Sundaram Large Cap Fund Regular - Growth
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Equity, Large Cap, Principal at very high risk
1 Year Return 3.47% at 22 Dec 2025 06:23 PM
Fund Details
NAV 21.6454
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 5.2
Fund Size(in Crores) 3393.5
Fund Performance
1 Month -0.51%
3 Month 1.34%
6 Month 3.14%
1 Year 3.47%
3 Year 11.31%
5 Year 13.38%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.69%) Market Cap Large Cap 38.02 Mid Cap 29.35 Small Cap 29.32 Top Sectors Financial 27.13 Healthcare 14.62 Automobile 7.16 Capital Goods 7.01 Services 6.32 Technology 5.78 Materials 5.45 Metals & Mining 4.4 Energy 4 Communication 3.95 Construction 3.2 Textiles 2.07 Consumer Discretionary 1.85 Insurance 1.59 Chemicals 1.08 Consumer Staples 1.08 Top Holding Aarti Industries 0.67 Ashok Leyland 0.56 Aurobindo Pharma 1.5 HDFC AMC 1.33 Interglobe Aviation 1.31 LTIMindtree 1.04 Stylam Industries 0.46 ICICI Prudential 0.61 Bharti Airtel 1.01 DOMS Industries 0.7 SAMHI Hotels 0.96 Glenmark Pharmaceuticals 3.14 Indus Towers 2.94 Jamna Auto Industries 1.11 Larsen & Toubro 0.5 Bajaj Finance 0.72 Ultratech Cement 2.37 Maruti Suzuki India 1.33 Arvind Fashions 0.67 CG Power 0.97 Axis Bank 2.19 Gokaldas Exports 0.98 Indian Bank 0.64 Voltamp Transformers 1.26 Infosys 0.78 Divi's Laboratories 3.01 Mphasis 1.61 IIFL Finance 1.44 ICICI Lombard Gen. Insurance 0.98 The Federal Bank 2.27 Bajaj Auto 1.45 Polycab India 2.35 Nitin Spinners 0.42 PTC Industries 2.13 Kajaria Ceramics 1.16 Astral 0.82 Blue Star 0.97 State Bank of India 2.49 Nippon Life India Asset Management 0.69 Thejo Engineering 0.38 JSW Steel 2.27 Mahindra & Mahindra 1.53 MCX 1.4 Neuland Laboratories 1.56 Belrise Industries 1.18 CRISIL 0.81 IDFC First Bank 0.72 Piramal Finance 1.8 ICICI Bank 3.18 The Great Eastern Shipping Company 0.78 Whirlpool Of India 0.88 Sai Life Sciences 1.55 Indusind Bank 1.75 JK Cement 0.64 Sri Lotus Developers and Realty 0.63 Navin Fluorine International 0.41 Shriram Finance 1.96 Apollo Hospitals Enterprise 1.49 Mahanagar Gas 1.11 Manappuram Finance 0.49 Fortis Healthcare 0.52 Angel One 2.32 Godrej Properties 2.07 Aditya Vision 0.81 Bank of Baroda 0.47 Reliance Industries 2.11 Oracle Financial Services Software 1.06 Kaynes Technology India 1.77 Sagility 1.03 Cholamandalam Financial 0.99 Bajaj Finserv 1.68 Persistent Systems 1.29 Laurus Labs 1.85 Oswal Pumps 0.66
Debt & Others (3.32%) Sector Allocation Net Receivables 1.5 Repo 1.82 Debt Credit Ratings Debt Category Others 3.32
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% 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
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.
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.
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.
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) 122
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.
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