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Partner With Us NRI

Jun 27, 2022


Category

Equity

AUM (Cr.)

2,960.36

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.97

Sharpe Ratio

0.15

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 (IDCW) -2.88 -11.41 -6.8 0 0 13.73
Benchmark - Nifty 100 TRI -2.42 -7.51 0.31 11.73 11.3 0
Category Average - BEST EQUITY PERFORMERS -2.69 -9.15 -1.6 9.91 9.31 12.35
Category Rank 9/6 6/6 10/6 10/6 9/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Navi Large Cap Equity Fund (G) 30.2418 1.08 -3.51 8.76 7.45 95.79 2.51 1,000.00 invest
Edelweiss Large Cap Fund - Plan C (G) 48.5100 1.02 -1.58 10.25 10.57 325.25 1.58 5,000.00 invest
Edelweiss Large Cap Fund - Plan B (IDCW) 49.7400 1.02 -1.58 10.25 10.57 325.25 1.58 5,000.00 invest
Edelweiss Large Cap Fund (G) 48.8900 1.01 -1.61 10.24 10.56 325.25 2.58 5,000.00 invest
Franklin India Bluechip Fund - (IDCW) 39.1678 -94.44 -3.42 10.69 8.66 6,193.56 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 May 31, 2022 280.28 9.47 1.28
Equity-HDFC Bank May 31, 2022 240.27 8.12 0.31
Equity-Reliance Industr May 31, 2022 229.77 7.76 -5.65
Equity-Infosys May 31, 2022 220.36 7.44 -4.08
Equity-H D F C May 31, 2022 164.45 5.56 7.48
Equity-Larsen & Toubro May 31, 2022 132.41 4.47 -2.35
Equity-Sun Pharma.Inds. May 31, 2022 132.39 4.47 -7.33
Equity-Bharti Airtel May 31, 2022 119.22 4.03 7.32
Equity-St Bk of India May 31, 2022 111.39 3.76 -5.68
Equity-Axis Bank May 31, 2022 102.43 3.46 -5.96

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

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

May 19, 2022 10:55

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

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