Sundaram Large Cap Fund Regular Plan Growth Adjusted

Risk: Very High
₹ 21.12
NAV (Jul 25,2024)

Invest in Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) for potential growth of your investment. With an expense ratio of 1.9%, this fund aims to deliver attractive returns in the long term. The fund has an established track record since 2002 and has an AUM (Assets Under Management) of ₹3338.42 crore. The minimum investment required is only ₹100, making it accessible to all. Unlock the potential of large-cap companies with this well-managed fund.

Sundaram Large Cap Fund Regular Plan Growth Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Large Cap Fund Regular Plan Growth Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.30
  • P/B Ratio
    UM_URBAN_MONEY

    8.24
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.11
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.90%

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 Jul 27, 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 %)

₹ 10,000₹ 10,869.37 (8.69%)₹ 11,409.51 (14.10%)₹ 12,574.51 (25.75%)₹ 15,495.34 (54.95%)₹ 21,753.74 (117.54%)
₹ 30,000₹ 32,608.11 (8.69%)₹ 34,228.53 (14.10%)₹ 37,723.53 (25.75%)₹ 46,486.02 (54.95%)₹ 65,261.22 (117.54%)
₹ 50,000₹ 54,346.85 (8.69%)₹ 57,047.55 (14.10%)₹ 62,872.55 (25.75%)₹ 77,476.7 (54.95%)₹ 1,08,768.7 (117.54%)
₹ 80,000₹ 86,954.96 (8.69%)₹ 91,276.08 (14.10%)₹ 1,00,596.08 (25.75%)₹ 1,23,962.72 (54.95%)₹ 1,74,029.92 (117.54%)
₹ 1,00,000₹ 1,08,693.7 (8.69%)₹ 1,14,095.1 (14.10%)₹ 1,25,745.1 (25.75%)₹ 1,54,953.4 (54.95%)₹ 2,17,537.4 (117.54%)

Calculate Your Mutual Fund Returns

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

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

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

EQUITY

Very High

23.87%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.15%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

17.54%

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

EQUITY

Very High

14.29%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

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

EQUITY

Very High

13.43%

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%

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

EQUITY

Very High

9.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

40.27%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.85%

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

EQUITY

Very High

37.06%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

33.95%

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

EQUITY

Very High

29.68%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

25.84%

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

EQUITY

Very High

25.81%

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

EQUITY

Very High

25.75%

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

EQUITY

Very High

22.90%

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

EQUITY

Very High

21.57%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

23.00%

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

EQUITY

Very High

22.27%

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

EQUITY

Very High

19.90%

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

EQUITY

Very High

18.82%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

16.76%

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

EQUITY

Very High

15.81%

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

EQUITY

Very High

15.58%

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

EQUITY

Very High

15.10%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.35%

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

EQUITY

Very High

11.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

20.17%

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

EQUITY

Very High

17.64%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

17.41%

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

EQUITY

Very High

17.32%

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

EQUITY

Very High

16.51%

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

EQUITY

Very High

15.89%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

15.82%

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

EQUITY

Very High

15.43%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

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

EQUITY

Very High

12.57%

Show all Funds

Fund Managers

SK

Mr. Sudhir KediaFund Manager

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

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Compare with similar Funds

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

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Bank of India Bluechip Fund - Regular Plan - Growth

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Edelweiss Large Cap Fund - Regular Plan - Growth

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Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

vs

Franklin India Bluechip Fund - Growth

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vs

Union Largecap Fund - Regular Plan - Growth

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vs

Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

vs

HSBC Large Cap Fund - Growth

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

vs

Aditya Birla Sun Life Frontline Equity Fund - Growth

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

vs

PGIM India Large Cap Fund - Growth

FAQ's

What is the risk level associated with the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)?

The Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) as of Jul 25,2024?

The current NAV of the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) as of Jul 25,2024 is INR 21.12.

What are the returns generated by the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) over the past 1, 3, and 5 years?

The Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) has delivered impressive returns of 25.59% in the past year, 14.84% over three years, and 15.39% over five years.

What is the expense ratio associated with the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)?

The Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) has a 1.9% expense ratio.

What is the minimum investment amount required for the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)?

The minimum investment amount for the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) is INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)?

Yes, SIP option is available for Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) with a minimum investment of INR 100 per month.

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