Sundaram Large Cap Fund - Growth - Regular Plan

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  • 0.5 %Nav, as on 05-06-2025

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  • Net Change on 05-06-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Bluechip Fund - Growth May 23, 2008 13.85 19.84 23.65 1.43 68,033.75
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 12.68 16.46 21.38 1.50 51,010.20
Nippon India Large Cap Fund- Growth Plan -Growth Option Aug 08, 2007 13.88 22.35 26.72 1.54 39,677.38
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 15.05 14.28 19.86 1.52 38,891.55
HDFC Large Cap Fund - Growth Option Sep 03, 1996 10.28 18.06 23.15 1.61 37,315.11

Fund Holdings as on 30-April-2025

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Dr. Reddys Laboratories Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • State Bank of India

  • ICICI Lombard General Insurance Company Ltd

  • Larsen & Toubro Ltd

  • Tech Mahindra Ltd

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Interglobe Aviation Ltd

  • TVS Motor Company Ltd

  • Ultratech Cement Ltd

  • NTPC LTD

  • Hindalco Industries Ltd

  • Varun Beverages Ltd

  • Bajaj Auto Ltd

  • Craftsman Automation Ltd

  • HCL Technologies Ltd

  • Jubilant Foodworks Ltd

  • SBI Life Insurance Company Ltd

  • TATA Consumer Products Ltd

  • United Spirits Ltd

  • Info Edge (India) Ltd

  • KEI Industries Ltd

  • Kajaria Ceramics Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Insurance

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Bank - Public

  • Engineering - Construction

  • Retailing

  • Automobiles - Passenger Cars

  • Airlines

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • Auto Ancillary

  • Breweries & Distilleries

  • Tea/Coffee

  • BPO/ITeS

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

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Fund Manager

  • Cash

  • Equity

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About Sundaram Large Cap Fund

Scheme Analysis

Sundaram Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Oct-2020 and currently has an AUM of ₹3,377.07 crore. Sundaram Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Large Cap Fund ended up ₹0.1(0.5%)yesterday to ₹20.9339.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

The Sundaram Large Cap Fund is managed by Ashwin Jain .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156