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NRI

Sep 17, 2024

Category

Equity

AUM (Cr.)

3,665.53

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.88

Sharpe Ratio

23.71

Beta Ratio

0.00

Fund Manager

Sudhir Kedia

Inception Date

Oct 08, 2020

Risk Level

Very High

Investment Objective

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

Invest Now
Nifty 100 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large Cap Fund - Regular (G) 4.26 15.67 27.04 13.55 0 22.21
Benchmark - Nifty 100 TRI 3.53 18.55 33.07 15.3 20.63 0
Category Average - BEST EQUITY PERFORMERS 3.79 19.51 33.74 15.39 20.02 16.28
Category Rank 9/10 10/10 10/10 10/10 10/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Large Cap Fund - Regular (G) 13.1363 0.93 0.00 0.00 0.00 1,138.53 2.16 500.00 invest
Motilal Oswal Large Cap Fund - Regular (IDCW) 13.1363 0.93 0.00 0.00 0.00 1,138.53 2.16 500.00 invest
Edelweiss Large Cap Fund - Plan C (G) 86.9100 0.35 34.22 16.42 20.85 1,081.35 1.58 100.00 invest
Edelweiss Large Cap Fund (G) 87.5200 0.34 34.21 16.38 20.82 1,081.35 2.19 100.00 invest
LIC MF Large Cap Fund (G) 57.6087 -0.16 30.50 12.97 19.13 1,576.30 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-HDFC Bank Aug 31, 2024 301.03 8.21 1.31
Equity-ICICI Bank Aug 31, 2024 290.71 7.93 1.18
Equity-Reliance Industr Aug 31, 2024 245.77 6.70 -6.61
Equity-Infosys Aug 31, 2024 219.06 5.98 0.47
Equity-Larsen & Toubro Aug 31, 2024 205.61 5.61 -2.89
Equity-Bharti Airtel Aug 31, 2024 155.25 4.24 6.54
Equity-St Bk of India Aug 31, 2024 140.04 3.82 -6.51
Equity-Axis Bank Aug 31, 2024 130.34 3.56 0.78
Equity-Sun Pharma.Inds. Aug 31, 2024 120.59 3.29 5.95
Equity-Tata Motors Aug 31, 2024 108.60 2.96 1,497.04

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 September 2024 as the record date for...

Sep 18, 2024 09:34

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 September 2024 as the record date for...

Sep 13, 2024 10:25

Sundaram Mutual Fund announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 September 2024 as the record date for...

Sep 11, 2024 15:46

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 August 2024 as the record date for th...

Aug 14, 2024 10:10

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...

Jul 13, 2024 11:29

Sundaram Mutual Fund Announces change in fund managers under schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

Jul 01, 2024 16:43

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Large Cap Fund - Regular (G)
Contact Persone : Sudhir Kedia
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com