Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Sundaram Large Cap Fund Regular - Growth
Equity, Large Cap, Principal at very high risk
1 Year Return 9.07%
Fund Details
NAV 21.6179
Sub-Type Large Cap
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 5.36
Fund Size 3267.54
Fund Performance
1 Month 0.28%
3 Month -0.54%
6 Month 3.22%
1 Year 9.07%
3 Year 12.65%
5 Year 10.93%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 1.44% Ret 1Y 17.34% Ret 3Y 21.47% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 1.44% Ret 1Y 17.34% Ret 3Y 21.47% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.92%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 69
Date of Incorporation 2020-10-08
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.08%) Market Cap Large Cap 78.68 Small Cap 3.37 Mid Cap 13.03 Top Sectors Financial 31.76 Services 9.95 Technology 9.82 Automobile 8.46 Healthcare 7.21 Energy 6.46 Communication 5.89 Consumer Staples 4.19 Construction 3.34 Insurance 3.02 Materials 2.41 Chemicals 1.98 Capital Goods 0.59 Top Holding NTPC 2.14 Marico 2.11 Larsen & Toubro 3.34 TVS Motor Company 3.14 PI Industries 1.98 Interglobe Aviation 2.04 Craftsman Automation 2.44 State Bank of India 5.33 Info Edge (India) 0.9 ICICI Bank 6.95 Swiggy 1.52 Tech Mahindra 3.18 Colgate-Palmolive (India) 0.97 Kotak Mahindra Bank 3.1 Reliance Industries 4.32 Avenue Supermarts 2.92 Jubilant FoodWorks 0.89 Tata Consumer Products 1.11 Trent 1.68 Sun Pharmaceutical Industries 3.23 HDFC Bank 9.04 Mankind Pharma 2.05 Bharti Airtel 5.89 SBI Life Insurance Company 2.03 Axis Bank 6.27 TVS Motor Company - Pref. Shares 0.03 Bank of Baroda 1.07 Mahindra & Mahindra 2.85 Infosys 5.15 Dr. Reddy's Laboratories 1.92 HCL Technologies 1.48 Ultratech Cement 2.41 Kei Industries 0.59 ICICI Lombard Gen. Insurance 0.98
Debt & Others (4.92%) Sector Allocation Repo 4.66 Cash/Net Current Assets 0.26 Debt Credit Ratings Debt Category Others 4.92