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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,889 Cr

Lock In Period

N/A

Expense Ratio

1.95

Benchmark

Nifty 100 Total Return

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.

Summary

Latest details for Sundaram Large Cap Fund Growth include a ₹20.2381 NAV as of Apr 24,2026 and returns since inception of 38.64%. Minimum investments start at SIP ₹100. The Sundaram Large Cap Fund Growth AUM is ₹2,889 Cr, with a lock-in of N/A years, expense ratio of 1.95%, and benchmark Nifty 100 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 7.36% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.360.9618.97
6M-4.921.2264.49
1Y-1.144.42137.57
3Y11.5012.93202.94

Portfolio Analysis

  • Equity: 96.61%
  • Debt: 3.39%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd8.05%
2. ICICI Bank Ltd7.00%
3. Axis Bank Ltd6.01%
4. Kotak Mahindra Bank Ltd3.04%

1. Infosys Ltd4.44%
2. Tech Mahindra Ltd2.86%
3. HCL Technologies Ltd1.33%

1. Sun Pharmaceutical Industries Ltd4.03%
2. Mankind Pharma Ltd2.19%
3. Dr. Reddys Laboratories Ltd1.16%

1. State Bank of India5.48%
2. Bank of Baroda1.00%

1. Bharti Airtel Ltd6.03%

1. Reliance Industries Ltd4.70%

1. Avenue Supermarts Ltd3.55%

1. Larsen & Toubro Ltd3.37%

1. TVS Motor Company Ltd3.25%

1. Mahindra & Mahindra Ltd2.77%

1. Craftsman Automation Ltd2.63%

1. NTPC LTD2.52%

1. Marico Ltd2.40%

1. Ultratech Cement Ltd2.31%

1. SBI Life Insurance Company Ltd2.05%

1. Interglobe Aviation Ltd1.98%

1. PI Industries Ltd1.91%

1. The Indian Hotels Company Ltd0.96%
2. Jubilant Foodworks Ltd0.88%

1. Trent Ltd1.65%

1. Swiggy Ltd1.44%

1. Sedemac Mechatronics Ltd1.43%

1. TATA Consumer Products Ltd1.12%

1. ICICI Lombard General Insurance Company Ltd1.05%

About Fund

Sundaram Large Cap Fund Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,889 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 1.95. 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
This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth0243.47 CR1.32
This FundAxis Capital Builder Fund - Series 1 Growth0680.9 CR1.33
This FundSundaram Large Cap Fund Growth12889.32 CR1.95
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth23.564437.1493
This FundAxis Capital Builder Fund - Series 1 Growth-2.552538.2483
This FundSundaram Large Cap Fund Growth-1.13838.6378
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.95. 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 : 7.36%
  • 6 Months : -4.92%
  • 1 Year : -1.14%
  • 3 Years : 11.50%
Returns of Sundaram Large Cap Fund Growth are updated daily based on NAV of ₹ 20.2381 as on Apr 24,2026. Since inception, the return has been 38.64%.

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 ₹2,889 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.
Min Inv Amount: ₹500