Mutual Fund Research

Sundaram Large Cap Fund-Reg(G)

As on Jan-19-2022 change fund
15.20  up-0.14 (-0.90%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-2022
NAV in Rs (as on 19-Jan-2022)12.2815.20
Net Assets(Rs Crores) (as on 19-Jan-2022) 982.45 3165.75
Scheme Returns(%)(Absolute)22.7922.29
B'mark Returns(%)(Absolute)76.1921.25
Category Rank210/218137/201
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2021-20228.5412.11-0.93NA
2020-2021NANANA5.75
Top 10 holdings
company (%)
Infosys Ltd.9.36 
ICICI Bank Ltd.8.23 
HDFC Bank Ltd.7.35 
Tata Consultancy Services Ltd.6.09 
Reliance Industries Ltd.5.79 
Larsen & Toubro Ltd.4.79 
State Bank Of India4.65 
Axis Bank Ltd.3.76 
HCL Technologies Ltd.3.70 
Housing Development Finance Co...3.69 

Category

Market Cap Fund

Launch Date

08-Oct-20

Scheme Benchmark

NA

AUM ( in Cr.)

3,165.75

portfolio price to book value

6.72

investing style?

Large Growth

fund manager?

Rahul Baijal,S. Bharath

inception date (regular plan)

08-Oct-20

expense ratio (regular plan) %

2.24

Top 10 sectors
sectors (%)
IT - Software21.61
Bank - Private20.84
Refineries6.85
Engineering - Construction4.79
Bank - Public4.65
Pharmaceuticals & Drugs3.93
Finance - Housing3.69
Household & Personal Products3.04
Telecommunication - Service Provider2.42
Finance - NBFC2.37

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Large Cap Fund-Reg(G)Large-Growth 08-Oct-20203,165.7526.16NANANA38.63
Canara Rob Bluechip Equity Fund-Reg(G)Large-Growth 20-Aug-20105,690.5924.0622.1118.7015.8313.56
IDBI India Top 100 Equity Fund(G)Large-Growth 15-May-2012562.8630.7521.1815.36NA15.59
Axis Bluechip Fund-Reg(G)Large-Growth 05-Jan-201034,583.6721.6020.7519.8917.0213.76
UTI Mastershare-Reg(G)Large-Growth 03-Aug-20059,703.3128.3420.5616.9415.2914.14
Kotak Bluechip Fund(G)Large-Growth 04-Feb-20033,651.8726.0020.5116.1915.1720.04
BNP Paribas Large Cap Fund(G)Large-Growth 23-Sep-20041,245.2822.1519.9016.5516.2516.62
Invesco India Largecap Fund(G)Large-Growth 21-Aug-2009466.9432.7619.3516.2615.3713.16
LIC MF Large Cap Fund-Reg(G)Large-Growth 31-Mar-1998642.6224.6019.1215.3014.1910.70
SBI BlueChip Fund-Reg(G)Large-Growth 20-Jan-200631,773.7523.9819.0615.0617.1412.12
Union Largecap Fund-Reg(G)Large-Growth 11-May-2017216.7526.4919.01NANA12.16
Mirae Asset Large Cap Fund-Reg(G)Large-Growth 04-Apr-200831,128.9525.3119.0017.2718.3316.35
HSBC Large Cap Equity Fund(G)Large-Growth 10-Dec-2002793.0721.4118.8015.1113.7020.06
ICICI Pru Bluechip Fund(G)Large-Growth 23-May-200830,898.9427.7218.6616.0916.0014.98
IDFC Large Cap Fund-Reg(G)Large-Growth 09-Jun-2006979.6024.3018.5215.8013.6211.08
Edelweiss Large Cap Fund-C(G)Large-Growth 20-May-2009311.2022.3118.4016.6215.5114.45
Tata Large Cap Fund(G)Large-Growth 07-May-19981,115.7230.1318.3014.8714.4419.97
L&T India Large Cap Fund-Reg(G)Large-Growth 23-Oct-2007729.7323.7218.0014.6414.0810.55
Navi Large Cap Equity Fund-Reg(G)Large-Growth 28-Sep-2011108.1825.2017.5414.2813.8912.98
Aditya Birla SL Frontline Equity Fund(G)Large-Growth 30-Aug-200221,840.8526.2917.4014.5516.1820.10
Baroda Large Cap Fund(G)Large-Growth 22-Jun-201050.9220.9317.4013.0011.437.17
Franklin India Bluechip Fund(G)Large-Growth 01-Dec-19936,735.0226.9717.3713.6813.7620.09
PGIM India Large Cap Fund(G)Large-Growth 30-Jan-2003362.0118.6716.7313.9714.1718.50
JM Large Cap Fund(G)Large-Growth 01-Apr-199551.1123.0416.0313.1612.679.02
Nippon India Large Cap Fund(G)Large-Growth 08-Aug-200711,016.7730.2615.7615.3916.3011.98
HDFC Top 100 Fund(G)Large-Growth 03-Sep-199620,965.6626.5615.0613.9614.3219.24
DSP Top 100 Equity Fund-Reg(G)Large-Growth 10-Mar-20032,813.3017.2515.0511.9112.2219.63
Indiabulls Blue Chip Fund-Reg(G)Large-Growth 10-Feb-2012100.9019.6314.1713.14NA11.58
Taurus Largecap Equity Fund-Reg(G)Large-Growth 28-Feb-199532.7718.7413.6910.8210.9610.29
Mahindra Manulife Large Cap Pragati Yojana-Reg(G)Large-Growth 15-Mar-2019138.2027.56NANANA18.28
ITI Large Cap Fund-Reg(G)Large-Growth 24-Dec-2020202.7420.16NANANA23.83
BOI AXA Bluechip Fund-Reg(G)Large-Growth 29-Jun-2021129.28NANANANA12.00
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id : assist@reliabullwealth.com

OUR OFFICE

ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

Subscribe

For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.