SB
S. BharathFund Manager Since 24 Feb 2021
EquityLarge-Cap
Sundaram Large Cap Fund Reg Gr
3Y Annualised
11.66%
-1.25% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.01%
-1.25% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 3 months
NIFTY 50
5 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹3267.54 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment . If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Large Cap Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
4th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
168th
Sundaram Large Cap Fund Reg Gr
-4.01%
Fund Managers
RB
Rahul BaijalFund Manager Since 8 Oct 2020
RS
Rohit SeksariaFund Manager Since 8 Oct 2020
About Sundaram Large Cap Fund Reg Gr
Sundaram Large Cap Fund Reg Gr is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 5 years, having been launched on 2020-10-08. Sundaram Large Cap Fund Reg Gr has ₹3267.54 Cr worth of assets under management (AUM) as of Thu Mar 05 2026. The latest Net Asset Value (NAV) of Sundaram Large Cap Fund Reg Gr as of Wed Mar 04 2026 is ₹20.6923. The fund has an expense ratio of 1.92%, which is medium comparable to most other Equity funds.
Sundaram Large Cap Fund Reg Gr returns for the last 1 year are 8.65%. Since launch, it has delivered 14.41% average annual returns.
The Sundaram Large Cap Fund Reg Gr has the majority of its money invested in Financial Services, Communication Services, Technology, Energy, Industrials, Healthcare sectors.
Top 5 Holdings of Sundaram Large Cap Fund Reg Gr.
- HDFC Bank Ltd: 9.04%
- ICICI Bank Ltd: 6.95%
- Axis Bank Ltd: 6.27%
- Bharti Airtel Ltd: 5.89%
- State Bank of India: 5.33%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2020-10-08 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Large Cap Fund Reg Gr
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
13.44%
expense ratio
0.74%
fund size
₹7933.61 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.40%
expense ratio
0.24%
fund size
₹1838.47 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
14.07%
expense ratio
1.22%
fund size
₹1055.78 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.44%
fund size
₹370.97 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.43%
expense ratio
0.44%
fund size
₹370.97 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
