Sundaram Large Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Large Cap Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,099 Cr
Lock In Period
N/A
Expense Ratio
2.04
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
Nifty 100 Total Return
Sundaram Large Cap Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.47 | -0.58 | 16.99 |
| 6M | -0.65 | 3.03 | 16.27 |
| 1Y | -3.04 | 4.74 | 16.73 |
| 3Y | 6.07 | 14.44 | 87.46 |
Portfolio Analysis
- Equity: 99.88%
- Debt: 0.13%
- Others
As on: 2026-07-31
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About Fund Sundaram Large Cap Fund Growth
Sundaram Large Cap Fund Growth managed by Sundaram Mutual Fund,is a Large-capscheme with Assets Under Management of ₹3,099 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 2.04. Under the expert guidance of Ashwin Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ashwin Jain
Mr. Ashwin Jain is a B.E. and PGDM.Prior to joining ICICI Prudential Asset Management Co. Ltd. in 2010 he has worked with HCL Technologies, Irevana and Merill Lynch.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Large Cap Fund - Institutional Plan Growth | 0 | 25,223 CR | 1.21 |
| PGIM India Large Cap Fund Growth | 2 | 538 CR | 2.45 |
| Sundaram Large Cap Fund Growth | 1 | 3,099 CR | 2.04 |
| IDBI India Top 100 Equity Fund Growth | 3 | 654 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Large Cap Fund - Institutional Plan Growth | -19.7138 | 0.4812 |
| This FundPGIM India Large Cap Fund Growth | -4.7541 | 18.4792 |
| This FundSundaram Large Cap Fund Growth | -3.0406 | 19.3218 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
Sundaram Large Cap Fund Growth FAQs
Sundaram Large Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Large Cap Fund Growth is 2.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Large Cap Fund Growth’s fund performance is as follows:
- 1 Month : -4.47%
- 6 Months : -0.65%
- 1 Year : -3.04%
- 3 Years : 6.07%
You can invest in Sundaram Large Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Large Cap Fund Growth is ₹3,099 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Large Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
