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Partner With Us NRI

Jul 26, 2024


Category

Equity

AUM (Cr.)

3,528.52

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.89

Sharpe Ratio

16.53

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.

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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) 4.04 15 22.67 10.1 0 17.08
Benchmark - Nifty 100 TRI 2.71 18.05 31.29 17.68 18.79 0
Category Average - BEST EQUITY PERFORMERS 3.93 20.25 34.71 17.92 18.51 16.51
Category Rank 5/10 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
Edelweiss Large Cap Fund (IDCW) 29.8000 1.81 32.91 18.60 19.20 974.94 2.07 100.00 invest
Edelweiss Large Cap Fund - Plan C (IDCW) 68.5400 1.80 32.88 18.63 19.49 974.94 1.58 100.00 invest
Edelweiss Large Cap Fund - Plan B (IDCW) 85.9800 1.79 32.89 18.64 19.49 974.94 1.58 100.00 invest
Edelweiss Large Cap Fund - Plan B (G) 84.9700 1.78 32.89 18.63 19.48 974.94 1.58 100.00 invest
Bank of India Bluechip Fund (IDCW) 16.7000 1.15 42.37 17.94 0.00 159.17 2.46 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 May 31, 2024 281.65 8.34 0.75
Equity-Reliance Industr May 31, 2024 281.22 8.33 -8.10
Equity-ICICI Bank May 31, 2024 278.58 8.25 -2.55
Equity-Larsen & Toubro May 31, 2024 203.65 6.03 -5.88
Equity-Infosys May 31, 2024 169.53 5.02 -0.96
Equity-St Bk of India May 31, 2024 149.30 4.42 0.50
Equity-Axis Bank May 31, 2024 135.39 4.01 -0.32
Equity-Bharti Airtel May 31, 2024 134.12 3.97 3.82
Equity-Sun Pharma.Inds. May 31, 2024 96.64 2.86 -24.31
Equity-Maruti Suzuki May 31, 2024 81.84 2.42 -3.26

latest news

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

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

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

Jun 14, 2024 09:30

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

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

Jun 12, 2024 09:48

Sundaram Mutual Fund Announces change in benchmark under its scheme

Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...

Jun 11, 2024 12:49

Sundaram Mutual Fund Announces IDCW under its schemes

Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...

Jun 10, 2024 09:34

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Large Cap Fund - Regular (IDCW)
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