Sundaram Large Cap Fund – Direct Growth

Equity · Large Cap
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.57 %
Expense Ratio
★★★★
Rating
3,061
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 03 October 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.1% - - 21.4%
Category Average 14.5% 20.2% 13.3% -

Scheme Allocation

By Holding
By Sector
By Asset
9.44%
7.78%
6.17%
Others
62.47%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 9.44%
Reliance Industr Refineries Equity 8.2%
ICICI Bank Banks Equity 7.78%
Infosys IT - Software Equity 6.17%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.93%
St Bk of India Banks Equity 4.94%
Sun Pharma.Inds. Pharmaceuticals Equity 3.74%
Axis Bank Banks Equity 3.71%
Maruti Suzuki Automobile Equity 2.35%
Hind. Unilever FMCG Equity 2.34%
Bharti Airtel Telecomm-Service Equity 2.28%
TCS IT - Software Equity 2.26%
Ashok Leyland Automobile Equity 2.07%
Bajaj Finserv Finance Equity 1.85%
IndusInd Bank Banks Equity 1.79%
Cipla Pharmaceuticals Equity 1.74%
Tata Motors-DVR Automobile Equity 1.71%
Varun Beverages FMCG Equity 1.67%
NTPC Power Generation & Distribution Equity 1.49%
Cholaman.Inv.&Fn Finance Equity 1.43%
Interglobe Aviat Air Transport Service Equity 1.34%
ITC Tobacco Products Equity 1.27%
Dr Reddy's Labs Pharmaceuticals Equity 1.21%
LTIMindtree IT - Software Equity 1.12%
HCL Technologies IT - Software Equity 1.1%
United Spirits Alcoholic Beverages Equity 1.07%
UltraTech Cem. Cement Equity 1.06%
Nestle India FMCG Equity 1.01%
Titan Company Diamond, Gems and Jewellery Equity 0.96%
Sona BLW Precis. Auto Ancillaries Equity 0.96%
P & G Hygiene FMCG Equity 0.87%
Bajaj Finance Finance Equity 0.87%
Asian Paints Paints/Varnish Equity 0.85%
Tata Consumer Plantation & Plantation Products Equity 0.83%
Jio Financial Finance Equity 0.8%
Avenue Super. Retail Equity 0.77%
Kotak Mah. Bank Banks Equity 0.75%
Tech Mahindra IT - Software Equity 0.73%
Hindalco Inds. Non Ferrous Metals Equity 0.7%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.67%
Alkem Lab Pharmaceuticals Equity 0.62%
SBI Life Insuran Insurance Equity 0.6%
Coforge IT - Software Equity 0.59%
Havells India Consumer Durables Equity 0.57%
Britannia Inds. FMCG Equity 0.55%
Dalmia BharatLtd Cement Equity 0.4%
A B B Capital Goods - Electrical Equipment Equity 0.37%
Tata Steel Steel Equity 0.32%
Marico FMCG Equity 0.31%
Apollo Hospitals Healthcare Equity 0.3%
Canara Bank Banks Equity 0.24%
Tata Motors Automobile Equity 0.12%
NIIT Learning IT - Software Equity 0.11%
Banks
29.78%
IT-Software
10.61%
Petroleum Products
8.45%
Pharmaceuticals & Biotech
7.32%
Construction
5.72%
Others
38.11%
View all Sectors
Sectors Asset
Banks 29.78%
IT-Software 10.61%
Petroleum Products 8.45%
Pharmaceuticals & Biotech 7.32%
Construction 5.72%
Finance 4.97%
Automobiles 4.81%
Diversified FMCG 3.64%
Debt 2.75%
Beverages 2.51%
Telecom-Services 2.31%
Consumer Durables 2.3%
Agricultural, Commercial 2.22%
Power 1.44%
Retailing 1.44%
Transport Services 1.38%
Insurance 1.26%
Agricultural Food & other 1.13%
Auto Components 1.07%
Cement & Cement Products 1.03%
Personal Products 0.84%
Electrical Equipments 0.72%
Non-Ferrous Metals 0.68%
Food Products 0.58%
Cash & Others 0.43%
Ferrous Metals 0.31%
Healthcare Services 0.31%
Equity
96.94%
Reverse Repos
2.98%
Net Curr Ass/Net Receivables
0.08%
Corporate Debentures
0%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
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:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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 ₹17.7 as of 03 October 2023.

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 - 29.78%
  2. IT-Software - 10.61%
  3. Petroleum Products - 8.45%
  4. Pharmaceuticals & Biotech - 7.32%
  5. Construction - 5.72%

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 21.4% 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 0.57 % as of 03 October 2023.

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

The AUM of Sundaram Large Cap Fund – Direct Growth is ₹45,611 Cr as of 03 October 2023

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. HDFC Bank - 9.44%
  2. Reliance Industr - 8.2%
  3. ICICI Bank - 7.78%
  4. Infosys - 6.17%
  5. Larsen & Toubro - 5.93%

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