% 4.09% 41 / 55

Know in detail about the returns of this fund See detailed Return Analysis


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Sundaram Large Cap Fund


The scheme seek to generate capital appreciation by investing in large cap stocks.

  • Std. Dev : 21.05
  • Alpha : -0.9
  • Beta : 0.94
  • Sharpe : 0.71
  • Sortino : 0.76
  • Profile

    Ravi Gopalakrishnan

    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

  • Profile

    Sudhir Kedia

    Mr. Kedia is CA, CMA and MBA.

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.

Sundaram Mutual Fund

Sundaram Mutual Fund



See all schemes


₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Chennai, 600014

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Frequently asked questions

How are the returns of Sundaram Large Cap Fund ?

The Sundaram Large Cap Fund is a 1 yrs 11 m old fund and has delivered average annual returns of 26.35% since inception.

Sundaram Large Cap Fund Returns

1-Year Since Inception
3.16% 26.35%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Large Cap Fund for Sep 09, 2022 is 15.67 .

On ET Money, Investing in Sundaram Large Cap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Large Cap Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Large Cap Fund is 0.55%.  .

Redeeming your investments in Sundaram Large Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Large Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Large Cap Fund is ₹3,062 Crs.

The Sundaram Large Cap Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
ICICI Bank Ltd. 9.95%
HDFC Bank Ltd. 7.61%
Reliance Industries Ltd. 7.44%
Infosys Ltd. 6.91%
Sun Pharmaceutical Inds. Ltd. 4.74%
Larsen & Toubro Ltd. 4.73%
State Bank of India 4.11%
Bharti Airtel Ltd. 3.77%
Axis Bank Ltd. 3.54%
Tata Consultancy Services Ltd. 3.02%

The Sundaram Large Cap Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 38.23%
Technology 11.81%
Energy 8.48%
Healthcare 8.47%
Automobile 6.59%
Consumer Staples 5.52%
Construction 4.73%
Communication 4.07%
Insurance 2.46%
Materials 1.81%
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