Sundaram Large Cap Fund · Regular · Growth
NAV
₹20.6349
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹3,215 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.82%
- 3Y
- +8.92%
- 5Y
- +9.36%
- Since Inception
- +13.58%
SIP returns (XIRR)
- 1Y
- -2.00%
- 3Y
- +3.26%
- 5Y
- +7.05%
- Since Inception
- +8.26%
This fund trailed its benchmark
Top performers in Large Cap by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹34,000
Invested
₹40,932
Value today
6.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,978
Value today
12.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,40,000
Withdrawn
₹15,68,944
Corpus left
+₹9,08,944 net gain — withdrew ₹3,40,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,67,018
Value today
-18.5%
vs lumpsum
Direct lumpsum would have beaten STP by 18.5% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 03 Jun 2024
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹98,211
Value today
1.0×
Multiple
Risk Metrics
Trailing 1 year, annualised-0.45
Sharpe Ratio
-0.05
Alpha
0.46
Beta
-0.45
Sortino
13.01%
Std Dev
-13.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks31.00%
- IT - Software8.00%
- Retailing8.00%
- Automobiles7.00%
- Telecom - Services6.00%
- Petroleum Products5.00%
- Agricultural Food & Other Products4.00%
- Construction4.00%
- Auto Components4.00%
- Pharmaceuticals & Biotechnology4.00%
- Power3.00%
- Insurance3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd8.01%
- 2Icici Bank Ltd6.92%
- 3Axis Bank Ltd6.19%
- 4Bharti Airtel Ltd6.02%
- 5State Bank Of India5.64%
- 6Reliance Industries Ltd4.72%
- 7Infosys Ltd3.96%
- 8Avenue Supermarts Ltd3.88%
- 9Larsen & Toubro Ltd3.64%
- 10Tvs Motor Company Ltd3.18%
Investment Objective
Sundaram Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
Sundaram Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹3,215 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations