Sundaram Large Cap Fund Growth Direct Plan Adjusted

20.23
NAV (Apr 19,2024)

Introducing the Sundaram Large Cap Fund - Growth - Direct Plan (Adjusted) - a reliable investment option for those seeking long-term growth. With an expense ratio of 0.6, this fund has shown promising performance with a Price to Earnings ratio of 36.35 and a Price to Book ratio of 7.55. With a scheme AUM of ₹3338.42 and a minimum investment of ₹100, this fund offers flexibility and growth potential to investors. Established on January 1, 2013, it has proven to be a trustworthy choice.

Sundaram Large Cap Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Large Cap Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.35
  • P/B Ratio
    UM_URBAN_MONEY

    7.55
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.60%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3338.42 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 20, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

13,010.53 (30.11%)16,136.74 (61.37%)20,584.25 (105.84%)10,341.94 (3.42%)11,336.75 (13.37%)
39,031.59 (30.11%)48,410.22 (61.37%)61,752.75 (105.84%)31,025.82 (3.42%)34,010.25 (13.37%)
65,052.65 (30.11%)80,683.7 (61.37%)1,02,921.25 (105.84%)51,709.7 (3.42%)56,683.75 (13.37%)
1,04,084.24 (30.11%)1,29,093.92 (61.37%)1,64,674 (105.84%)82,735.52 (3.42%)90,694 (13.37%)
1,30,105.3 (30.11%)1,61,367.4 (61.37%)2,05,842.5 (105.84%)1,03,419.4 (3.42%)1,13,367.5 (13.37%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd9.42%
  • Reliance Industries Ltd8.08%
  • ICICI Bank Ltd7.42%
  • Larsen & Toubro Ltd6.74%
  • Infosys Ltd5.57%
  • State Bank of India4.15%
  • Axis Bank Ltd3.85%
  • Sun Pharmaceutical Industries Ltd3.69%
  • Bharti Airtel Ltd2.32%
  • Tata Consultancy Services Ltd2.32%
  • Maruti Suzuki India Ltd2.22%
  • Hindustan UniLever Ltd2.07%
  • Tata Motors Ltd DVR2.04%
  • Bajaj Finserv Ltd1.92%
  • IndusInd Bank Ltd1.91%
  • Ultratech Cement Ltd1.86%
  • NTPC LTD1.83%
  • Varun Beverages Ltd1.76%
  • Cipla Ltd1.58%
  • Interglobe Aviation Ltd1.49%
  • Ashok Leyland Ltd1.48%
  • Cholamandalam Investment and Finance Company Ltd1.48%
  • Bajaj Finance Ltd1.38%
  • TREPS1.36%
  • Tech Mahindra Ltd1.28%
  • HCL Technologies Ltd1.26%
  • ITC Ltd1.23%
  • LTIMindtree Ltd1.13%
  • Nestle India Ltd1.11%
  • United Spirits Ltd1.09%
  • Titan Company Ltd1.05%
  • TATA Consumer Products Ltd0.99%
  • Sona BLW Precision Forgings Ltd0.95%
  • Dr Reddys Laboratories Ltd0.90%
  • Procter & Gamble Hygiene and Health Care Ltd0.87%
  • Hindalco Industries Ltd0.86%
  • Asian Paints Ltd0.82%
  • Alkem Laboratories Ltd0.81%
  • Avenue Supermarts Ltd0.77%
  • FSN E Commerce Ventures Ltd NYKAA0.77%
  • Kotak Mahindra Bank Ltd0.74%
  • Jio Financial Services Ltd0.73%
  • Info Edge India Ltd0.72%
  • SBI Life Insurance Company Ltd0.61%
  • Britannia Industries Ltd0.61%
  • Havells India Ltd0.52%
  • NIIT Learning Systems Ltd0.49%
  • Tata Steel Ltd0.33%
  • Apollo Hospitals Enterprise Ltd0.32%
  • Canara Bank0.29%
  • Marico Ltd0.27%
  • ABB India Ltd0.25%
  • Dalmia Cement Bharat Ltd0.22%
  • Tata Motors Ltd0.14%
  • Cash and Other Net Current Assets-0.08%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Bluechip Fund - Regular Plan - GrowthBank of India Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

23.88%

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.68%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.55%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

16.49%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.29%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

14.26%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.24%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

12.79%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

11.96%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

11.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.52%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

34.18%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

33.90%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.77%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

27.51%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.41%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

25.17%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.83%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.78%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

17.06%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

21.38%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

20.47%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

17.30%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

16.93%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.10%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.52%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

14.21%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.14%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.93%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

18.09%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

JM Large Cap Fund - Regular Plan - GrowthJM Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.51%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

16.43%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.31%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.05%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

15.82%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.82%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

13.24%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.20%

Fund Managers

SK

Mr. Sudhir KediaFund Manager

RG

Mr. Ravi GopalakrishnanHead - Equity

Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.

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