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Sundaram Large Cap Fund Growth Return

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  • 6M
  • 1Y
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This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Large Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,063 Cr

Lock In Period

N/A

Expense Ratio

1.94

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

Summary

Sundaram Large Cap Fund Growth NAV is ₹19.7777 as of 2 Jun, 2026. Sundaram Large Cap Fund Growth has delivered 27.45% returns since its launch. The minimum SIP investment amount in Sundaram Large Cap Fund Growth is ₹100. The AUM of Sundaram Large Cap Fund Growth is ₹3,063 Cr. The expense ratio of the fund is 1.94%, and its benchmark is Nifty 100 Total Return. The current exit load of the fund is 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.. In the last 1M months, Sundaram Large Cap Fund Growth has delivered -2.05% returns.

Sundaram Large Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.05-0.837.74
6M-8.561.1564.49
1Y-5.003.77137.57
3Y8.4210.74202.94

Portfolio Analysis

  • Equity: 96.02%
  • Debt: 4.00%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd8.01%
2. ICICI Bank Ltd6.92%
3. Axis Bank Ltd6.19%
4. Kotak Mahindra Bank Ltd3.11%

1. Infosys Ltd3.96%
2. Tech Mahindra Ltd2.87%
3. HCL Technologies Ltd1.12%

1. State Bank of India5.64%
2. Bank of Baroda1.01%

1. Bharti Airtel Ltd6.02%

1. Reliance Industries Ltd4.72%
2. Bharat Petroleum Corporation Ltd0.50%

1. TVS Motor Company Ltd3.18%
2. Eicher Motors Ltd0.75%

1. Avenue Supermarts Ltd3.88%

1. Mankind Pharma Ltd2.32%
2. Sun Pharmaceutical Industries Ltd1.39%

1. Larsen & Toubro Ltd3.64%

1. Mahindra & Mahindra Ltd2.74%
2. Maruti Suzuki India Ltd0.51%

1. Jubilant Foodworks Ltd1.64%
2. The Indian Hotels Company Ltd1.51%

1. Craftsman Automation Ltd2.74%

1. NTPC LTD2.56%

1. Marico Ltd2.39%

1. Ultratech Cement Ltd2.35%

1. Interglobe Aviation Ltd2.03%

1. PI Industries Ltd2.02%

1. SBI Life Insurance Company Ltd1.98%

1. Trent Ltd1.96%

1. Sedemac Mechatronics Ltd1.64%

1. Swiggy Ltd1.41%

1. TATA Consumer Products Ltd1.20%

1. ICICI Lombard General Insurance Company Ltd1.02%

About Fund Sundaram Large Cap Fund Growth

Sundaram Large Cap Fund Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹3,063 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 1.94. 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 NameRatingsAUMExpense Ratio
Sundaram Value Fund Series III Growth044.75 CR1.43
Sundaram Large Cap Fund Growth13062.61 CR1.94
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Value Fund Series III Growth17.464426.0822
This FundSundaram Large Cap Fund Growth-527.4463
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.94. 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 : -2.05%
  • 6 Months : -8.56%
  • 1 Year : -5.00%
  • 3 Years : 8.42%
Returns of Sundaram Large Cap Fund Growth are updated daily based on NAV of ₹ 19.7777 as on Jun 01,2026. Since inception, the return has been 27.45%.

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 ₹3,063 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.