Sundaram Large Cap Fund Reg Gr

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Equity
Large-Cap
Rating 4
Plan

18.00 +0.06 (0.34%) NAV as on 08 Dec, 2023

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2993.56
CAGR 13.68%
Exit Load1.00%
Expense ratio1.92%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2020-10-08

Asset Allocation

Holdings As On - 11 December 2023

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
271.53
9.07%

Reliance Industries
238.63
7.97%

ICICI Bank
227.47
7.60%

Larsen & Toubro
192.46
6.43%

Infosys
180.09
6.02%

State Bank Of India
131.10
4.38%

Axis Bank
114.39
3.82%

Maruti Suzuki India
74.83
2.50%

Bharti Airtel
74.62
2.49%

Peer Comparison

Fund Name
Kotak Bluechip Growth15.56%
Tata Large Cap Fund Growth16.62%
Franklin India Bluechip Fund Growth13.72%
DSP Top 100 Equity Fund Regular Plan Growth20.55%
Sundaram Large Cap Fund Reg Gr13.68%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.91
Std Deviation 12.81%
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 2993.56 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 HDFC Bank, Reliance Industries, ICICI 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 Kotak Bluechip 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 0.91 & a standard deviation of 12.81%.