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Sundaram Mutual Fund · Equity: Large Cap
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip 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 · 1.94%Inception · 05-10-2020
NAV
₹19.94
-1.16% · as of 29-05-2026
Since inception
16.28%
CAGR
Benchmark (inception)
16.24%
CAGR
Fund size
₹3,063 Cr
AUM
Expense ratio
1.94%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.28% CAGR vs benchmark +16.24%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.05%
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.00%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.03%
AXIS BANK LIMITED EQ NE FV RS. 2/-6.01%
STATE BANK OF INDIA EQ NEW RE. 1/-5.48%
RELIANCE INDUSTRIES LIMITED EQ4.70%
INFOSYS LIMITED EQ FV RS 54.44%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-4.03%
AVENUE SUPERMARTS LIMITED EQ3.55%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.37%
Sector allocation
Financial Services33.68%
Automobile and Auto Components10.08%
Consumer Services9.27%
Information Technology8.63%
Healthcare7.38%
Telecommunication6.03%
Oil, Gas & Consumable Fuels4.70%
Fast Moving Consumer Goods4.45%
Construction3.37%
Power2.52%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.3% p.a.₹10,000
10 years
Projected value
₹30,16,968
Invested: ₹12,00,000
Gained: ₹18,16,968
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
Quant Large Cap Fund Reg Gr
₹15.50
1Y
+6.2%
3Y
+16.2%
5Y
+0.0%
BANK OF INDIA Large Cap Fund Reg Plan Gr
₹16.25
1Y
+3.5%
3Y
+14.3%
5Y
+0.0%
Parag Parikh Large Cap Fund Reg Plan Gr
₹9.37
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
SBI Large Cap FUND Reg PLAN Gr
₹91.21
1Y
-0.1%
3Y
+10.8%
5Y
+10.9%
Bandhan Large Cap Reg Gr
₹74.97
1Y
-0.1%
3Y
+13.1%
5Y
+11.3%
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