Comprehensive analysis of Sundaram Large Cap Fund - Direct (IDCW) RI (41669) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
The scheme seek to generate capital appreciation by investing in large cap stocks.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Fund management costs
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 0.14% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.49% |
| HDFC Bank Ltd | Banks | 9.46% |
| Bharti Airtel Ltd | Telecomm-Service | 5.51% |
| Infosys Ltd | IT - Software | 4.75% |
| TREPS | Debt Others | 4.60% |
| Reliance Industries Ltd | Refineries | 4.14% |
| Dr Reddys Laboratories Ltd | Pharmaceuticals | 3.82% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 3.33% |
| Avenue Supermarts Ltd | Retail | 3.26% |
| Bharat Petroleum Corporation Ltd | Refineries | 3.26% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1220.37 | 11.32% | -3.34% | 16.69% |
| Franklin India Large Cap Fund - Direct (G) | ₹1132.59 | 14.59% | 0.36% | 14.81% |
| HDFC Large Cap Fund - Regular (G) | ₹1127.51 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund (G) | ₹1022.08 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹652.60 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹577.70 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹568.01 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹566.52 | 14.10% | -1.58% | 14.59% |
| HSBC Large Cap Fund - Direct (G) | ₹522.45 | 13.32% | -3.24% | 15.08% |
| Aditya Birla SL Large Cap Fund (G) | ₹522.32 | 13.95% | -1.79% | 14.96% |
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.