Sundaram Large Cap Fund - Growth - Direct Plan

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  • (-0.3%)Nav, as on 12-03-2025

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  • Net Change on 12-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 3.25 16.66 21.33 0.93 60,177.20
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 6.01 13.65 18.60 0.88 46,139.85
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 4.82 11.54 17.25 0.55 35,532.55
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 3.59 19.44 22.55 0.74 34,211.60
Axis Bluechip Fund - Direct Plan - Growth Jan 01, 2013 Unrated 2.94 9.33 13.60 0.72 30,517.08

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Dr. Reddys Laboratories Ltd

  • IndusInd Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • State Bank of India

  • Tech Mahindra Ltd

  • Maruti Suzuki India Ltd

  • Hindalco Industries Ltd

  • Interglobe Aviation Ltd

  • Avenue Supermarts Ltd

  • Ultratech Cement Ltd

  • TVS Motor Company Ltd

  • NTPC LTD

  • Bajaj Auto Ltd

  • Varun Beverages Ltd

  • TREPS

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Craftsman Automation Ltd

  • HCL Technologies Ltd

  • Jubilant Foodworks Ltd

  • Zomato Ltd

  • Info Edge (India) Ltd

  • SBI Life Insurance Company Ltd

  • TATA Consumer Products Ltd

  • United Spirits Ltd

  • Titan Company Ltd

  • KEI Industries Ltd

  • Kajaria Ceramics Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Insurance

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Consumer Food

  • Automobiles - Passenger Cars

  • Metal - Non Ferrous

  • Airlines

  • Cement & Construction Materials

  • Retailing

  • Power Generation/Distribution

  • Miscellaneous

  • Auto Ancillary

  • e-Commerce

  • BPO/ITeS

  • Tea/Coffee

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

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Fund Manager

  • Cash

  • Equity

  • MFU

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About Sundaram Large Cap Fund

Scheme Analysis

Sundaram Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Oct-2020 and currently has an AUM of ₹3,127.57 crore. Sundaram Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Large Cap Fund ended down ₹-0.06(-0.3%)yesterday to ₹20.421.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large Cap Fund is managed by S. Bharath and Ashwin Jain.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156