Sundaram Large Cap Fund Growth

Sundaram Large Cap Fund Growth

+8.87%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹19.99
Min. for SIP
₹100
Fund size (AUM)
₹3,062.61 Cr
Expense ratio
1.94%
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 (37)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity8.01%
ICICI Bank Ltd.FinancialEquity6.92%
Axis Bank Ltd.FinancialEquity6.19%
Bharti Airtel Ltd.CommunicationEquity6.02%
State Bank of IndiaFinancialEquity5.64%
Reliance Industries Ltd.EnergyEquity4.72%
Infosys Ltd.TechnologyEquity3.96%
Avenue Supermarts Ltd.ServicesEquity3.88%
Larsen & Toubro Ltd.ConstructionEquity3.64%
TVS Motor Company Ltd.AutomobileEquity3.18%
Kotak Mahindra Bank Ltd.FinancialEquity3.11%
Tech Mahindra Ltd.TechnologyEquity2.87%
Mahindra & Mahindra Ltd.AutomobileEquity2.74%
Craftsman Automation Ltd.AutomobileEquity2.74%
NTPC Ltd.EnergyEquity2.56%
Marico Ltd.Consumer StaplesEquity2.39%
Ultratech Cement Ltd.ConstructionEquity2.35%
Mankind Pharma Ltd.HealthcareEquity2.32%
Interglobe Aviation Ltd.ServicesEquity2.03%
PI Industries Ltd.ChemicalsEquity2.02%
SBI Life Insurance Company Ltd.InsuranceEquity1.98%
Trent Ltd.ServicesEquity1.96%
Jubilant FoodWorks Ltd.ServicesEquity1.64%
SEDEMAC Mechatronics Ltd.Capital GoodsEquity1.64%
The Indian Hotels Company Ltd.ServicesEquity1.51%
Swiggy Ltd.ServicesEquity1.41%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.39%
Tata Consumer Products Ltd.Consumer StaplesEquity1.20%
HCL Technologies Ltd.TechnologyEquity1.12%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.02%
Bank Of BarodaFinancialEquity1.01%
Eicher Motors Ltd.AutomobileEquity0.75%
Info Edge (India) Ltd.ServicesEquity0.75%
Maruti Suzuki India Ltd.AutomobileEquity0.51%
Bharat Petroleum Corporation Ltd.EnergyEquity0.50%
Cummins India Ltd.Capital GoodsEquity0.33%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.01%
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+8.9%+10.1%+12.0%+16.3%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)1108749--

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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ICICI Prudential Large Cap Fund Growth
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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 ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹19.99. 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₹75,523.60 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,