loader2
Partner With Us NRI

Feb 22, 2024


Category

Equity

AUM (Cr.)

3,314.86

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.93

Sharpe Ratio

17.61

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

  • 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) 3.2 15.17 29.88 16.23 0 21.35
Benchmark - Nifty 100 TRI 3.18 17.2 29.44 15.6 16.92 0
Category Average - BEST EQUITY PERFORMERS 3.86 18.62 33.6 16.18 16.5 15.01
Category Rank 5/10 9/10 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
Quant Large Cap Fund (G) 14.2710 1.57 52.77 0.00 0.00 535.10 2.37 5,000.00 invest
Quant Large Cap Fund (IDCW) 14.2656 1.57 52.72 0.00 0.00 535.10 2.37 5,000.00 invest
Taurus Large Cap Fund (G) 141.8800 1.16 45.40 17.31 15.30 41.84 2.62 500.00 invest
Taurus Large Cap Fund (IDCW) 62.1500 1.16 45.38 17.30 15.29 41.84 2.62 500.00 invest
Mirae Asset Large Cap Fund (IDCW) 29.0130 0.48 23.47 13.71 15.02 37,903.96 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-Reliance Industr Jan 31, 2024 297.59 8.98 10.38
Equity-HDFC Bank Jan 31, 2024 268.96 8.11 -14.43
Equity-ICICI Bank Jan 31, 2024 255.50 7.71 3.17
Equity-Larsen & Toubro Jan 31, 2024 209.48 6.32 -6.88
Equity-Infosys Jan 31, 2024 200.14 6.04 7.65
Equity-Sun Pharma.Inds. Jan 31, 2024 138.72 4.18 12.62
Equity-Axis Bank Jan 31, 2024 124.39 3.75 -3.13
Equity-St Bk of India Jan 31, 2024 120.93 3.65 -12.72
Equity-Bharti Airtel Jan 31, 2024 87.92 2.65 13.42
Equity-TCS Jan 31, 2024 77.75 2.35 0.59

latest news

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

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

Feb 14, 2024 09:17

Sundaram Fund Announces Change in Designation of Key Personnel

Sundaram Mutual Fund has announced that Mr. Anand Radhakrishnan, is designa...

Feb 13, 2024 12:18

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

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

Jan 13, 2024 09:30

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 22 December 2023 as the record date for ...

Dec 20, 2023 09:19

Sundaram Corporate Bond Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Corporate Bond Fund has announced 19 December 2023 as the record d...

Dec 16, 2023 09:09

Sundaram Mutual Fund Announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 December 2023 as the record date for ...

Dec 08, 2023 09:45

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