Sundaram Large Cap Fund Regular-IDCW Payout

Fund Details

NAV 15.8028

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 5.21

Fund Size(in Crores) 3393.5

Fund Performance

1 Month 0.29%

3 Month 2.59%

6 Month 2.79%

1 Year 5.56%

3 Year 12.21%

5 Year 14.0%

Know This Fund

As on 23 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.15%) Market Cap Large Cap 38.06 Mid Cap 26.92 Small Cap 33.17 Top Sectors Services 11.58 Financial 11.1 Metals & Mining 10.78 Chemicals 8.51 Capital Goods 8.41 Materials 7.27 Construction 7.2 Automobile 7.1 Healthcare 5.44 Communication 5.1 Consumer Discretionary 4.97 Consumer Staples 3.08 Technology 2.84 Insurance 2.17 Textiles 1.23 Energy 1.22 Others 0.15 Top Holding V-Guard Industries 0.61 Belrise Industries 0.2 TVS Motor Company 1 Voltas 0.57 CE Info Systems 0.02 BSE 2.37 FSN E-Commerce Ventures 1.04 Gujarat Fluorochemicals 0.13 Jindal Steel 1.96 Schaeffler India 0.01 Supreme Petrochem 0 Tata Steel 1 Whirlpool Of India 0.23 JSW Steel 1.15 PB Fintech 1.79 JM Financial 0.17 Info Edge (India) 0.48 Cummins India 0.3 Alkyl Amines Chemicals 0.01 Vesuvius India 0.38 Orient Electric 0.65 Samvardhana Motherson 1.22 AIA Engineering 0.75 ICICI Prudential 1.01 SRF 0.75 Reliance Industries 0.55 CIE Automotive India 0.5 EIH 0.37 Cyient 0.75 Gujarat Narmada Fert & Chem 0.49 Oberoi Realty 1.22 Mphasis 0.17 Grindwell Norton 0.19 NOCIL 0.17 Fine Organic Industries 0.16 AWL Agri Business 1.27 Indian Railway Catering & Tourism 0.84 Supreme Industries 0.25 The Phoenix Mills 1.47 Bharti Airtel 4.06 Bajaj Finserv 0.67 Kalpataru Projects Intl. 0.54 Polycab India 0.23 Birlasoft 0.51 Thyrocare Technologies 0.4 Camlin Fine Sciences 0.27 Mahindra & Mahindra 0.79 HDFC Bank 3.01 United Foodbrands 0.05 Siemens 0.21 Rain Industries 0.33 Godrej Properties 0.4 Deepak Nitrite 0.67 Bajaj Electricals 0.56 Gujarat Gas 0.14 UPL 1.32 RHI Magnesita 0.52 Sansera Engineering 0.04 Indus Towers 0.09 Astrazeneca Pharma India 0.12 Grasim Industries 1.09 Manappuram Finance 0.44 JSW Energy 0 Biocon 0.72 Carborundum Universal 0.3 Sona BLW Precision Forgings 0.67 Thermax 0.51 MCX 0.76 Tech Mahindra 0.63 Triveni Turbine 0.5 Piramal Pharma 0.21 Apar Industries 1.41 Hindustan Aero 1.82 360 One Wam 0.42 Kalpataru 0.15 Graphite India 0.11 Bajaj Auto 0.86 Chambal Fertilisers and Chemicals 0.04 TeamLease Services 0.31 Max Financial Services 0.69 Endurance Technologies 0.06 Star Health and Allied Insurance Company 0.87 Laxmi Organic Industries 0.46 Atul 0.82 Jindal Stainless 0.1 Paradeep Phosphates 0.91 Usha Martin 0.05 Maruti Suzuki India 0.69 Axis Bank 2.47 Jyoti CNC Automation 0.31 CMS Info Systems 0.68 Ingersoll-Rand 0.01 Krishna Institute 0.01 Archean Chemical Industries 0.11 Interglobe Aviation 2.06 Mold-Tek Packaging 0.36 Bharti Hexacom 0.71 Akzo Nobel India 0.25 Syngene International 1.31 Affle 3I 0.64 Ultratech Cement 2.64 TVS Motor Company - Pref. Shares 0.01 PNC Infratech 0.35 CreditAccess Grameen 0.01 Kei Industries 1.09 Mastek 0.12 Kotak Mahindra Bank 0.14 Lenskart Solutions 0.32 PI Industries 0.63 K.P.R. Mill 1.23 UTI Asset Mgmt 0.07 IEX 0.04 Balrampur Chini Mills 0.4 Equitas Small Finance Bank 0.24 Aditya Birla Lifestyle Brands 0.8 Mangalore Refinery And Petrochemicals 0.53 Astral 0.38 VIP Industries 0.47 Astra Microwave Products 0.23 The Ramco Cements 0.18 Sobha 1.32 National Aluminium Company 0.08 Larsen & Toubro 0.45 Afcons Infrastructure 0.03 Birla Corporation 0.33 JK Lakshmi Cement 0.26 Indusind Bank 0.76 JK Cement 0.13 Tata Chemicals 1.28 Titan Company 0.4 Rainbow Children's 0.55 Vedanta 3.37 Blue Star 1.16 SBI Life Insurance Company 0.3 APL Apollo Tubes 1.33 Gufic Biosciences 0.33 EPL 0.09 Aarti Industries 0.03 Prestige Estates Projects 0.76 Sun Pharmaceutical Industries 1.8 Balkrishna Industries 0.17 CG Power 0.68 Rolex Rings 0.13 Nippon Life India Asset Management 0.73 IRB Infra Dev 0.48 Ambuja Cements 1.14 ABB India 1.55 Nirlon 0.21 Deepak Fertilisers And Petrochemicals Corporation 0.1 Bharat Forge 1.4 CSB Bank 0.43 SBI Cards 0.85

Debt & Others (1.85%) Sector Allocation Treasury Bills 0.31 Net Payables -0.09 Repo 1.54 Debt Credit Ratings Debt Category Reserve Bank of India 0.31 Others 1.54

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 0.19% Ret 1Y -0.08% Ret 3Y 17.06% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 0.19% Ret 1Y -0.08% Ret 3Y 17.06% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.91%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sudhir Kedia

Education Mr. Kedia is CA, CMA and MBA.

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.

Bharath S.

Education Mr. Bharath is a B Com (H), MBA and ICWA.

Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Ashwin Jain

Education Mr. Jain is a B.E. and PGDM.

Experience Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 120

Date of Incorporation 2020-10-08

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.