#
12.7008
15.542
1
1 Lakh
Investment Grown toSuitability:
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund Reg-G | -8.04 | 2.66 | 2.36 | -5.63 | -6.57 | -10.44 | 8.39 | 10.82 | 11.42 | 10.26 | 12.93 |
| S&P BSE 100 TRI | -5.51 | 2.64 | 3.01 | -5.67 | -5.04 | -7.99 | 10.68 | 13.10 | 12.63 | 11.40 | 14.54 |
| Equity: Large Cap | -7.17 | 2.41 | 2.78 | -6.12 | -5.81 | -9.16 | 8.74 | 12.03 | 11.39 | 10.04 | 13.52 |
| Rank within category | 85 | 59 | 120 | 77 | 111 | 88 | 73 | 88 | 47 | 32 | 39 |
| Number of funds in category | 131 | 143 | 143 | 143 | 136 | 128 | 117 | 103 | 81 | 66 | 57 |
As on 20-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund - Regular Plan | # |
Jul-02 | 8.39 | 10.82 | 11.42 | 1.91% | 3,038 |
| Axis Bluechip Fund |  |
Jan-10 | 1.93 | 10.99 | 13.12 | 1.63% | 34,909 |
| Mirae Asset Large Cap Fund - Regular Plan | Invest Online | |
Apr-08 | 8.56 | 12.04 | 11.70 | 1.57% | 31,722 |
| ICICI Prudential Bluechip Fund | Invest Now | |
May-08 | 11.79 | 12.82 | 11.66 | 1.77% | 31,235 |
| UTI Mastershare Fund - Regular Plan | Invest Online | |
Oct-86 | 7.91 | 13.07 | 11.38 | 1.62% | 9,669 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 9.17 | 29-Jan-2021 - 05-Feb-2021 | -6.17 | 28-Feb-2022 - 07-Mar-2022 |
| Month | 12.24 | 07-Mar-2022 - 06-Apr-2022 | -10.54 | 04-Feb-2022 - 07-Mar-2022 |
| Quarter | 22.81 | 15-Oct-2020 - 14-Jan-2021 | -10.67 | 10-Feb-2022 - 12-May-2022 |
| Year | 56.23 | 16-Oct-2020 - 18-Oct-2021 | 7.25 | 05-Mar-2021 - 07-Mar-2022 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund Reg-G | 14.82 | 20.53 | 0.55 | 0.57 | 0.95 | -1.24 |
| S&P BSE 100 TRI | 16.78 | 21.38 | 0.62 | 0.71 | -- | -- |
| Equity: Large Cap | 15.02 | 21.49 | 0.57 | 0.67 | 0.95 | -1.11 |
| Rank within category | 86 | 31 | 80 | 91 | 34 | 74 |
| Number of funds in category | 105 | 105 | 105 | 105 | 105 | 105 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 48 |
| Top 10 Stocks (%) | 57.91 |
| Top 5 Stocks (%) | 37.61 |
| Top 3 Sectors (%) | 58.80 |
| Portfolio P/B Ratio | 3.48 |
| Portfolio P/E Ratio | 26.37 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 2,99,868 | 2,81,490 |
| Giant (%) | 73.76 | 64.71 |
| Large (%) | 18.97 | 27.66 |
| Mid (%) | 7.27 | 10.05 |
| Small (%) | -- | 2.14 |
| Tiny (%) | -- | -- |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Ravi Gopalakrishnan since 16-May-2022
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Interviews:
Funds Managed:
— Sudhir Kedia since 16-May-2022
Education: Mr. Kedia is CA, CMA and MBA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Funds Managed:
The scheme seek to generate capital appreciation by investing in large cap stocks.
| Min. Investment (₹) | 100 |
| Min. Addl Investment (₹) | 100 |
| Min. SIP Investment (₹) | 100 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | 100 |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 30-Jul-2002 |
| Return Since Launch: | 17.62% |
| Benchmark: | NIFTY 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 3,038 Cr (As on 30-Apr-2022) |
| Expense: | 1.91% (As on 31-Mar-2022) |
| Risk Grade: | Below Average |
| Return Grade: | Average |
| Turnover: | 69.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||
|---|---|---|---|---|---|---|---|
| IDCW | 25-Mar-2022 | 0.4850 | |||||
| |||||||
Fund News - 18-Mar-2021
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Phone: 1860-425-7237
Website: http://www.sundarammutual.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 27-May-2022
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