Mutual Fund- 

sundaram Large cap fund

By Rajendra

Sep 26, 2022

image source -Unsplash

Scheme Analysis

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Sundaram Large Cap Fund

Category 

Large Cap

Inception

Jul,   2002

Benchmark

Nifty 100

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AUM  - 3,073 Cr

Fund Manager

Sudhir Kedia

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.

Top 5 Holding

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

Bank

IT

Finance

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Top 5 Sector -66.20%

28.80

11.40

10.40

7.80

7.80

Petroleum

Pharma

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Scheme Performance

Exit Load

1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

1.80%

16.00%

11.90%