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

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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 (100%) Market Cap Large Cap 98.64 Mid Cap 1.36 Top Sectors Financial 36.2 Energy 11.91 Technology 8.85 Automobile 6.96 Consumer Staples 5.9 Services 4.71 Communication 4.56 Construction 4.38 Healthcare 4.35 Materials 4.03 Metals & Mining 3.73 Consumer Discretionary 1.56 Insurance 1.47 Capital Goods 1.39 Top Holding Apollo Hospitals Enterprise 0.7 Reliance Industries 8.2 Bharat Electronics 1.39 Wipro 0.5 Hindustan Unilever 1.81 HCL Technologies 1.28 Tata Consumer Products 0.65 Titan Company 1.56 Mahindra & Mahindra 2.64 HDFC Bank 11.83 Adani Enterprises 0.49 NTPC 1.58 Bajaj Auto 0.96 Max Healthcare Institute 0.71 Shriram Finance 1.32 Cipla 0.66 Sun Pharmaceutical Industries 1.6 Ultratech Cement 1.31 Eicher Motors 0.96 Eternal 1.54 Bajaj Finserv 0.99 JIO Financial 0.73 ICICI Bank 8.58 Bharti Airtel 4.56 Infosys 3.97 Grasim Industries 0.93 Tech Mahindra 0.75 Power Grid Corporation Of India 1.18 SBI Life Insurance Company 0.8 Kotak Mahindra Bank 2.66 Tata Steel 1.53 Maruti Suzuki India 1.7 ONGC 0.95 Asian Paints 0.94 ITC 2.63 State Bank of India 4.34 JSW Steel 1.03 Bajaj Finance 2.3 HDFC Life Insurance 0.67 Hindalco Industries 1.17 Tata Consultancy 2.35 Trent 0.75 Larsen & Toubro 4.38 Interglobe Aviation 0.95 Tata Motors Passenger Vehicles 0.7 Nestle India 0.81 Axis Bank 3.45 Dr. Reddy's Laboratories 0.68 Coal India 0.85 Adani Ports and Special Economic Zone 0.98

Debt & Others (0%) Sector Allocation Repo 0.09 Net Payables -0.09 Debt Credit Ratings Debt Category Others 0.0

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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