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Sundaram Mutual Fund · Equity: Large Cap
Sundaram Large Cap Fund Regular Plan - Growth
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
EquityBenchmark · Nifty 100 TRITER · 2.04%Inception · 05-10-2020
NAV
₹20.99
-0.01% · as of 28-08-2026
Since inception
16.35%
CAGR
Benchmark (inception)
16.23%
CAGR
Fund size
₹3,099 Cr
AUM
Expense ratio
2.04%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +16.35% CAGR vs benchmark +16.23%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.02%
AXIS BANK LIMITED EQ NE FV RS. 2/-6.41%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.95%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.89%
STATE BANK OF INDIA EQ NEW RE. 1/-5.19%
RELIANCE INDUSTRIES LIMITED EQ4.45%
INFOSYS LIMITED EQ FV RS 53.97%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.77%
AVENUE SUPERMARTS LIMITED EQ3.50%
CRAFTSMAN AUTOMATION LIMITED EQ3.30%
Sector allocation
Financial Services33.98%
Automobile and Auto Components12.42%
Consumer Services10.77%
Information Technology8.05%
Telecommunication5.95%
Oil, Gas & Consumable Fuels4.95%
Healthcare3.91%
Fast Moving Consumer Goods3.84%
Construction3.77%
Power2.54%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.4% p.a.₹10,000
10 years
Projected value
₹30,30,199
Invested: ₹12,00,000
Gained: ₹18,30,199
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Ashwin Jain, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148504
ISIN (Growth)
INF903JA1IZ3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large Cap funds
Taurus Large Cap Reg Gr
₹170.50
1Y
+11.0%
3Y
+14.9%
5Y
+11.4%
Quant Large Cap Fund Gr Reg Plan
₹16.11
1Y
+10.7%
3Y
+14.5%
5Y
+0.0%
Bank Of India Large Cap Fund Reg Plan Gr
₹17.00
1Y
+9.3%
3Y
+13.5%
5Y
+9.7%
Invesco India Large Cap Gr
₹73.75
1Y
+8.3%
3Y
+14.6%
5Y
+11.7%
Bajaj Finserv Large Cap Fund Reg Gr
₹10.23
1Y
+5.6%
3Y
+0.0%
5Y
+0.0%
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