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Jan 14, 2026


Category

Equity

AUM (Cr.)

3,363.64

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.91

Sharpe Ratio

4.65

Beta Ratio

0.00

Fund Manager

Ashwin Jain

Inception Date

Oct 08, 2020

Risk Level

Very High

Investment Objective

The scheme seek to generate capital appreciation by investing in large cap stocks.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large Cap Fund - Regular (G) -0.98 1.37 7.31 12.06 12.05 15.62
Benchmark - Nifty 100 TRI -1.01 2.56 12.8 14.43 13.61 0
Category Average - BEST EQUITY PERFORMERS -1.16 1.5 9.46 14.9 13.07 13.08
Category Rank 6/9 2/9 1/9 10/9 10/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Samco Large Cap Fund - Regular (G) 9.4100 0.32 0.00 0.00 0.00 130.18 2.38 5,000.00 invest
Bank of India Large Cap Fund - Regular (IDCW) 16.4900 0.18 10.75 16.05 0.00 209.59 2.30 5,000.00 invest
Bank of India Large Cap Fund - Regular (G) 16.4900 0.18 10.75 16.05 0.00 209.59 2.30 5,000.00 invest
Bandhan Large Cap Fund (G) 79.3570 0.16 11.71 17.41 13.61 2,050.87 2.02 1,000.00 invest
Quant Large Cap Fund (G) 14.8402 -0.57 4.58 13.95 0.00 3,004.53 1.91 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Dec 31, 2025 315.22 9.37 -1.63
Equity-ICICI Bank Dec 31, 2025 225.18 6.69 -25.36
Equity-Bharti Airtel Dec 31, 2025 205.72 6.12 0.19
Equity-Axis Bank Dec 31, 2025 189.82 5.64 51.88
Equity-Infosys Dec 31, 2025 165.63 4.92 -0.50
Equity-Reliance Industr Dec 31, 2025 158.78 4.72 0.19
Equity-SBI Dec 31, 2025 128.40 3.82 0.33
Equity-Sun Pharma.Inds. Dec 31, 2025 113.84 3.38 -6.11
Equity-Larsen & Toubro Dec 31, 2025 113.41 3.37 0.34
Equity-B P C L Dec 31, 2025 113.25 3.37 6.93

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 January 2026 as the record date for t...

Jan 14, 2026 10:57

Sundaram MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 19 December 2025 as the record date for ...

Dec 17, 2025 10:48

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2025 as the record date for ...

Dec 15, 2025 17:41

Sundaram Prudential MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 12 December 2025 as the record date for ...

Dec 11, 2025 08:32

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

Dec 11, 2025 08:14

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 November 2025 as the record date for ...

Nov 13, 2025 10:19

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Large Cap Fund - Regular (G)
Contact Persone : Ashwin Jain
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com