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Jul 20, 2026


Category Equity
AUM (Cr.) 3,062.98
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.06
Sharpe Ratio -2.08
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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Nifty 100 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Large Cap Fund - Regular (G) 0.47 -2.28 -1.99 7 9.11 13.44
Benchmark - Nifty 100 TRI 1.03 -3.04 -0.63 10.17 10.61 0
Category Average - BEST EQUITY PERFORMERS 1.27 -0.42 -0.36 10.06 10.57 11.74
Category Rank 6/9 10/9 9/9 10/9 10/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Taurus Large Cap Fund (IDCW) 71.9500 1.48 4.23 13.14 11.43 51.88 2.75 500.00 invest
Taurus Large Cap Fund (G) 164.2300 1.46 4.22 13.14 11.43 51.88 2.75 500.00 invest
Samco Large Cap Fund - Regular (G) 9.0500 1.46 -8.49 0.00 0.00 102.45 3.65 5,000.00 invest
Franklin India Large Cap Fund (G) 1,017.1331 0.90 -0.95 10.10 8.82 7,255.73 2.16 5,000.00 invest
Motilal Oswal Large Cap Fund - Regular (G) 13.6941 -0.52 -2.18 0.00 0.00 3,189.13 1.96 500.00 invest

Asset Allocation

Asset Legend Asset 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-Bharti Airtel Jun 30, 2026 180.94 5.91 1.26
Equity-Craftsman Auto Jun 30, 2026 103.19 3.37 4.25
Equity-Avenue Super. Jun 30, 2026 113.43 3.70 8.05
Equity-Reliance Industr Jun 30, 2026 130.82 4.27 -2.07
Equity-Larsen & Toubro Jun 30, 2026 115.07 3.76 1.64
Equity-SBI Jun 30, 2026 165.89 5.42 6.48
Equity-ICICI Bank Jun 30, 2026 230.59 7.53 9.46
Equity-Axis Bank Jun 30, 2026 201.23 6.57 4.59
Equity-HDFC Bank Jun 30, 2026 189.30 6.18 7.17
Reverse Repo-TREPS Jun 30, 2026 126.42 4.13 57.86

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Large Cap Fund - Regular (G)
Contact Person
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