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Sundaram Large Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House :
  • NAV
    : ₹ 15.8926 -0.52%
    (as on 02nd December, 2022)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Very High

The fund has 95.66% investment in domestic equities of which 73.71% is in Large Cap stocks, 8.37% is in Mid Cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

Crisil Rank Change : Fund Crisil rank was updated from 3 to 2 in the previous quarter.

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Returns (NAV as on 02nd December, 2022)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 25-Nov-22 10102.90 1.03% - 1.15% 22/32
1 Month 02-Nov-22 10310.80 3.11% - 2.67% 11/32
3 Month 02-Sep-22 10670.30 6.70% - 5.23% 6/32
6 Month 02-Jun-22 11350.30 13.50% - 12.55% 6/31
YTD 31-Dec-21 10736.70 7.37% - 5.54% 8/31
1 Year 02-Dec-21 10736.00 7.36% 7.36% 5.66% 9/31
2 Year 02-Dec-20 14510.70 45.11% 20.46% 19.07% 9/29
Since Inception 01-Oct-20 15892.60 58.93% 23.80% 14.36% 1/32

SIP Returns (NAV as on 02nd December, 2022)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 02-Dec-21 12000 13089.23 9.08 % 17.2 %
2 Year 02-Dec-20 24000 27791.99 15.8 % 14.79 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 31st Oct,2022)

Portfolio Turnover Ratio : 53.00%  |   Category average turnover ratio is 144.63%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 95.66% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.66%
No of Stocks : 50 (Category Avg - 49.32) | Large Cap Investments : 73.71%| Mid Cap Investments : 8.37% | Small Cap Investments : 0% | Other : 13.6%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
ICICI Bank Ltd. Banks 2761.5 8.88% -0.55% 9.95% (Jul 2022) 8.11% (Nov 2021) 30.39 L -2.04 L
HDFC Bank Ltd. Banks 2433.6 7.83% 0.03% 8.23% (Jun 2022) 7.35% (Dec 2021) 16.26 L 0.00
Reliance Industries Ltd. Refineries/marketing 2315 7.45% 0.16% 8.02% (Apr 2022) 5.05% (Nov 2021) 9.08 L 0.00
Infosys Ltd. Computers - software 1946.7 6.26% -0.26% 9.41% (Feb 2022) 6.26% (Oct 2022) 12.66 L -1.00 L
Housing Development Finance Corporation Ltd. Housing finance 1921.5 6.18% 0.17% 6.19% (Aug 2022) 3.69% (Dec 2021) 7.78 L 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 1460.7 4.70% -0.29% 5.01% (Aug 2022) 4.4% (Jun 2022) 7.22 L -0.78 L
Sun Pharmaceutical Industries Ltd. Pharmaceuticals 1350.4 4.34% -0.10% 4.74% (Jul 2022) 1.05% (Nov 2021) 13.28 L -0.60 L
State Bank Of India Banks 1307.7 4.21% -0.06% 4.75% (Nov 2021) 3.76% (May 2022) 22.79 L -1.01 L
Axis Bank Ltd. Banks 1290.9 4.15% 0.45% 4.15% (Oct 2022) 3.36% (Jun 2022) 14.25 L -0.70 L
Bharti Airtel Ltd. Telecom - services 1094.9 3.52% -0.55% 4.12% (Jun 2022) 2.42% (Dec 2021) 13.16 L -1.91 L
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 4.12%
Net Receivables Net Receivables 0.11%
Housing Development Finance Corporation Ltd. - Warrants Warrants 0.11%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st May, 2021)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Large Cap Fund - Growth 5 12534.46 2.39 5.96 16.36 14.24 17.17
HDFC Top 100 Fund - Growth 4 22709.44 3.26 7.08 13.88 13.53 15.66
ICICI Prudential Bluechip Fund - Growth 5 34823.28 3.18 7.43 13.74 10.49 17.70
Taurus Largecap Equity Fund - Growth 5 34.09 3.04 1.71 14.77 10.44 13.57
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth 3 1397.72 3.14 6.55 13.14 7.85 15.68
IDBI India Top 100 Equity Fund - Growth 4 633.59 2.79 4.94 12.86 7.52 17.97
SBI Blue Chip Fund - Regular Plan - Growth 4 34730.27 2.50 5.12 13.04 7.47 16.63
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth 4 22276.50 3.28 5.91 13.07 7.20 16.23
Indiabulls Bluechip Fund - Regular Plan - Growth 2 99.75 3.89 6.79 13.31 7.16 11.49
Edelweiss Large Cap Fund - Growth 4 375.23 3.23 6.62 13.37 6.97 15.93

More Funds from

Out of 68 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 1 is/are ranked 4 * , 10 is/are ranked 3 * , 5 is/are ranked 2 * , 5 is/are ranked 1 * , and 45 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Growth (Adjusted NAV) NA 7472.63 0.00 0.00 0.00 0.00 0.00
Sundaram Mid Cap Fund - Growth 3 7472.63 1.70 2.25 16.31 9.07 18.86
Sundaram Large and Mid Cap Fund - Growth (Adjusted NAV) NA 5243.39 0.00 0.00 0.00 0.00 0.00
Sundaram Large and Mid Cap Fund - Growth 3 5243.39 1.90 3.03 12.99 3.35 15.89
Sundaram Aggressive Hybrid Fund - Growth 3 3131.90 2.26 4.29 11.19 5.54 15.40
Sundaram Aggressive Hybrid Fund - Growth (Adjusted NAV) NA 3131.90 0.00 0.00 0.00 0.00 0.00
Sundaram Large Cap Fund - Regular Plan - Growth 2 3108.64 3.11 6.70 13.50 7.36 0.00
Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted NAV) NA 3108.64 0.00 0.00 0.00 0.00 0.00
Sundaram Liquid Fund - Growth 2 2465.81 0.52 1.48 2.74 4.55 3.87
Sundaram Services Fund - Growth NA 2360.76 3.03 6.00 14.08 5.48 22.07

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