VEDANT ASSET- Mutual Funds

Sundaram Large Cap Fund-Reg(G)

As on Aug-05-2022 change fund

14.63

0.01 (0.06%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2020-2021	2021-2022
NAV in Rs (as on 31-Mar-2022)	12.28	14.68
Net Assets(Rs Crores) (as on 31-Mar-2022)	982.45	3111.47
Scheme Returns(%)(Absolute)	22.79	18.08
B'mark Returns(%)(Absolute)	76.19	17.79
Category Rank	210/218	132/204

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2022-2023	-9.00	NA	NA	NA
2021-2022	8.54	12.11	-0.93	-0.83
2020-2021	NA	NA	NA	5.75

Top 10 holdings

company	(%)
ICICI Bank Ltd.	9.29
HDFC Bank Ltd.	8.23
Reliance Industries Ltd.	8.00
Infosys Ltd.	7.56
Housing Development Finance Co...	5.46
Sun Pharmaceutical Industries...	4.51
Larsen & Toubro Ltd.	4.40
Bharti Airtel Ltd.	4.12
State Bank Of India	3.91
Axis Bank Ltd.	3.36

Top 10 sectors

sectors	(%)
Bank - Private	23.06
IT - Software	12.85
Pharmaceuticals & Drugs	8.10
Refineries	8.00
Finance - Housing	5.46
Engineering - Construction	4.40
Bank - Public	4.36
Telecommunication - Service Provider	4.12
Automobiles-Trucks/Lcv	2.51
Consumer Food	2.26

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Large Cap Fund-Reg(G)	Large-Growth	08-Oct-2020	2,833.30	1.13	9.14	4.78	4.36	NA	NA	NA	23.19	BUY SIP
IDBI India Top 100 Equity Fund(G)	Large-Growth	15-May-2012	543.52	1.26	10.91	5.00	6.49	19.71	10.16	14.16	14.30	BUY SIP
Canara Rob Bluechip Equity Fund-Reg(G)	Large-Growth	20-Aug-2010	6,824.39	1.27	9.09	4.64	2.61	19.51	13.12	14.30	12.41	BUY SIP
Kotak Bluechip Fund(G)	Large-Growth	04-Feb-2003	4,217.00	1.70	9.29	5.19	4.46	19.05	11.60	14.24	19.20	BUY SIP
UTI Mastershare-Reg(G)	Large-Growth	03-Aug-2005	9,237.78	1.73	9.36	4.40	4.41	18.18	11.80	13.88	13.23	BUY SIP
ICICI Pru Bluechip Fund(G)	Large-Growth	23-May-2008	29,981.07	1.12	8.56	4.51	8.45	18.14	11.64	15.09	14.18	BUY SIP
SBI BlueChip Fund-Reg(G)	Large-Growth	20-Jan-2006	29,983.45	0.96	8.72	5.28	5.44	17.84	10.56	15.69	11.54	BUY SIP
Nippon India Large Cap Fund(G)	Large-Growth	08-Aug-2007	11,724.48	1.10	9.89	7.03	12.76	17.54	11.26	15.33	11.63	BUY SIP
IDFC Large Cap Fund-Reg(G)	Large-Growth	09-Jun-2006	962.99	1.36	10.90	6.06	5.36	17.46	10.34	12.40	10.35	BUY SIP
Franklin India Bluechip Fund(G)	Large-Growth	01-Dec-1993	5,927.16	1.77	8.01	5.74	1.72	17.44	9.07	12.56	19.48	BUY SIP
Aditya Birla SL Frontline Equity Fund(G)	Large-Growth	30-Aug-2002	19,782.18	1.22	9.27	5.06	5.26	17.18	9.72	14.87	19.30	BUY SIP
Invesco India Largecap Fund(G)	Large-Growth	21-Aug-2009	616.25	1.95	10.65	5.24	3.68	17.01	10.79	14.15	11.99	BUY SIP
Mirae Asset Large Cap Fund-Reg(G)	Large-Growth	04-Apr-2008	30,299.43	0.93	8.19	4.41	4.37	17.00	11.54	17.04	15.33	BUY SIP
Mahindra Manulife Large Cap Pragati Yojana-Reg(G)	Large-Growth	15-Mar-2019	158.94	1.21	8.32	2.94	4.25	17.00	NA	NA	13.52	BUY SIP
Union Largecap Fund-Reg(G)	Large-Growth	11-May-2017	213.46	1.69	10.15	4.43	5.03	16.89	9.60	NA	9.75	BUY SIP
Baroda BNP Paribas Large Cap Fund-Reg(G)	Large-Growth	23-Sep-2004	1,204.99	1.24	8.98	5.11	5.43	16.89	11.11	14.93	15.88	BUY SIP
Edelweiss Large Cap Fund-C(G)	Large-Growth	20-May-2009	310.42	1.23	9.79	4.48	3.55	16.67	11.43	14.34	13.51	BUY SIP
Tata Large Cap Fund(G)	Large-Growth	07-May-1998	1,132.30	1.16	9.40	3.73	4.78	16.02	10.12	12.90	19.27	BUY SIP
HSBC Large Cap Equity Fund(G)	Large-Growth	10-Dec-2002	689.46	1.28	11.43	7.15	4.84	15.90	9.97	12.74	19.17	BUY SIP
LIC MF Large Cap Fund-Reg(G)	Large-Growth	31-Mar-1998	676.43	1.24	10.12	4.22	4.27	15.86	10.13	12.86	10.16	BUY SIP
L&T India Large Cap Fund-Reg(G)	Large-Growth	23-Oct-2007	653.97	1.49	10.96	5.43	3.76	15.60	9.82	13.12	9.84	BUY SIP
Axis Bluechip Fund-Reg(G)	Large-Growth	05-Jan-2010	32,322.11	1.55	11.24	4.48	0.67	15.41	13.21	15.37	12.46	BUY SIP
HDFC Top 100 Fund(G)	Large-Growth	03-Sep-1996	19,910.47	1.18	8.97	4.99	10.12	15.33	10.00	13.74	18.79	BUY SIP
JM Large Cap Fund-Reg(G)	Large-Growth	01-Apr-1995	45.97	0.75	8.36	4.11	5.21	14.31	8.98	11.82	8.66	BUY SIP
Taurus Largecap Equity Fund-Reg(G)	Large-Growth	28-Feb-1995	33.28	1.64	13.55	4.24	5.02	14.13	7.28	10.59	10.05	BUY SIP
DSP Top 100 Equity Fund-Reg(G)	Large-Growth	10-Mar-2003	2,415.20	1.40	9.38	6.64	-1.56	14.09	7.59	11.48	18.84	BUY SIP
PGIM India Large Cap Fund(G)	Large-Growth	30-Jan-2003	347.56	1.11	8.57	4.33	-1.56	13.60	8.51	12.89	17.57	BUY SIP
Indiabulls Blue Chip Fund-Reg(G)	Large-Growth	10-Feb-2012	95.80	1.35	9.66	5.18	4.49	12.81	8.37	11.80	10.54	BUY SIP
Bank of India Bluechip Fund-Reg(G)	Large-Growth	29-Jun-2021	120.34	1.26	10.51	5.15	0.19	NA	NA	NA	3.72	BUY SIP
ITI Large Cap Fund-Reg(G)	Large-Growth	24-Dec-2020	181.83	1.07	9.87	3.54	-0.41	NA	NA	NA	9.94	BUY SIP

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