Sundaram Large Cap Fund - Growth - Direct Plan

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  • 0.2 %Nav, as on 30-01-2025

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  • Net Change on 30-01-2025

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  • Assets (Cr.)

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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 12.29 16.55 18.70 0.91 63,264.30
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 12.65 13.72 16.25 0.81 49,682.86
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 10.85 11.38 15.07 0.59 38,751.62
HDFC Large Cap Fund -Direct Plan - Growth Option Dec 31, 2012 8.42 16.39 17.41 1.01 35,974.91
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 13.56 19.43 19.32 0.66 35,699.99

Fund Holdings as on 31-December-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Dr. Reddys Laboratories Ltd

  • Bharti Airtel Ltd

  • Sundaram Liquid Fund - Direct Growth

  • State Bank of India

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • TREPS

  • Tech Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Varun Beverages Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Interglobe Aviation Ltd

  • TVS Motor Company Ltd

  • NTPC LTD

  • Hindalco Industries Ltd

  • Bajaj Auto Ltd

  • HCL Technologies Ltd

  • IndusInd Bank Ltd

  • Zomato Ltd

  • Jubilant Foodworks Ltd

  • Info Edge (India) Ltd

  • United Spirits Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Kajaria Ceramics Ltd

  • SBI Life Insurance Company Ltd

  • Titan Company Ltd

  • TATA Consumer Products Ltd

  • KEI Industries Ltd

  • Craftsman Automation Ltd

  • Hyundai Motor India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Refineries

  • Telecommunication - Service Provider

  • Miscellaneous

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Insurance

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Airlines

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • e-Commerce

  • BPO/ITeS

  • Breweries & Distilleries

  • Ceramics/Marble/Granite/Sanitaryware

  • Port

  • Diamond & Jewellery

  • Tea/Coffee

  • Cable

  • Auto Ancillary

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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 ₹3,407.17 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 up ₹0.04(0.2%)yesterday to ₹21.3541.

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