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Partner With Us NRI

Dec 06, 2022


Category

Equity

AUM (Cr.)

3,108.64

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.93

Sharpe Ratio

6.30

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

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • 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) 2.85 13.78 9.43 0 0 23.69
Benchmark - Nifty 100 TRI 2.52 13.41 10.88 17.44 13.85 0
Category Average - BEST EQUITY PERFORMERS 2.34 12.93 7.78 15.38 11.62 13.39
Category Rank 5/8 9/8 8/8 10/8 7/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Indiabulls Bluechip Fund (IDCW-H) 18.5500 -0.22 9.63 11.67 9.79 99.75 0.00 500.00 invest
Indiabulls Bluechip Fund (IDCW-Q) 18.4400 -0.22 9.63 11.68 9.73 99.75 0.00 500.00 invest
JM Large Cap Fund - (G) 104.7415 -0.22 8.79 15.70 11.01 50.44 0.00 5,000.00 invest
Indiabulls Bluechip Fund (IDCW-M) 17.7900 -0.22 9.61 11.69 9.12 99.75 0.00 500.00 invest
Franklin India Bluechip Fund - (IDCW) 44.2251 -94.51 3.86 15.66 10.16 6,541.78 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-ICICI Bank Oct 31, 2022 276.15 8.88 -1.21
Equity-HDFC Bank Oct 31, 2022 243.36 7.83 5.30
Equity-Reliance Industr Oct 31, 2022 231.50 7.45 7.23
Equity-Infosys Oct 31, 2022 194.67 6.26 0.82
Equity-H D F C Oct 31, 2022 192.15 6.18 7.96
Equity-Larsen & Toubro Oct 31, 2022 146.07 4.70 -1.22
Equity-Sun Pharma.Inds. Oct 31, 2022 135.04 4.34 2.56
Equity-St Bk of India Oct 31, 2022 130.77 4.21 3.57
Equity-Axis Bank Oct 31, 2022 129.09 4.15 17.78
Reverse Repo-TREPS Oct 31, 2022 128.00 4.12 132.78

latest news

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

Sundaram Mutual Fund has announced 25 November 2022 as the record date for ...

Nov 22, 2022 12:15

Sundaram Small Cap Fund Announces change in fund manager

Sundaram MF has announced change in fund manager under the following scheme...

Nov 16, 2022 12:09

Sundaram Aggressive Hybrid Fund Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 17 November 2022 as the record date for ...

Nov 15, 2022 10:43

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

Sundaram Mutual Fund has announced 14 November 2022 as the record date for ...

Nov 14, 2022 12:22

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

Sundaram Mutual Fund has announced 11 November 2022 as the record date for ...

Nov 08, 2022 13:59

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

Sundaram Mutual Fund has announced 09 November 2022 as the record date for ...

Nov 07, 2022 10:29

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 : dhirent@sundarammutual.com
Website : www.sundarammutual.com