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Sundaram Large Cap Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 15.67 0.12 % 1-D Change
Returns
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.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.55% As on Apr 30, 2022 |
| Exit Load |
1.0%
|
| 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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Investment Returns Calculator
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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
Top Stock Holdings
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| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| ICICI Prudential BHARAT 22 FOF Scheme | 27.76% | ||
| Nippon India Large Cap Fund | 11.97% | ||
| HDFC Top 100 Fund | 10.63% | ||
| ICICI Prudential Bluechip Fund | 7.52% | ||
| DSP Nifty 50 Equal Weight Index Fund | 7.24% | ||
| HDFC NIFTY50 Equal Weight Index Fund | 7.14% | ||
| Kotak Bluechip Fund | 2.97% | ||
| UTI Nifty 50 Index Fund | 3.91% | ||
| HDFC Index S&P BSE Sensex Fund | 3.81% | ||
| Axis Bluechip Fund | -3.31% | ||
| Aditya Birla Sun Life Frontline Equity Fund | 4.15% | ||
| Edelweiss Large Cap Fund | 2.7% | ||
| Nippon India Nifty 50 Value 20 Index Fund | 2.65% | ||
| Franklin India NSE Nifty 50 Index | 3.83% | ||
| Sundaram Large Cap Fund | 3.16% |
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
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Sundaram Large Cap Fund
EQUITY LARGE CAP
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
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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.
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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
TOTAL AUM:
₹39,954 Crs
As on Jun 30, 2022
- Phone: 1860-425-7237
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Address: Sundaram Towers, 2nd Floor,
46, Whites Road,
Royapettah
Chennai, 600014
