Sundaram Large Cap Fund Regular-Growth
Equity
Large Cap
₹-0.7% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3100 Cr
- Created on4 Oct 2020
Fund Ranking
#102
/ 123 in Large Cap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-1.1%
- 1 Year-0.5%
- 3 Year (CAGR)7.3%
- All Time (CAGR)16.3%
Category Return
- 6 Month-0.3%
- 1 Year1.8%
- 3 Year (CAGR)11.2%
- All Time (CAGR)15.5%
Asset Allocation
- Equity99.9%
- Other0.1%
Top 5 Holdings
Top 5 Sectors
- Bank of Baroda0.91%
- Bharat Petroleum Corporation0.52%
- Cholamandalam Investment and Finance Company2.51%
- Cummins India0.35%
- Eicher Motors0.82%
Fund Information
- Expense Ratio2.03%
- Exit LoadFor units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
May 2022 - Present
Sudhir Kedia
May 2022 - Present
Rohit Seksaria
Sep 2020 - Present
Bharath S
July 2024 - Present
Ashwin Jain
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.23 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.63 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.80 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.87