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NRI

Dec 05, 2024


Category

Equity

AUM (Cr.)

3,452.71

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.89

Sharpe Ratio

11.69

Beta Ratio

0.00

Fund Manager

Ashwin Jain

Inception Date

Oct 08, 2020

Risk Level

Very High

Investment Objective

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

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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 (IDCW) 2.49 7.79 16.04 8.04 0 14.99
Benchmark - Nifty 100 TRI 2.35 12.42 23.8 14.55 17.17 0
Category Average - BEST EQUITY PERFORMERS 2.73 10.54 24.92 15.15 17.05 15.54
Category Rank 6/10 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 (IDCW) 13.2492 1.15 0.00 0.00 0.00 1,282.28 2.14 500.00 invest
Motilal Oswal Large Cap Fund - Regular (G) 13.2492 1.15 0.00 0.00 0.00 1,282.28 2.14 500.00 invest
AXIS Bluechip Fund (IDCW) 20.0700 1.01 22.37 9.45 13.52 33,236.33 1.58 100.00 invest
AXIS Bluechip Fund (G) 60.3000 1.01 22.36 9.45 13.77 33,236.33 1.58 100.00 invest
DSP Top 100 Equity Fund (IDCW) 28.0430 0.59 27.56 17.58 15.58 4,470.18 0.00 100.00 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 Oct 31, 2024 319.20 9.24 0.21
Equity-ICICI Bank Oct 31, 2024 305.62 8.85 1.51
Equity-Larsen & Toubro Oct 31, 2024 201.04 5.82 -1.45
Equity-Reliance Industr Oct 31, 2024 200.34 5.80 -9.79
Equity-Infosys Oct 31, 2024 187.50 5.43 -6.31
Equity-Bharti Airtel Oct 31, 2024 157.55 4.56 -5.67
Equity-St Bk of India Oct 31, 2024 140.83 4.08 4.10
Equity-Axis Bank Oct 31, 2024 128.59 3.72 -5.90
Equity-Sun Pharma.Inds. Oct 31, 2024 122.40 3.55 -4.04
Reverse Repo-TREPS Oct 31, 2024 106.56 3.09 31.59

latest news

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

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

Sundaram Mutual Fund announces change in Exit Load Structure

Sundaram Mutual Fund has announced change in exit load structure under foll...

Oct 29, 2024 11:40

Sundaram Mutual Fund announces change in Key Personnel

Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...

Oct 25, 2024 14:04

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

Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...

Oct 23, 2024 09:35

Sundaram MF announces change in Fund Manager of the following schemes

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Oct 21, 2024 11:09

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

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

Oct 15, 2024 09:27

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Large Cap Fund - Regular (IDCW)
Contact Persone : Ashwin Jain
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