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Sundaram Large Cap Fund Regular Plan (IDCW-Payout)

  • Equity
  • Large Cap
  • Average
  • Current NAV

    ₹16.26 0.0141%

    16-04-2024
  • Annual Returns

    28.11%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 99.26%
  • Others 0.72%

Market Cap

Allocation
Large Cap 91.63
Others 3.54
Mid Cap 3.52
Small Cap 0.57

Sector Allocation

Financial

Technology

Energy

Consumer Staples

Healthcare

Construction

Automobile

Services

Materials

Communication

Consumer Discretionary

Capital Goods

Metals & Mining

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
Reliance Industries Ltd. Large Cap Energy (39.77) 9.04% 28.38 24.57%
ICICI Bank Ltd. Large Cap Financial (24.57) 7.76% 17.67 18.72%
HDFC Bank Ltd. Large Cap Financial (24.57) 7.66% 19.42 -10.86%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 6.21% 39.4 57.01%
Infosys Ltd. Large Cap Technology (32.73) 5.99% 24.08 1.88%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 4.38% 41.38 53.01%
State Bank of India Large Cap Financial (15.74) 4.19% 10.34 41.03%
Axis Bank Ltd. Large Cap Financial (24.43) 3.72% 28.68 29.81%
Bharti Airtel Ltd. Large Cap Communication (72.03) 2.5% 83.22 58.18%
Tata Consultancy Services Ltd. Large Cap Technology (33.42) 2.48% 30.53 21.39%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 2.46% 4.14 210.47%
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 2.21% 32.31 44.17%
Varun Beverages Ltd. Large Cap Consumer Staples (101.09) 1.99% 88.81 96.45%
NTPC Ltd. Large Cap Energy (26.94) 1.96% 17.87 107.75%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 1.86% 0 0%
Cipla Ltd. Large Cap Healthcare (54.52) 1.86% 30.17 51.18%
Bajaj Finserv Ltd. Large Cap Financial (40.04) 1.8% 33.07 20.75%
Indusind Bank Ltd. Large Cap Financial (24.57) 1.74% 13.38 34.44%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.73% 44.61 34.3%
Interglobe Aviation Ltd. Large Cap Services (108.84) 1.57% 19.13 89.79%
HCL Technologies Ltd. Large Cap Technology (32.73) 1.41% 25.52 37.73%
Tech Mahindra Ltd. Large Cap Technology (33.42) 1.27% 41.5 10.05%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.26% 28.3 41.05%
Bajaj Finance Ltd. Large Cap Financial (32.41) 1.21% 31.41 18.53%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.13% 0 0%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 1.1% 26.45 -0.13%
Asian Paints Ltd. Large Cap Materials 1.09% 0%
Nestle India Ltd. Consumer Staples (74.98) 1.08% 0 30.8%
Tata Consumer Products Ltd. Large Cap Consumer Staples (104.52) 1.08% 89.93 57.74%
ITC Ltd. Large Cap Consumer Staples (28.17) 1.07% 25.93 7.71%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (145.65) 1.05% 39.11 97.84%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 1.02% 93.83 41.15%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.27) 1.01% 81.28 52.37%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.52) 0.99% 19.22 24.1%
JIO Financial Services Ltd. Large Cap Financial (19.68) 0.96% 0 0%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.94% 33.85 6.16%
Procter & Gamble Hygiene and Health Care Ltd. Mid Cap Consumer Staples (61.68) 0.78% 67.4 12.1%
Info Edge (India) Ltd. Mid Cap Services (110.36) 0.73% 306.79 50.24%
Avenue Supermarts Ltd. Large Cap Services (26.29) 0.73% 8.72 63.23%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.21) 0.66% 0 29.49%
Havells India Ltd. Large Cap Capital Goods (56.94) 0.58% 78.57 24.72%
NIIT Learning Systems Ltd. Small Cap Services (67.08) 0.57% 31.99 0%
Union Bank of India Large Cap Financial (15.85) 0.57% 8.23 105.54%
Britannia Industries Ltd. Large Cap Consumer Staples (67.53) 0.56% 52.97 11.45%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.53% 38.75 29.66%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.49% 57.92 -8.63%
Canara Bank Large Cap Financial (15.74) 0.38% 7.19 100.5%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (91.57) 0.34% 115.26 43.92%
Tata Steel Ltd. Large Cap Metals & Mining (21.87) 0.33% -59.72 48.95%
FSN E-Commerce Ventures Ltd. Mid Cap Services (877.76) 0.32% 1752 38.94%
ABB India Ltd. Large Cap Capital Goods (109.34) 0.29% 0 106.34%
Marico Ltd. Large Cap Consumer Staples (101.43) 0.26% 23.47 -0.76%
Dalmia Bharat Ltd. Mid Cap Materials (56.46) 0.19% 33.72 -1.12%
Tata Motors Ltd. Large Cap Automobile (95.46) 0.17% 40.82 136.49%

Market Cap

Allocation
Others 0.72

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.74% 0%
Others Others -0.02% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Large Cap Fund Regular Plan (IDCW?

The top holdings of this fund are Reliance Industries Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Infosys Ltd.

Top 5 Sector for Sundaram Large Cap Fund Regular Plan (IDCW?

The major sectors of this fund are Financial, Technology, Energy, Consumer Staples, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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