Sundaram Large Cap Fund – Direct Growth

Equity · Large Cap
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.63 %
Expense Ratio
★★★★
Rating
3,314
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.2% 18% - 23.3%
Category Average 33.5% 16.9% 16.9% -

Scheme Allocation

By Holding
By Sector
By Asset
8.11%
7.71%
6.04%
Others
62.84%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 8.98%
HDFC Bank Banks Equity 8.11%
ICICI Bank Banks Equity 7.71%
Larsen & Toubro Infrastructure Developers & Operators Equity 6.32%
Infosys IT - Software Equity 6.04%
Sun Pharma.Inds. Pharmaceuticals Equity 4.18%
Axis Bank Banks Equity 3.75%
St Bk of India Banks Equity 3.65%
Bharti Airtel Telecomm-Service Equity 2.65%
TCS IT - Software Equity 2.35%
Tata Motors-DVR Automobile Equity 2.31%
Maruti Suzuki Automobile Equity 2.21%
Hind. Unilever FMCG Equity 1.95%
NTPC Power Generation & Distribution Equity 1.88%
Bajaj Finserv Finance Equity 1.87%
IndusInd Bank Banks Equity 1.84%
Varun Beverages FMCG Equity 1.83%
UltraTech Cem. Cement Equity 1.81%
Cipla Pharmaceuticals Equity 1.73%
Interglobe Aviat Air Transport Service Equity 1.5%
Cholaman.Inv.&Fn Finance Equity 1.4%
HCL Technologies IT - Software Equity 1.36%
Tech Mahindra IT - Software Equity 1.36%
Bajaj Finance Finance Equity 1.3%
Kotak Mah. Bank Banks Equity 1.21%
ITC Tobacco Products Equity 1.18%
Asian Paints Paints/Varnish Equity 1.16%
United Spirits Alcoholic Beverages Equity 1.07%
Titan Company Diamond, Gems and Jewellery Equity 1.06%
Nestle India FMCG Equity 1.06%
Tata Consumer Plantation & Plantation Products Equity 1.03%
LTIMindtree IT - Software Equity 0.99%
Dr Reddy's Labs Pharmaceuticals Equity 0.96%
Ashok Leyland Automobile Equity 0.96%
Sona BLW Precis. Auto Ancillaries Equity 0.92%
P & G Hygiene FMCG Equity 0.87%
Hindalco Inds. Non Ferrous Metals Equity 0.81%
Jio Financial Finance Equity 0.78%
Avenue Super. Retail Equity 0.72%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.71%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.63%
SBI Life Insuran Insurance Equity 0.6%
Britannia Inds. FMCG Equity 0.6%
NIIT Learning IT - Software Equity 0.53%
Havells India Consumer Durables Equity 0.5%
Adani Ports Marine Port & Services Equity 0.49%
Alkem Lab Pharmaceuticals Equity 0.48%
Apollo Hospitals Healthcare Equity 0.36%
Tata Steel Steel Equity 0.33%
Canara Bank Banks Equity 0.33%
Marico Edible Oil Equity 0.26%
A B B Capital Goods - Electrical Equipment Equity 0.25%
Dalmia BharatLtd Cement Equity 0.22%
Tata Motors Automobile Equity 0.16%
Banks
26.6%
IT-Software
12.08%
Petroleum Products
8.98%
Pharmaceuticals & Biotech
7.36%
Construction
6.32%
Others
38.66%
View all Sectors
Sectors Asset
Banks 26.6%
IT-Software 12.08%
Petroleum Products 8.98%
Pharmaceuticals & Biotech 7.36%
Construction 6.32%
Finance 5.35%
Automobiles 4.68%
Diversified FMCG 3.13%
Beverages 2.91%
Consumer Durables 2.72%
Telecom-Services 2.65%
Retailing 2.07%
Cement & Cement Products 2.03%
Power 1.88%
Food Products 1.65%
Transport Services 1.5%
Agricultural Food & other 1.29%
Agricultural, Commercial 0.96%
Auto Components 0.92%
Debt 0.91%
Personal Products 0.87%
Non-Ferrous Metals 0.81%
Insurance 0.6%
Other Consumer Services 0.53%
Transport Infrastructure 0.49%
Healthcare Services 0.36%
Ferrous Metals 0.33%
Electrical Equipments 0.25%
Cash & Others -0.24%
Equity
99.33%
Reverse Repos
0.91%
Corporate Debentures
0%
Net Curr Ass/Net Receivables
-0.24%
Others
0%

Advance Ratio

1.95
Alpha
3.68
SD
0.92
Beta
0.95
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.

Fund Objective

The scheme seek to generate capital appreciation by investing in large cap stocks.

Fund Managers

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

More Funds from Sundaram Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Sundaram Large Cap Fund – Direct Growth ?

You can invest in Sundaram Large Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Large Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Large Cap Fund – Direct Growth ?

The NAV of Sundaram Large Cap Fund – Direct Growth is ₹20.2 as of 26 February 2024.

How to redeem Sundaram Large Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Large Cap Fund – Direct Growth?

The minimum SIP amount of Sundaram Large Cap Fund – Direct Growth is ₹100

What are the top sectors Sundaram Large Cap Fund – Direct Growth has invested in?

The top sectors Sundaram Large Cap Fund – Direct Growth has invested in are
  1. Banks - 26.6%
  2. IT-Software - 12.08%
  3. Petroleum Products - 8.98%
  4. Pharmaceuticals & Biotech - 7.36%
  5. Construction - 6.32%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Large Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Large Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Large Cap Fund – Direct Growth generated ?

The Sundaram Large Cap Fund – Direct Growth has delivered 23.3% since inception

What is the expense ratio of Sundaram Large Cap Fund – Direct Growth ?

The expense ratio of Sundaram Large Cap Fund – Direct Growth is 0.63 % as of 26 February 2024.

What is the AUM of Sundaram Large Cap Fund – Direct Growth?

The AUM of Sundaram Large Cap Fund – Direct Growth is ₹49,195 Cr as of 26 February 2024

What are the top stock holdings of Sundaram Large Cap Fund – Direct Growth?

The top stock holdings of Sundaram Large Cap Fund – Direct Growth are
  1. Reliance Industr - 8.98%
  2. HDFC Bank - 8.11%
  3. ICICI Bank - 7.71%
  4. Larsen & Toubro - 6.32%
  5. Infosys - 6.04%

How can I redeem my investments in Sundaram Large Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Large Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now