Sundaram Large Cap Fund Reg Gr

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Equity
Large-Cap
Rating 2
Plan

19.91 +0.13 (0.68%) NAV as on 21 Mar, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)3127.57
CAGR 4.36%
Exit Load1.00%
Expense ratio1.93%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2020-10-08

Asset Allocation

Holdings As On - 24 March 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
318.59
10.19%

Icici Bank
284.77
9.11%

Reliance Industries
180.50
5.77%

Infosys
180.08
5.76%

Larsen And Toubro
175.60
5.61%

Bharti Airtel
153.41
4.91%

Dr Reddys Laboratories
127.06
4.06%

Indusind Bank
107.43
3.43%

Axis Bank
99.19
3.17%

Peer Comparison

Fund Name
DSP Top 100 Equity Fund Regular Plan Growth16.56%
Tata Large Cap Fund Growth7.59%
Franklin India Bluechip Fund Growth9.02%
Sundaram Large Cap Fund Reg Gr4.36%
Quant Large Cap Fund Regular Growth-2.2%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.34
Std Deviation 12.73%
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 3127.57 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 1.93%. 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 Medium & High respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Construction Services.

Some of the similar funds are DSP Top 100 Equity Fund Regular Plan Growth, Tata Large Cap Fund Growth, Franklin India Bluechip Fund Growth, Sundaram Large Cap Fund Reg Gr, Quant Large Cap Fund Regular Growth. Sundaram Large Cap Fund Reg Gr has a sharpe ratio of 0.34 & a standard deviation of 12.73%.