Sundaram Large Cap Fund Regular-IDCW Reinvestment
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Equity, Large Cap, Principal at very high risk
1 Year Return 5.22% at 05 Feb 2026 11:25 AM
Fund Details
NAV 15.6265
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 5.33
Fund Size(in Crores) 3363.64
Fund Performance
1 Month -2.12%
3 Month 0.49%
6 Month 2.8%
1 Year 5.22%
3 Year 12.54%
5 Year 11.36%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.32%) Market Cap Large Cap 76.9 Small Cap 6.75 Mid Cap 13.67 Top Sectors Financial 29.8 Energy 11.82 Services 10.68 Technology 9.13 Automobile 8.6 Healthcare 6.37 Communication 6.12 Consumer Staples 4.17 Construction 3.37 Materials 2.17 Insurance 2.01 Chemicals 1.95 Capital Goods 1.13 Top Holding Tata Consumer Products 1.13 Interglobe Aviation 2.18 Kotak Mahindra Bank 3.25 State Bank of India 3.82 Tech Mahindra 2.82 Oil India 1.8 SBI Life Insurance Company 2.01 NTPC 1.93 Jubilant FoodWorks 0.97 Craftsman Automation 2.49 Avenue Supermarts 2.91 Sun Pharmaceutical Industries 3.38 Bharat Petroleum Corporation 3.37 Colgate-Palmolive (India) 0.93 TVS Motor Company - Pref. Shares 0.03 Ultratech Cement 2.17 Mahindra & Mahindra 2.99 Info Edge (India) 0.93 Kei Industries 1.13 PI Industries 1.95 Bank of Baroda 1.03 Trent 1.84 Swiggy 1.84 Reliance Industries 4.72 TVS Motor Company 3.08 Infosys 4.92 ICICI Bank 6.69 Marico 2.11 Larsen & Toubro 3.37 Mankind Pharma 1.04 Bharti Airtel 6.12 HCL Technologies 1.38 Dr. Reddy's Laboratories 1.95 HDFC Bank 9.37 Axis Bank 5.64
Debt & Others (2.68%) Sector Allocation Cash/Net Current Assets 0.23 Repo 2.45 Debt Credit Ratings Debt Category Others 2.68
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% 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
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.
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.
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 2025-12-31
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.
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