Sundaram Large Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.3%
Sharpe Ratio-0.33
Beta0.83
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services9.85%
HDFC Bank LtdFinancial Services9.45%
Bharti Airtel LtdServices5.66%
Infosys LtdTechnology4.92%
TrepsUtilities4.89%
Reliance Industries LtdEnergy & Infra4.37%
Dr Reddy's Laboratories LtdServices3.77%
Axis Bank LtdFinancial Services3.37%
Bharat Petroleum Corp LtdEnergy & Infra3.21%
Sun Pharmaceuticals Industries LtdServices3.20%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.9%
Regulatory & Tax Information
INF903JA1JB2
ISINDailyDealing Frequency
BSE 100 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)