August 10, 2023
mayank
Sundaram Large Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 17.6260
NAV IDCW: Rs 15.5081
Suitable For Which Investors?
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.
Fund’s Investment Strategy:
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund Manager:
1) Ravi Gopalakrishnan
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.
2) Sudhir Kedia
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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Large Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 13.29% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,062 Cr |
| (As on 30-Jun-2023) | |
| Expense | 0.57% |
| (As on 30-Jun-2023) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 20.00% |
Sundaram Large Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Large Cap Dir | 10.18 | 0.31 | 3.00 | 10.01 | 11.93 | 15.73 | 21.57 | 12.81 | 14.46 | 15.33 |
| S&P BSE 100 TRI | 9.90 | 0.36 | 1.88 | 8.74 | 11.55 | 13.56 | 22.57 | 12.75 | 13.79 | 15.26 |
| Equity: Large Cap | 10.24 | 0.36 | 2.27 | 9.78 | 13.05 | 13.60 | 21.59 | 12.08 | 12.97 | 15.22 |
| Rank within category | 42 | 57 | 16 | 44 | 53 | 23 | 22 | 12 | 4 | 19 |
| Number of funds in category | 95 | 98 | 98 | 95 | 95 | 88 | 61 | 51 | 45 | 45 |
Sundaram Large Cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Large Cap Dir | 4 star | 15.73 | 21.57 | 12.81 | 0.57 | 3,062 | 13.29 | 1.00 (365) | 10Y 7M | 20.00 |
| SBI Bluechip Dir | 4 star | 16.43 | 23.73 | 13.38 | 0.87 | 39,301 | 15.50 | 1.00 (365) | 10Y 7M | 16.00 |
| ICICI Pru Bluechip Dir | 5 star | 17.77 | 24.52 | 13.61 | 1.03 | 38,734 | 15.28 | 1.00 (365) | 10Y 7M | 28.00 |
| Mirae Asset Large Cap Dir | 4 star | 13.51 | 21.14 | 13.12 | 0.55 | 35,880 | 16.69 | 1.00 (365) | 10Y 7M | 22.00 |
| HDFC Top 100 Dir | 4 star | 19.91 | 26.36 | 13.09 | 1.12 | 25,776 | 13.92 | 1.00 (365) | 10Y 7M | 12.36 |
Portfolio Analysis of Sundaram Large Cap Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 57.57% |
| Top 5 Stocks | 37.09% |
| Top 3 Sectors | 59.60% |
| Portfolio P/B Ratio | 3.40 |
| Portfolio P/E Ratio | 24.28 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,42,709 | 2,88,580 |
| Giant (%) | 78.20 | 63.50 |
| Large (%) | 15.25 | 29.89 |
| Mid (%) | 6.55 | 10.39 |
| Small (%) | — | 2.73 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Sundaram Large Cap Fund
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
>> Post your MF questions @ sahifund.com/ask-me/
>> Stock Research Reports:
https://www.analysislibrary.com/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
>> For Higher studies, Interview skills, Competitive Exam books
http://www.gyanpothi.com/search-institutes/
>> Get Good Staff or Job, Click: Staffavailable.com
>> To apply for Government & PSU jobs, click
https://www.staffavailable.com/government-psu-jobs/
>> Go to IPOs Analysis Section, Click
>> Interested in Used Automobiles or vintage cars? Click: BigGaddi.com
>> Interested in Crossword Puzzles? Click: magajmari.com