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About
Fund Name:
Sundaram Large Cap Fund Dir Gr
Inception Date:
10/08/20
Type:
Equity
NAV:
₹9.24
Expense Ratio:
0.72%
AUM:
₹3,062.98 Cr
Min SIP:
₹100
Fund Manager:
Ashwin Jain
Fund Benchmark:
Nifty 100 TR INR
Exit Load:
1.00% - 0-1 years; 0.00% - >1 years
Fund Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Returns
5Y Returns (CAGR):
10.29%
5Y Benchmark Returns (CAGR):
11.18%
3Y Returns (CAGR):
8.95%
3Y Benchmark Returns (CAGR):
10.16%
1Y Returns (CAGR):
'-1.12%
1Y Benchmark Returns (CAGR):
'-0.83%
Advanced Ratios
3Y Alpha:
-0.48
3Y Beta:
0.88
3Y Sharpe:
0.28
3Y Tracking Error:
2.92
3Y Standard Deviation:
12.82
Holdings
ICICI Bank Ltd
Axis Bank Ltd
HDFC Bank Ltd
Bharti Airtel Ltd
State Bank of India
Reliance Industries Ltd
Larsen & Toubro Ltd
Avenue Supermarts Ltd
Craftsman Automation Ltd
Infosys Ltd
7.53%
6.57%
6.18%
5.91%
5.42%
4.27%
3.76%
3.70%
3.37%
3.35%
Holdings Analysis
Top 10 Holdings:
50.05%
Stocks:
95.53%
Cash:
4.47%
Bond:
0.00%