Sundaram Large Cap Fund - Regular Plan Growth
Sundaram Asset Management Company Ltd
₹19.71 (+1.10%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-6.71% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.91%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Large-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹978
Invested ₹1,000
▼-2.25%1 year
₹933
Invested ₹1,000
▼-6.71%3 years
₹1,054
Invested ₹1,000
▲+5.41%5 years
₹1,054
Invested ₹1,000
▲+5.38%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 100 India TR INR |
|---|---|
| Secondary Index Name | BSE 100 India TR INR |
| Index Name | Nifty 100 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -6.71% | +5.41% | +5.38% | — |
| Cumulative returns (%) | -6.71% | +17.12% | +29.96% | — |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 8 Oct 2020 |
|---|---|
| Fund House | Sundaram Asset Management Company Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 7.73% |
| Axis Bank Ltd | 6.40% |
| Bharti Airtel Ltd | 5.99% |
| State Bank of India | 5.41% |
| HDFC Bank Ltd | 4.76% |
| Kotak Mahindra Bank Ltd | 4.57% |
| Reliance Industries Ltd | 4.27% |
| Sun Pharmaceuticals Industries Ltd | 4.03% |
| TVS Motor Co Ltd | 3.99% |
| Craftsman Automation Ltd | 3.96% |
| Dr Reddy's Laboratories Ltd | 3.89% |
| Avenue Supermarts Ltd | 3.70% |
| Larsen & Toubro Ltd | 3.64% |
| Infosys Ltd | 3.56% |
| Bharat Petroleum Corp Ltd | 3.37% |
| SBI Life Insurance Co Ltd | 3.23% |
| Tech Mahindra Ltd | 3.18% |
| ICICI Lombard General Insurance Co Ltd | 3.09% |
Investment Strategy
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Capital appreciation over medium to long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.