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Compare Sundaram Large Cap Fund vs Nippon India Large Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.91 | 1.56 |
NAV | ₹20.76 | ₹86.63 |
Fund Started | 17 Sep 2020 | 12 Jun 2007 |
Fund Size | ₹3452.33 Cr | ₹35313.48 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 7 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.91
1.56
NAV
₹20.76
₹86.63
Fund Started
17 Sep 2020
12 Jun 2007
Fund Size
₹3452.33 Cr
₹35313.48 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 7 days.
Returns
1 Year | 13.10% | 20.94% |
3 Year | 12.49% | 21.03% |
5 Year | 14.32% | 19.43% |
1 Year
13.10%
20.94%
3 Year
12.49%
21.03%
5 Year
14.32%
19.43%
Holding Analysis
Equity | 93.75% | 98.76% |
Cash | 6.25% | 1.24% |
Equity
93.75%
98.76%
Cash
6.25%
1.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.57% |
ICICI Bank Ltd. | 8.91% |
Larsen & Toubro Ltd. | 5.99% |
Infosys Ltd. | 5.74% |
Reliance Industries Ltd. | 5.63% |
Bharti Airtel Ltd. | 4.60% |
State Bank of India | 4.17% |
Axis Bank Ltd. | 3.65% |
Sun Pharmaceutical Industries Ltd. | 3.41% |
Tech Mahindra Ltd. | 2.96% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.63% |
ICICI Bank Ltd. | 6.26% |
Reliance Industries Ltd. | 5.44% |
ITC Ltd. | 5.10% |
Infosys Ltd. | 4.47% |
State Bank of India | 4.09% |
Larsen & Toubro Ltd. | 3.80% |
Axis Bank Ltd. | 3.54% |
Bajaj Finance Ltd. | 2.98% |
Tata Consultancy Services Ltd. | 2.78% |
Fund Manager
Name | Ashwin Jain | Akshay Sharma |
Start Date | 21 Oct 2024 | 01 Dec 2022 |
Name
Ashwin Jain
Akshay Sharma
Start Date
21 Oct 2024
01 Dec 2022
About Fund
Description | The scheme seek to generate capital appreciation by investing in large cap stocks. | The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. |
Launch Date | 17 Sep 2020 | 12 Jun 2007 |
Description
The scheme seek to generate capital appreciation by investing in large cap stocks.
The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.
Launch Date
17 Sep 2020
12 Jun 2007
