Sundaram Large Cap Fund Growth

Sundaram Large Cap Fund Growth

+5.10%
3Y annualised
+0.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep '26
₹20.17
Min. for SIP
₹100
Fund size (AUM)
₹3,055.94 Cr
Expense ratio
2.08%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹28,965
-3.45%
1 year₹60,000₹57,421
-4.30%
3 years₹1,80,000₹1,83,256
+1.81%
5 years₹3,00,000₹3,47,377
+15.79%

Holdings (42)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity7.98%
Axis Bank LtdFinancialEquity6.36%
Bharti Airtel LtdTechnologyEquity5.79%
State Bank of IndiaFinancialEquity5.60%
HDFC Bank LtdFinancialEquity4.47%
Kotak Mahindra Bank LtdFinancialEquity4.31%
Craftsman Automation LtdConsumer DiscretionaryEquity4.00%
TVS Motor Company LtdConsumer DiscretionaryEquity3.96%
Infosys LtdTechnologyEquity3.80%
Larsen & Toubro LtdIndustrialsEquity3.68%
Avenue Supermarts LtdConsumer StaplesEquity3.30%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.91%
ICICI Lombard General Insurance Company LtdFinancialEquity2.80%
SEDEMAC Mechatronics Ltd.IndustrialsEquity2.76%
Sun Pharmaceutical Industries LtdHealthcareEquity2.62%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.55%
Interglobe Aviation LtdIndustrialsEquity2.48%
Reliance Industries LtdEnergy & UtilitiesEquity2.46%
Ultratech Cement LtdMaterialsEquity2.32%
RepoUnspecifiedRepo2.19%
NTPC LtdEnergy & UtilitiesEquity2.11%
Titan Company LtdConsumer DiscretionaryEquity2.01%
Bank Of BarodaFinancialEquity1.95%
SBI Life Insurance Company LtdFinancialEquity1.89%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.75%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.71%
PI Industries LtdMaterialsEquity1.57%
Swiggy Ltd.TechnologyEquity1.47%
Tech Mahindra LtdTechnologyEquity1.47%
HCL Technologies LtdTechnologyEquity1.23%
Tata Consumer Products LtdConsumer StaplesEquity1.09%
Info Edge (India) LtdTechnologyEquity1.01%
Varun Beverages LtdConsumer StaplesEquity0.98%
Eicher Motors LtdConsumer DiscretionaryEquity0.84%
Max Healthcare Institute LtdHealthcareEquity0.66%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.54%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.52%
Trent LtdConsumer DiscretionaryEquity0.50%
Cummins India LtdIndustrialsEquity0.32%
JSW Infrastructure LtdIndustrialsEquity0.17%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.01%
Net PayablesUnspecifiedNet Payables-0.15%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+5.1%+5.9%+10.9%+16.1%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)1028742--

Exit load, stamp duty and tax

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

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Fund management

AJ
Ashwin Jain
Oct 2024 - Present
View details

Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

About Sundaram Large Cap Fund Growth

Sundaram Large Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Large Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 16 Sep 2026 is ₹20.17. The Sundaram Large Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund benchmarkNIFTY 100 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹83,817.48 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,