investment@revazcapital.com
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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large Cap
Launch Date: 01-10-2020
AUM:
₹ 3,394.2 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 100 TRI
ISIN
INF903JA1JB2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM - Ashwin Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) | -9.1 | 3.97 | 5.34 |
| NIFTY 100 TRI | 9.61 | 14.87 | 14.03 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.556
Last change
-0.11 (-0.7213%)
Fund Size (AUM)
₹ 3,394.2 Cr
Performance
8.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund Manager
FM - Ashwin Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.44 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.89 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.05 |
| INFOSYS LIMITED EQ FV RS 5 | 4.91 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.67 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.77 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.68 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.57 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.33 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 3.23 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.12 |
| Automobile and Auto Components | 10.07 |
| Oil, Gas & Consumable Fuels | 9.53 |
| Information Technology | 8.95 |
| Consumer Services | 8.61 |
| Telecommunication | 6.05 |
| Healthcare | 5.48 |
| Fast Moving Consumer Goods | 4.07 |
| Construction | 3.33 |
| Services | 2.52 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Large Cap Reg IDCW Reinv | 5.34 |
| ICICI Pru Large Cap Fund Gr | 16.76 |
| BAJAJ FINSERV LARGE CAP FUND Reg Gr | 0.0 |
| SBI Large Cap FUND Reg PLAN Gr | 13.8 |
| Mirae Asset Large Cap Gr | 12.68 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| ABSL Large Cap Fund Gr | 14.52 |
| Franklin India Large Cap Fund Gr | 13.8 |
| Bandhan Large Cap Reg Gr | 14.04 |
| Mahindra Manulife Large Cap Fund Reg Gr | 13.49 |
