Mutual Fund Research

Sundaram Large Cap Fund-Reg(G)

As on Feb-23-2024 change fund
19.26  up0.05 (0.24%)

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 year2020-20212021-20222022-20232023-2024
NAV in Rs (as on 23-Feb-2024)12.2814.6814.6319.26
Net Assets(Rs Crores) (as on 23-Feb-2024) 982.45 3111.47 2839.58 3314.86
Scheme Returns(%)(Absolute)22.7918.08-1.3731.12
B'mark Returns(%)(Absolute)NANANANA
Category Rank210/218132/20415/3321/32
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202411.284.1710.01NA
2022-2023-9.009.125.66-5.01
2021-20228.5412.11-0.93-0.83
2020-2021NANANA5.75
Top 10 holdings
company (%)
Reliance Industries Ltd.8.98 
HDFC Bank Ltd.8.11 
ICICI Bank Ltd.7.71 
Larsen & Toubro Ltd.6.32 
Infosys Ltd.6.04 
Sun Pharmaceutical Industries...4.18 
Axis Bank Ltd.3.75 
State Bank Of India3.65 
Bharti Airtel Ltd.2.65 
Tata Consultancy Services Ltd.2.35 

Category

Large Cap Fund

Launch Date

30-Jul-02

Scheme Benchmark

NA

AUM ( in Cr.)

3,314.86

portfolio price to book value

7.39

investing style?

Large Growth

fund manager?

Sudhir Kedia,Ravi Gopalakrishnan

inception date (regular plan)

30-Jul-02

expense ratio (regular plan) %

1.93

Top 10 sectors
sectors (%)
Bank - Private22.63
IT - Software12.61
Refineries8.98
Pharmaceuticals & Drugs7.36
Engineering - Construction6.32
Bank - Public3.98
Consumer Food3.75
Household & Personal Products2.82
Finance - NBFC2.70
Telecommunication - Service Provider2.65

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

to go
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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-20203,314.8630.5116.17NANA21.41
Nippon India Large Cap Fund(G)Large-Growth 08-Aug-200721,453.9841.6223.2818.8317.8813.11
ICICI Pru Bluechip Fund(G)Large-Growth 23-May-200849,837.7839.0020.4319.0616.8015.31
HDFC Top 100 Fund(G)Large-Growth 03-Sep-199630,979.8737.4520.1117.4216.2119.19
JM Large Cap Fund-Reg(G)Large-Growth 01-Apr-199580.7743.5220.1117.4015.139.66
Invesco India Largecap Fund(G)Large-Growth 21-Aug-2009925.4138.4318.1216.9015.5812.97
Baroda BNP Paribas Large Cap Fund-Reg(G)Large-Growth 23-Sep-20041,743.1437.1617.6118.9416.6016.48
Taurus Large Cap Fund-Reg(G)Large-Growth 28-Feb-199541.8446.1617.2615.3013.0510.67
Tata Large Cap Fund-Reg(G)Large-Growth 07-May-19981,888.0133.0917.0616.8214.4019.37
Edelweiss Large Cap Fund-Reg(G)Large-Growth 20-May-2009717.8833.0716.8817.3015.6514.49
Aditya Birla SL Frontline Equity Fund(G)Large-Growth 30-Aug-200226,046.4132.0716.8516.4915.5619.37
Bandhan Large Cap Fund-Reg(G)Large-Growth 09-Jun-20061,329.5537.6216.5716.7413.7111.24
Union Largecap Fund-Reg(G)Large-Growth 11-May-2017294.0733.0716.1716.51NA11.98
Kotak Bluechip Fund(G)Large-Growth 04-Feb-20037,446.8229.4716.0717.5315.7419.21
DSP Top 100 Equity Fund-Reg(G)Large-Growth 10-Mar-20033,356.7634.1915.8015.4413.4919.07
HSBC Large Cap Fund(G)Large-Growth 10-Dec-20021,706.0135.2015.5416.8314.5819.29
Groww Largecap Fund-Reg(G)Large-Growth 10-Feb-2012114.2933.2615.3814.3313.4911.80
Mahindra Manulife Large Cap Fund-Reg(G)Large-Growth 15-Mar-2019352.8831.3515.33NANA15.12
Canara Rob Bluechip Equity Fund-Reg(G)Large-Growth 20-Aug-201011,823.3029.8714.8018.2415.9013.17
SBI BlueChip Fund-Reg(G)Large-Growth 20-Jan-200643,272.9824.9414.4016.8215.9612.04
ITI Large Cap Fund-Reg(G)Large-Growth 24-Dec-2020239.1937.4914.17NANA16.39
UTI Large Cap Fund-Reg(G)Large-Growth 03-Aug-200512,081.6626.2614.1115.7914.8713.40
Mirae Asset Large Cap Fund-Reg(G)Large-Growth 04-Apr-200837,903.9623.8513.5515.2116.8115.30
Franklin India Bluechip Fund(G)Large-Growth 01-Dec-19937,465.0729.4213.2614.8313.9119.35
PGIM India Large Cap Fund(G)Large-Growth 30-Jan-2003537.2624.7012.5314.2113.7517.54
LIC MF Large Cap Fund-Reg(G)Large-Growth 31-Mar-19981,368.3923.8612.3414.5212.9810.36
Axis Bluechip Fund-Reg(G)Large-Growth 05-Jan-201032,675.2726.1010.7614.6014.8812.52
Quant Large Cap Fund-Reg(G)Large-Growth 10-Aug-2022535.1054.32NANANA26.70
Bank of India Bluechip Fund-Reg(G)Large-Growth 29-Jun-2021122.4144.59NANANA15.97
WOC Large Cap Fund-Reg(G)Large-Growth 01-Dec-2022391.1135.13NANANA18.70
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