Sundaram Large Cap Fund Regular-Growth
Equity
Large Cap
₹-0.71% 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)₹3063 Cr
- Created on4 Oct 2020
Fund Ranking
#100
/ 121 in Large Cap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-3.1%
- 1 Year-3.0%
- 3 Year (CAGR)7.0%
- All Time (CAGR)16.3%
Category Return
- 6 Month-1.3%
- 1 Year-0.8%
- 3 Year (CAGR)10.5%
- All Time (CAGR)-
Asset Allocation
- Equity95.5%
- Other4.5%
Top 5 Holdings
Top 5 Sectors
- Bank of Baroda1.03%
- Bharat Petroleum Corporation3.37%
- Colgate-Palmolive (India)0.93%
- Dr. Reddy's Laboratories1.95%
- HDFC Bank9.37%
Fund Information
- Expense Ratio2.04%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.22 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.81 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.70 - 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. 0.88