By Rajendra
Sep 26, 2022
image source -Unsplash
Scheme Analysis
Sundaram Large Cap Fund
Large Cap
Jul, 2002
Nifty 100
Invests in a 45-50 stock portfolio diversified across sectors and stocks, at least 80% in large cap stocks
Focuses on a Quality Framework - Quality of management, Quality of business model, Quality of financials
– Portfolio construction is based on bottom-up fundamental stock picking and is a blend of growth and value stocks.
ICICI Bank
HDFC Bank
Reliance
Infosys
HDFC
9.90
7.90
7.80
6.60
6.30
Total - 38.50
· Attractive ROE/ROCE · Strong cash flow generation · Healthy balance sheets
28.80
11.40
10.40
7.80
7.80
1 Year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
1.80%
16.00%
11.90%