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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Large Cap Fund Dir Gr

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22.036 (2.020%)
NAV on November 22, 2024
Category Equity:
Large-Cap
Investment StyleBox
Large Growth
Total Assets 3,453 cr
Turnover Ratio 15.67%
Expense Ratio 0.61%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: -2.17%
  • 1Y: 22.24%
  • 3M: -3.10%
  • 3Y: 13.09%
  • 6M: 6.15%
  • 5Y: N/A
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since 5 months) Ashwin Jain (Since about 1 month)
ISIN INF903JA1JC0
Fund Family Sundaram
P/E Ratio 23.60
P/B Ratio 3.50
Launch Date October 08, 2020
Benchmark Nifty 100 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 100 TR INR

Alpha 0.58
Beta 0.92
R-Squared 97.28
Info Ratio 0.03
Tracking Err 2.34
Sortino 0.986
Sharpe 0.589
Std Dev 12.485
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 34.48%
Industrial 11.15%
Technology 11.17%
Basic Materials 4.26%
Consumer Cyclical 6.66%
Utilities Services 3.02%
Healthcare Services 8.13%
Energy Services 6.12%
Communication Services 6.98%
Consumer Defensive 8.05%
Real Estate 0.00%
INVESTMENT OBJECTIVE

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Large Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Religare invesco mutual fund
Invesco India largecap Fund Direct Plan Growth
79.340 34.29% 1,255 cr 0.72% Above Average
Baroda bnp paribas logo
Baroda BNP Paribas Large Cap Fund Direct Plan Growth Option
247.281 32.48% 2,349 cr 0.82% Average
Jm
JM Large Cap Fund (Direct) - Growth
175.258 32.25% 457 cr 0.66% Above Average
Reliance
Nippon India Large Cap Fund - Direct Plan - Growth Plan
95.430 31.40% 34,105 cr 0.67% Above Average
Icici
ICICI Prudential Bluechip Fund Direct Plan Growth
114.660 29.94% 63,670 cr 0.87% Low
Canara robeco mutual fund
Canara Robeco Bluechip Equity Fund Direct Plan Growth
69.170 29.90% 14,581 cr 0.48% Low
Kotak
Kotak Bluechip Direct Growth
625.447 28.58% 9,327 cr 0.60% Below Average
Best Large Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Idbi mutual fund
IDBI India Top 100 Equity Fund Direct Growth
49.620 16.73% 655 cr 1.25% Below Average
L t mutual fund
L&T India Large Cap Fund Direct Plan Growth Option
45.671 3.92% 758 cr 1.49% Average


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