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Home Mf Research Sundaram Large Cap Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Large Cap Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Large Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,034.39 +3.44%
Two Week 2026-10-19 ₹1,000.00 ₹1,026.24 +2.62%
One Month 2026-10-05 ₹1,000.00 ₹1,038.45 +3.85%
Three Months 2026-08-05 ₹3,000.00 ₹2,985.29 -0.49%
Six Months 2026-05-07 ₹6,000.00 ₹6,006.09 +0.10%
One Year 2025-11-03 ₹12,000.00 ₹11,871.77 -1.07%
Three Year 2023-11-06 ₹36,000.00 ₹36,244.76 +0.68%
Five Year 2021-11-08 ₹60,000.00 ₹68,964.79 +14.94%
Since Inception 2020-10-08 ₹74,000.00 ₹91,822.33 +24.08%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 92.01%
Automobiles 24.69%
Auto Components 20.28%
It - Software 19.50%
Retailing 18.84%
Telecom - Services 17.37%
Insurance 14.07%
Construction 11.04%
Leisure Services 10.38%
Petroleum Products 9.00%
Pharmaceuticals & Biotechnology 7.86%
Finance 7.65%
Transport Services 7.44%
Cement & Cement Products 6.96%
Power 6.33%
Other 6.27%
Consumer Durables 6.06%
Fertilizers & Agrochemicals 4.71%
Agricultural Food & Other Products 3.27%
Beverages 2.94%
Healthcare Services 1.98%
Industrial Products 0.96%
Transport Infrastructure 0.51%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd 7.98%
Axis Bank Ltd 6.36%
Bharti Airtel Ltd 5.79%
State Bank of India 5.60%
HDFC Bank Ltd 4.47%
Kotak Mahindra Bank Ltd 4.31%
Craftsman Automation Ltd 4.00%
TVS Motor Company Ltd 3.96%
Infosys Ltd 3.80%
Larsen & Toubro Ltd 3.68%
Avenue Supermarts Ltd 3.30%
Mahindra & Mahindra Ltd 2.91%
ICICI Lombard General Insurance Company Ltd 2.80%
Sedemac Mechatronics Ltd 2.76%
Sun Pharmaceutical Industries Ltd 2.62%
Cholamandalam Investment and Finance Company Ltd 2.55%
Interglobe Aviation Ltd 2.48%
Reliance Industries Ltd 2.46%
Ultratech Cement Ltd 2.32%
NTPC LTD 2.11%
Titan Company Ltd 2.01%
Bank of Baroda 1.95%
SBI Life Insurance Company Ltd 1.89%
The Indian Hotels Company Ltd 1.75%
Jubilant Foodworks Ltd 1.71%
PI Industries Ltd 1.57%
Swiggy Ltd 1.47%
Tech Mahindra Ltd 1.47%
HCL Technologies Ltd 1.23%
TATA Consumer Products Ltd 1.09%
Info Edge (India) Ltd 1.01%
Varun Beverages Ltd 0.98%
Eicher Motors Ltd 0.84%
Max Healthcare Institute Ltd 0.66%
Bharat Petroleum Corporation Ltd 0.54%
Maruti Suzuki India Ltd 0.52%
Trent Ltd 0.50%
Cummins India Ltd 0.32%
JSW Infrastructure Ltd 0.17%
LG Electronics India Ltd 0.01%
TREPS 2.19%
Cash and Other Net Current Assets 0.00%
ICICI Bank Ltd 7.98%
Axis Bank Ltd 6.36%
Bharti Airtel Ltd 5.79%
State Bank of India 5.60%
HDFC Bank Ltd 4.47%
Kotak Mahindra Bank Ltd 4.31%
Craftsman Automation Ltd 4.00%
TVS Motor Company Ltd 3.96%
Infosys Ltd 3.80%
Larsen & Toubro Ltd 3.68%
Avenue Supermarts Ltd 3.30%
Mahindra & Mahindra Ltd 2.91%
ICICI Lombard General Insurance Company Ltd 2.80%
Sedemac Mechatronics Ltd 2.76%
Sun Pharmaceutical Industries Ltd 2.62%
Cholamandalam Investment and Finance Company Ltd 2.55%
Interglobe Aviation Ltd 2.48%
Reliance Industries Ltd 2.46%
Ultratech Cement Ltd 2.32%
NTPC LTD 2.11%
Titan Company Ltd 2.01%
Bank of Baroda 1.95%
SBI Life Insurance Company Ltd 1.89%
The Indian Hotels Company Ltd 1.75%
Jubilant Foodworks Ltd 1.71%
PI Industries Ltd 1.57%
Swiggy Ltd 1.47%
Tech Mahindra Ltd 1.47%
HCL Technologies Ltd 1.23%
TATA Consumer Products Ltd 1.09%
Info Edge (India) Ltd 1.01%
Varun Beverages Ltd 0.98%
Eicher Motors Ltd 0.84%
Max Healthcare Institute Ltd 0.66%
Bharat Petroleum Corporation Ltd 0.54%
Maruti Suzuki India Ltd 0.52%
Trent Ltd 0.50%
Cummins India Ltd 0.32%
JSW Infrastructure Ltd 0.17%
LG Electronics India Ltd 0.01%
TREPS 2.19%
Cash and Other Net Current Assets -0.15%
ICICI Bank Ltd 7.98%
Axis Bank Ltd 6.36%
Bharti Airtel Ltd 5.79%
State Bank of India 5.60%
HDFC Bank Ltd 4.47%
Kotak Mahindra Bank Ltd 4.31%
Craftsman Automation Ltd 4.00%
TVS Motor Company Ltd 3.96%
Infosys Ltd 3.80%
Larsen & Toubro Ltd 3.68%
Avenue Supermarts Ltd 3.30%
Mahindra & Mahindra Ltd 2.91%
ICICI Lombard General Insurance Company Ltd 2.80%
Sedemac Mechatronics Ltd 2.76%
Sun Pharmaceutical Industries Ltd 2.62%
Cholamandalam Investment and Finance Company Ltd 2.55%
Interglobe Aviation Ltd 2.48%
Reliance Industries Ltd 2.46%
Ultratech Cement Ltd 2.32%
NTPC LTD 2.11%
Titan Company Ltd 2.01%
Bank of Baroda 1.95%
SBI Life Insurance Company Ltd 1.89%
The Indian Hotels Company Ltd 1.75%
Jubilant Foodworks Ltd 1.71%
PI Industries Ltd 1.57%
Swiggy Ltd 1.47%
Tech Mahindra Ltd 1.47%
HCL Technologies Ltd 1.23%
TATA Consumer Products Ltd 1.09%
Info Edge (India) Ltd 1.01%
Varun Beverages Ltd 0.98%
Eicher Motors Ltd 0.84%
Max Healthcare Institute Ltd 0.66%
Bharat Petroleum Corporation Ltd 0.54%
Maruti Suzuki India Ltd 0.52%
Trent Ltd 0.50%
Cummins India Ltd 0.32%
JSW Infrastructure Ltd 0.17%
LG Electronics India Ltd 0.01%
TREPS 2.19%
Cash and Other Net Current Assets -0.15%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
12.7%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.2
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Taurus Large Cap Fund - Regular Plan - Growth 5.32% 14.53% 10.77%
Quant Large Cap Fund - Regular Plan - Growth 0.45% 12.17% 10.90%
Parag Parikh Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -7.05%
Jioblackrock Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -18.90%
Invesco India Large Cap Fund - Regular Plan - Growth -0.98% 13.00% 12.05%
Bank Of India Large Cap Fund - Regular Plan - Growth -2.04% 10.80% 9.57%
Baroda Bnp Paribas Large Cap Fund - Regular Plan - Growth -2.54% 10.81% 14.94%
Bandhan Large Cap Fund - Regular Plan - Growth -3.41% 12.54% 10.54%
Bajaj Finserv Large Cap Fund - Regular Plan - Growth -3.52% 0.00% -0.20%
HSBC Large Cap Fund - Regular Plan - Growth -3.54% 9.72% 17.46%

Returns are historical and do not guarantee future performance.

View All Equity Large Cap Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.03%
Expense Ratio (Direct)
0.82%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 100 TRI

Exit Load

Charges that may apply when you redeem units

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil
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