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Fund Overview of Sundaram Large Cap Fund Regular-growth
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₹3,000.8 CrAUM
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₹20.63NAV
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1.94%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Large Cap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.74% | NA | 2.02% |
| 6 Months | -4.21% | NA | 10.55% |
| 1 Year | -1.82% | -1.82% | -1.10% |
| 2 Years | 1.71% | 0.85% | 17.47% |
| 3 Years | 29.16% | 8.90% | 15.47% |
| 5 Years | 55.43% | 9.22% | 19.14% |
| 7 Years | 108.83% | 11.09% | NA |
| 10 Years | 208.72% | 11.93% | 12.83% |
Compare Sundaram Large Cap Fund Regular-growth with other mutual funds in the same category
Sundaram Large Cap Fund Regular-growth
Bharat 22 Etf-growth
ICICI Prudential Bharat 22 Fof Direct-growth
Asset Allocation
equities
96.93%other assets or cash equivalents
3.07%Sundaram Large Cap Fund Regular-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 08 Oct 2020, the fund aims Capital appreciation over medium to long term. Investment in equity and equity-related securities of large cap companies. It manages assets worth ₹3,000.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.94%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Large Cap Fund Regular-growth
The portfolio allocation consists of 96.93% in equities, 3.07% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of -1.82% in the last year, a total return since inception of 16.41%.
To make informed investment decisions it makes sense to explore best sip investment suited to long-term goals.
Key Metrics of Sundaram Large Cap Fund Regular-growth
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Standard Deviation12.91%
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Sharpe Ratio0.24%
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Alpha-1.94%
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Beta0.88%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 Etf-growth  |
₹10,487 | -0.56% | 1.36% | 9.90% | 22.14% | 24.85% |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.88% | 24.66% |
| ICICI Prudential Bharat 22 Fof-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.87% | 24.65% |
Nippon India Large Cap Fund Direct-growth  |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| Nippon India Large Cap Fund Direct-idcw |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| UTI Bse Sensex Next 50 Etf-growth |
₹33 | 4.13% | 9.99% | 5.10% | 18.43% | 15.96% |
| SBI Bse Sensex Next 50 Etf-idcw |
₹25 | 4.14% | 9.99% | 5.06% | 18.39% | 15.96% |
| Nippon India Etf Bse Sensex Next 50-growth |
₹117 | 4.13% | 9.96% | 4.94% | 18.24% | 15.76% |
| Nippon India Large Cap Fund-growth |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
| Nippon India Large Cap Fund-idcw |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Large Cap Fund Direct-growth
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₹3,001 | 3.33% | 4.06% | -3.62% | -0.58% | 10.30% |
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Sundaram Large Cap Fund Regular-idcw
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₹3,001 | 3.22% | 3.74% | -4.21% | -1.82% | 8.90% |
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Sundaram Large Cap Fund Direct-idcw
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₹3,001 | 3.33% | 4.06% | -3.62% | -0.58% | 10.30% |
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Sundaram Nifty 100 Equal Weight Fund-growth
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₹139 | 2.74% | 8.59% | 3.15% | 6.49% | 15.66% |
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Sundaram Nifty 100 Equal Weight Fund Direct-growth
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₹139 | 2.78% | 8.72% | 3.42% | 7.02% | 16.22% |
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Sundaram Nifty 100 Equal Weight Fund-idcw
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₹139 | 2.74% | 8.59% | 3.15% | 6.49% | 15.66% |
|
Sundaram Nifty 100 Equal Weight Fund Direct-idcw
|
₹139 | 2.78% | 8.72% | 3.42% | 7.02% | 16.22% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 Etf-idcw |
₹205,278 | ₹258.21 | 9.69% | 10.11% | 12.65% |
| SBI Bse Sensex Etf |
₹115,687 | ₹856.13 | 7.88% | 9.25% | 12.45% |
| ICICI Prudential Large Cap Fund-growth |
₹76,297 | ₹107.95 | 13.71% | 13.42% | 13.83% |
| ICICI Prudential Large Cap Fund Direct-growth |
₹76,297 | ₹119.14 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund Direct-idcw |
₹76,297 | ₹60.28 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund-idcw |
₹76,297 | ₹29.11 | 13.71% | 13.42% | 13.83% |
| UTI Nifty 50 Etf |
₹68,963 | ₹265.89 | 9.70% | 10.13% | 12.67% |
| Nippon India Etf Nifty 50 Bees |
₹62,890 | ₹273.21 | 9.70% | 10.13% | 12.63% |
| SBI Large Cap Fund-growth |
₹53,527 | ₹93.59 | 10.81% | 11.36% | 12.14% |
| SBI Large Cap Direct Plan-growth |
₹53,527 | ₹104.31 | 11.57% | 12.14% | 13.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 7.02% | ₹210.67 Cr |
| Axis Bank Ltd | Financial | 6.41% | ₹192.39 Cr |
| Bharti Airtel Ltd | Technology | 5.95% | ₹178.69 Cr |
| Hdfc Bank Ltd | Financial | 5.89% | ₹176.63 Cr |
| State Bank Of India | Financial | 5.19% | ₹155.79 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.45% | ₹133.58 Cr |
| Infosys Ltd | Technology | 3.97% | ₹119.03 Cr |
| Larsen & Toubro Ltd | Industrials | 3.77% | ₹113.22 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.50% | ₹104.98 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 3.30% | ₹98.97 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.18% | ₹95.35 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.12% | ₹93.56 Cr |
| Tech Mahindra Ltd | Technology | 2.95% | ₹88.54 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.75% | ₹82.60 Cr |
| Repo | Unspecified | 2.67% | ₹80.08 Cr |
| Marico Ltd | Consumer Staples | 2.58% | ₹77.55 Cr |
| Ntpc Ltd | Energy & Utilities | 2.54% | ₹76.10 Cr |
| Mankind Pharma Ltd. | Healthcare | 2.50% | ₹75.00 Cr |
| Ultratech Cement Ltd | Materials | 2.37% | ₹71.19 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.15% | ₹64.53 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 Etf-growth |
₹120.42 | 22.14% | 24.85% | - |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹35.19 | 21.88% | 24.66% | - |
| ICICI Prudential Bharat 22 Fof-growth |
₹35.18 | 21.87% | 24.65% | - |
| Nippon India Large Cap Fund Direct-growth |
₹100.60 | 14.82% | 16.24% | - |
| Nippon India Large Cap Fund Direct-idcw |
₹40.01 | 14.82% | 16.24% | - |
| UTI Bse Sensex Next 50 Etf-growth |
₹93.34 | 18.43% | 15.96% | - |
| SBI Bse Sensex Next 50 Etf-idcw |
₹936.23 | 18.39% | 15.96% | - |
| Nippon India Etf Bse Sensex Next 50-growth |
₹91.40 | 18.24% | 15.76% | - |
| Nippon India Large Cap Fund-growth |
₹89.52 | 13.85% | 15.26% | - |
| Nippon India Large Cap Fund-idcw |
₹26.17 | 13.85% | 15.26% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Large Cap Fund Regular-growth
What is the current AUM of Sundaram Large Cap Fund Regular-growth?
As of Sun May 31, 2026, Sundaram Large Cap Fund Regular-growth manages assets worth ₹3,000.8 crore
How has Sundaram Large Cap Fund Regular-growth performed recently?
- 3 Months: 3.74%
- 6 Months: -4.21%
What is the long-term performance of Sundaram Large Cap Fund Regular-growth?
- 3 Years CAGR: 8.90%
- 5 Years CAGR: 9.22%
- Since Inception: 16.41%
What is the portfolio composition of Sundaram Large Cap Fund Regular-growth?
Equity: 96.93%, Others: 3.07%.
Who manages Sundaram Large Cap Fund Regular-growth?
Sundaram Large Cap Fund Regular-growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Large Cap Fund Regular-growth?
Large Cap: 82.55%, Mid Cap: 12.04%, Small Cap: 5.41%.
Which are the top companies Sundaram Large Cap Fund Regular-growth has invested in?
- ICICI Bank Ltd – 7.02% of the fund's portfolio
- Axis Bank Ltd – 6.41% of the fund's portfolio
- Bharti Airtel Ltd – 5.95% of the fund's portfolio
- HDFC Bank Ltd – 5.89% of the fund's portfolio
- State Bank of India – 5.19% of the fund's portfolio
Which are the major sectors Sundaram Large Cap Fund Regular-growth focuses on?
- Financial – 29.84% of the fund's portfolio
- Technology – 12.87% of the fund's portfolio
- Consumer Discretionary – 9.17% of the fund's portfolio
- Energy & Utilities – 6.99% of the fund's portfolio
- Consumer Staples – 6.08% of the fund's portfolio
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