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About
Fund Name:
Sundaram Large Cap Fund Dir Gr
Inception Date:
10-08-2020
Type:
Equity
NAV:
₹21.69
Expense Ratio:
0.73%
AUM:
₹3,062.61 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):
11.77%
5Y Benchmark Returns (CAGR):
12.35%
3Y Returns (CAGR):
10.28%
3Y Benchmark Returns (CAGR):
11.59%
1Y Returns (CAGR):
-4.1%
1Y Benchmark Returns (CAGR):
-3.05%
Advanced Ratios
3Y Alpha:
-0.63
3Y Beta:
0.88
3Y Sharpe:
0.42
3Y Tracking Error:
2.79
3Y Standard Deviation:
12.93
Holdings
HDFC Bank Ltd
ICICI Bank Ltd
Axis Bank Ltd
Bharti Airtel Ltd
State Bank of India
Reliance Industries Ltd
Infosys Ltd
Avenue Supermarts Ltd
Larsen & Toubro Ltd
TVS Motor Co Ltd
8.01%
6.92%
6.19%
6.02%
5.64%
4.72%
3.96%
3.88%
3.64%
3.18%
Holdings Analysis
Top 10 Holdings:
52.15%
Stocks:
96.0%
Cash:
4.0%
Bond:
0.0%