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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 · 2.08%Inception · 05-10-2020
NAV
₹19.85
+1.14% · as of 13-10-2026
Since inception
15.99%
CAGR
Benchmark (inception)
15.76%
CAGR
Fund size
₹2,866 Cr
AUM
Expense ratio
2.08%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +15.99% CAGR vs benchmark +15.76%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.53%
AXIS BANK LIMITED EQ NE FV RS. 2/-6.57%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.18%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.91%
STATE BANK OF INDIA EQ NEW RE. 1/-5.42%
RELIANCE INDUSTRIES LIMITED EQ4.27%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.76%
AVENUE SUPERMARTS LIMITED EQ3.70%
CRAFTSMAN AUTOMATION LIMITED EQ3.37%
INFOSYS LIMITED EQ FV RS 53.35%
Sector allocation
Financial Services35.30%
Automobile and Auto Components13.11%
Consumer Services11.15%
Information Technology7.09%
Telecommunication5.91%
Oil, Gas & Consumable Fuels4.77%
Construction3.76%
Fast Moving Consumer Goods3.70%
Services2.70%
Power2.29%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.0% p.a.₹10,000
10 years
Projected value
₹29,62,869
Invested: ₹12,00,000
Gained: ₹17,62,869
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
₹166.85
1Y
+5.8%
3Y
+12.7%
5Y
+9.2%
Quant Large Cap Fund Gr Reg Plan
₹15.19
1Y
+1.4%
3Y
+10.8%
5Y
+0.0%
JioBlackRock Large Cap Fund Reg Gr
₹9.29
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Parag Parikh Large Cap Fund Reg Plan Gr
₹9.07
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Bank Of India Large Cap Fund Reg Plan Gr
₹15.99
1Y
-0.7%
3Y
+9.6%
5Y
+6.4%
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