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Business News/Market/Market Stats/    Sundaram Large Cap Fund Reg Gr

Sundaram Large Cap Fund Reg Gr

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  • Equity
  • Large-Cap
  • Rating 3
  • Plan
19.14 +0.08 (0.43%) NAV as on 19 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3369.65
  • CAGR 28.42%
  • Exit Load1.00%
  • Expense ratio1.92%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2020-10-08

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 23 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.88
  • Std Deviation 12.33%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

 

The Sundaram Large Cap Fund Reg Gr has an AUM of 3369.65 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.92%. The minimum investment in Sundaram Large Cap Fund Reg Gr is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, ICICI Bank, HDFC Bank & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

 

Some of the similar funds are Baroda BNP Paribas Large Cap Fund Regular Plan Growth, Tata Large Cap Fund Growth, Franklin India Bluechip Fund Growth, DSP Top 100 Equity Fund Regular Plan Growth, Sundaram Large Cap Fund Reg Gr. Sundaram Large Cap Fund Reg Gr has a sharpe ratio of 0.88 & a standard deviation of 12.33%.

FAQs about Sundaram Large Cap Fund Reg Gr

According to the morning star rating Sundaram Large Cap Fund Reg Gr has a Moderate risk & Exceptional return.
Sundaram Large Cap Fund Reg Gr is managed by Ravi Gopalakrishnan,Sudhir Kedia.
The expense ratio of Sundaram Large Cap Fund Reg Gr is 1.92%.
The 5 year annualized return on Sundaram Large Cap Fund Reg Gr is 0.00% & it has generated 28.42% in the last 1 year.
The minimum investment in Sundaram Large Cap Fund Reg Gr is 100 Rs.
Sundaram Large Cap Fund Reg Gr has an AUM of 3369.65 crores.
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