Sundaram Large Cap Fund

Equity Large Cap Regular
Regular
Direct

3 Year Absolute Returns

8.69% ↑

NAV (₹) on 30 Mar 2026

13.75

1 Day NAV Change

-2.27%

Risk Level

Very High Risk

Rating

Sundaram Large Cap Fund is a Equity mutual fund categorized under Diversified, offered by Sundaram Asset Management Company Ltd.. Launched on 17 Sep 2020, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
17 Sep 2020
Min. Lumpsum Amount
₹ 100
Fund Age
5 Yrs
AUM
₹ 3,244.86 Cr.
Benchmark
Nifty 100 Total Return
Expense Ratio
1.92%
Scheme Type
Open Ended
Exit Load
1%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 3,244.86 Cr

Equity
187.43%
Money Market & Cash
12.57%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 25.39%
IT Consulting & Software 7.83%
Finance - Banks - Public Sector 7.14%
Pharmaceuticals 6.79%
Telecom Services 5.66%
Treps/Reverse Repo 4.48%
Refineries 4.34%
Construction, Contracting & Engineering 3.66%
Auto - 2 & 3 Wheelers 3.36%
Retail - Departmental Stores 3.07%
Auto - Cars & Jeeps 2.84%
Engineering - General 2.53%
Cement 2.42%
Power - Generation/Distribution 2.32%
Edible Oils & Solvent Extraction 2.29%
Airlines 2.16%
Finance - Life Insurance 2.09%
Agro Chemicals/Pesticides 1.95%
Hotels, Resorts & Restaurants 1.94%
Retail - Apparel/Accessories 1.74%
E-Commerce/E-Retail 1.49%
Tea & Coffee 1.13%
Personal Care 1.05%
Finance - Non Life Insurance 1.04%
Internet & Catalogue Retail 0.75%
Engines 0.29%
Cash 0.25%

Stock Holdings

Name Weightage Value (in Cr.) Sector
HDFC Bank Ltd 8.70% ₹ 282.32 Finance - Banks - Private Sector
ICICI Bank Ltd 7.13% ₹ 231.21 Finance - Banks - Private Sector
Axis Bank Ltd 6.38% ₹ 206.94 Finance - Banks - Private Sector
State Bank of India 5.98% ₹ 194.12 Finance - Banks - Public Sector
Bharti Airtel Ltd 5.66% ₹ 183.61 Telecom Services
TREPS 4.48% ₹ 145.43 Others
Reliance Industries Ltd 4.34% ₹ 140.93 Refineries
Infosys Ltd 4.11% ₹ 133.30 IT Consulting & Software
Larsen & Toubro Ltd 3.66% ₹ 118.82 Construction, Contracting & Engineering
Sun Pharmaceutical Industries Ltd 3.54% ₹ 114.99 Pharmaceuticals
TVS Motor Company Ltd 3.32% ₹ 107.89 Auto - 2 & 3 Wheelers
Kotak Mahindra Bank Ltd 3.18% ₹ 103.04 Finance - Banks - Private Sector
Avenue Supermarts Ltd 3.07% ₹ 99.62 Retail - Departmental Stores
Mahindra & Mahindra Ltd 2.84% ₹ 92.15 Auto - Cars & Jeeps
Craftsman Automation Ltd 2.53% ₹ 82.09 Engineering - General
Tech Mahindra Ltd 2.50% ₹ 81.02 IT Consulting & Software
Ultratech Cement Ltd 2.42% ₹ 78.60 Cement
NTPC LTD 2.32% ₹ 75.12 Power - Generation/Distribution
Marico Ltd 2.29% ₹ 74.43 Edible Oils & Solvent Extraction
Mankind Pharma Ltd 2.19% ₹ 70.96 Pharmaceuticals
Interglobe Aviation Ltd 2.16% ₹ 69.99 Airlines
SBI Life Insurance Company Ltd 2.09% ₹ 67.77 Finance - Life Insurance
PI Industries Ltd 1.95% ₹ 63.20 Agro Chemicals/Pesticides
Trent Ltd 1.74% ₹ 56.54 Retail - Apparel/Accessories
Swiggy Ltd 1.49% ₹ 48.23 E-Commerce/E-Retail
HCL Technologies Ltd 1.22% ₹ 39.72 IT Consulting & Software
Bank of Baroda 1.16% ₹ 37.62 Finance - Banks - Public Sector
TATA Consumer Products Ltd 1.13% ₹ 36.51 Tea & Coffee
Dr. Reddys Laboratories Ltd 1.06% ₹ 34.41 Pharmaceuticals
Colgate Palmolive (IndiLtd 1.05% ₹ 33.96 Personal Care
ICICI Lombard General Insurance Company Ltd 1.04% ₹ 33.64 Finance - Non Life Insurance
The Indian Hotels Company Ltd 1.00% ₹ 32.33 Hotels, Resorts & Restaurants
Jubilant Foodworks Ltd 0.94% ₹ 30.51 Hotels, Resorts & Restaurants
Info Edge (IndiLtd 0.75% ₹ 24.20 Internet & Catalogue Retail
Cummins India Ltd 0.29% ₹ 9.52 Engines
Cash & Other Net Current Assets 0.25% ₹ 8.98 Others
TVS Motor Company Ltd 6.00% (Preference Shar01-Sep-2026 0.04% ₹ 1.15 Auto - 2 & 3 Wheelers

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -17.72% -18.04% -8.70% 2.82%
Category returns -10.94% -1.50% 5.45% 45.49%

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Equity - Large Cap

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
ITI Large Cap Fund
Largecap Regular
-8.21% 32.84% 41.04% ₹507 2.35%
Very High
Union Largecap Fund
Diversified Regular
-5.60% 32.68% 51.74% ₹453 2.54%
Very High
Union Largecap Fund
Diversified Regular
-5.60% 32.68% 51.74% ₹453 2.54%
Very High
Mirae Asset Large Cap Fund
Diversified Regular
-4.74% 32.20% 51.16% ₹40,184 1.52%
Very High
Sundaram Large Cap Fund
Diversified Regular
-5.46% 31.80% 53.54% ₹3,245 1.92%
Very High
UTI Large Cap Fund
Largecap Regular
-6.13% 31.80% 47.74% ₹12,658 1.75%
Very High
Axis Large Cap Fund
Diversified Regular
-6.03% 31.58% 37.64% ₹32,437 1.58%
Very High
LIC MF Large Cap Fund - Direct Plan
Diversified Direct
-5.82% 31.56% 50.72% ₹1,422 1.10%
Very High
LIC MF Large Cap Fund - Direct Plan
Diversified Direct
-5.83% 31.53% 43.93% ₹1,422 1.10%
Very High
LIC MF Large Cap Fund - Direct Plan
Diversified Direct
-5.83% 31.53% 43.93% ₹1,422 1.10%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Equity Savings Fund (Growth Accum)
Hybrid Regular
0.27% 32.98% 53.74% ₹1,182 2.51%
Moderate
Sundaram Large Cap Fund
Diversified Regular
-5.46% 31.80% 53.54% ₹3,245 1.92%
Very High
Sundaram Small Cap Fund - Direct Plan
MidsmallCap Direct
-4.61% 31.38% 47.53% ₹3,306 0.83%
Very High
Sundaram Small Cap Fund - Direct Plan
MidsmallCap Direct
-4.61% 31.38% 47.53% ₹3,306 0.83%
Very High
Sundaram Flexicap Fund - Direct Plan
Diversified Direct
-8.52% 29.03% 0.00% ₹2,059 0.70%
Very High
Sundaram Flexicap Fund - Direct Plan
Diversified Direct
-8.52% 29.03% 0.00% ₹2,059 0.70%
Very High
Sundaram Balanced Advantage Fund
Hybrid Regular
-2.53% 27.45% 41.10% ₹1,695 2.06%
Moderately High
Sundaram Small Cap Fund
MidsmallCap Regular
-5.68% 27.07% 37.93% ₹3,306 1.94%
Very High
Sundaram Small Cap Fund
MidsmallCap Regular
-5.68% 27.07% 37.93% ₹3,306 1.94%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-7.83% 26.76% 34.88% ₹135 0.52%
Very High

FAQs

What is the current NAV of Sundaram Large Cap Fund Regular IDCW-Reinvestment?

The current Net Asset Value (NAV) of Sundaram Large Cap Fund Regular IDCW-Reinvestment is ₹13.75 as of 30 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Large Cap Fund Regular IDCW-Reinvestment?

The Assets Under Management (AUM) of Sundaram Large Cap Fund Regular IDCW-Reinvestment is ₹3,244.86 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Large Cap Fund Regular IDCW-Reinvestment?

Sundaram Large Cap Fund Regular IDCW-Reinvestment has delivered returns of -18.04% (1 Year), 2.82% (3 Year), 2.17% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Large Cap Fund Regular IDCW-Reinvestment?

Sundaram Large Cap Fund Regular IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Large Cap Fund Regular IDCW-Reinvestment?

The minimum lumpsum investment required for Sundaram Large Cap Fund Regular IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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