Sundaram Large Cap Fund Regular - Growth
Sundaram Large Cap Fund Regular - Growth: Mutual Fund Overview
Sundaram Large Cap Fund Regular - Growth is an Large Cap mutual fund with over 5.42 years of performance history. The scheme manages an AUM of ₹3244.86 Cr and has a NAV of ₹20.2005. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.41%.
Equity, Large Cap, Principal at very high risk
1 Year Return 5.41% at 12 Mar 2026 07:05 PM
Fund Details
NAV 20.2005
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 5.42
Fund Size(in Crores) 3244.86
Fund Performance
1 Month -7.47%
3 Month -6.4%
6 Month -4.14%
1 Year 5.41%
3 Year 11.14%
5 Year 9.62%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.24%) Market Cap Large Cap 78.87 Small Cap 3.51 Mid Cap 12.86 Top Sectors Financial 32.52 Services 11.14 Automobile 8.73 Technology 7.83 Healthcare 6.79 Energy 6.66 Communication 5.66 Consumer Staples 4.47 Construction 3.66 Insurance 3.13 Materials 2.42 Chemicals 1.95 Capital Goods 0.29 Top Holding NTPC 2.32 Marico 2.29 Larsen & Toubro 3.66 TVS Motor Company 3.32 Interglobe Aviation 2.16 PI Industries 1.95 State Bank of India 5.98 Craftsman Automation 2.53 Info Edge (India) 0.75 Swiggy 1.49 ICICI Bank 7.13 Tech Mahindra 2.5 Colgate-Palmolive (India) 1.05 Kotak Mahindra Bank 3.18 Reliance Industries 4.34 Avenue Supermarts 3.07 Jubilant FoodWorks 0.94 Tata Consumer Products 1.13 Trent 1.74 Sun Pharmaceutical Industries 3.54 HDFC Bank 8.7 Mankind Pharma 2.19 Bharti Airtel 5.66 SBI Life Insurance Company 2.09 Axis Bank 6.38 TVS Motor Company - Pref. Shares 0.04 Bank of Baroda 1.16 Cummins India 0.29 Mahindra & Mahindra 2.84 Infosys 4.11 Dr. Reddy's Laboratories 1.06 Ultratech Cement 2.42 The Indian Hotels Company 1 HCL Technologies 1.22 ICICI Lombard Gen. Insurance 1.04
Debt & Others (4.76%) Sector Allocation Repo 4.48 Cash/Net Current Assets 0.28 Debt Credit Ratings Debt Category Others 4.76
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.93%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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.
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.
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) 68
Date of Incorporation 2020-10-08
Total AUM 75674.2
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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