Fund Overview of Sundaram Large Cap Fund Regular - Growth
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₹3,391.4 CrAUM
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₹21.20NAV
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1.91%Expense Ratio
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EquityFund Category
Returns of Sundaram Large Cap Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.78% | NA | 2.02% |
| 6 Months | 10.45% | NA | 10.55% |
| 1 Year | -1.76% | -1.76% | -1.10% |
| 2 Years | 24.91% | 11.76% | 17.47% |
| 3 Years | 43.86% | 12.89% | 15.47% |
| 5 Years | 109.48% | 15.94% | 19.14% |
| 7 Years | 137.83% | 13.18% | NA |
| 10 Years | 210.58% | 12.00% | 12.83% |
Asset Allocation
equities
92.01%other assets or cash equivalents
7.99%Sundaram Large Cap Fund Regular - Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 08 Oct 2020, the fund aims Capital appreciation over medium to long term. Investment in equity and equity-related securities of large cap companies. It manages assets worth ₹3,391.4 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.91%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Large Cap Fund Regular - Growth
The portfolio allocation consists of 92.01% in equities, 7.99% in other assets or cash equivalents. Managed by Rohit Seksaria, it has delivered a return of -1.76% in the last year, a total return since inception of 17.07%.
Key Metrics of Sundaram Large Cap Fund Regular - Growth
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Standard Deviation11.64%
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Sharpe Ratio0.45%
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Alpha-1.25%
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Beta0.91%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Nifty Next 50 Etf-growth  |
₹137 | 1.37% | 0.60% | -7.90% | 18.27% | 20.96% |
| Aditya Birla Sun Life Large Cap Direct Fund-growth |
₹30,235 | 1.05% | -0.19% | 0.98% | 16.96% | 19.67% |
| Aditya Birla Sun Life Large Cap Fund Regular-growth |
₹30,235 | 0.99% | -0.36% | 0.32% | 16.19% | 18.88% |
| Aditya Birla Sun Life Nifty 50 Etf-growth |
₹3,011 | 1.24% | 0.04% | 2.38% | 14.86% | 17.57% |
| Aditya Birla Sun Life Nifty 50 Index Fund Direct-growth |
₹1,114 | 1.23% | -0.02% | 2.18% | 14.60% | 17.21% |
| Aditya Birla Sun Life Nifty 50 Index Fund Regular-growth |
₹1,114 | 1.20% | -0.08% | 1.91% | 14.28% | 16.88% |
| Aditya Birla Sun Life Bse Sensex Etf-growth |
₹279 | 1.32% | -0.58% | 2.25% | 13.78% | 16.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Large Cap Fund Direct - Growth
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₹3,391 | 0.83% | -0.46% | 11.16% | -0.51% | 14.36% |
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Sundaram Large Cap Fund Regular-idcw
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₹3,391 | 0.73% | -0.78% | 10.45% | -1.76% | 12.89% |
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Sundaram Large Cap Fund Direct-idcw
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₹3,391 | 0.83% | -0.46% | 11.16% | -0.51% | 14.36% |
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Sundaram Nifty 100 Equal Weight Fund-growth
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₹108 | 1.00% | 1.15% | 14.74% | -2.55% | 17.28% |
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Sundaram Nifty 100 Equal Weight Fund Direct-growth
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₹108 | 1.04% | 1.27% | 15.00% | -2.09% | 17.84% |
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Sundaram Nifty 100 Equal Weight Fund-idcw
|
₹108 | 1.00% | 1.15% | 14.74% | -2.55% | 17.28% |
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Sundaram Nifty 100 Equal Weight Fund Direct-idcw
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₹108 | 1.04% | 1.27% | 15.00% | -2.09% | 17.84% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Large Cap Fund Regular-growth |
₹30,235 | ₹531.80 | 16.19% | 18.88% | 12.63% |
| Aditya Birla Sun Life Large Cap Direct Fund-growth |
₹30,235 | ₹588.58 | 16.96% | 19.67% | 13.51% |
| Aditya Birla Sun Life Nifty 50 Etf-growth |
₹3,011 | ₹29.35 | 14.86% | 17.57% | 13.18% |
| Aditya Birla Sun Life Nifty 50 Index Fund Direct-growth |
₹1,114 | ₹261.82 | 14.60% | 17.21% | 12.57% |
| Aditya Birla Sun Life Nifty 50 Index Fund Regular-growth |
₹1,114 | ₹256.04 | 14.28% | 16.88% | 12.28% |
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct-growth |
₹376 | ₹18.68 | 18.25% | - | - |
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-growth |
₹376 | ₹18.18 | 17.51% | - | - |
| Aditya Birla Sun Life Bse Sensex Etf-growth |
₹279 | ₹82.41 | 13.78% | 16.57% | - |
| Aditya Birla Sun Life Nifty Next 50 Index Fund Direct-growth |
₹203 | ₹17.00 | 17.70% | - | - |
| Aditya Birla Sun Life Nifty Next 50 Etf-growth |
₹137 | ₹71.80 | 18.27% | 20.96% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 9.49% | ₹321.80 Cr |
| Hdfc Bank Ltd | Financial | 9.46% | ₹320.91 Cr |
| Hdfc Bank Ltd | Financial | 9.22% | ₹302.44 Cr |
| Hdfc Bank Ltd | Financial | 9.22% | ₹302.44 Cr |
| Icici Bank Ltd | Financial | 8.93% | ₹292.82 Cr |
| Icici Bank Ltd | Financial | 8.93% | ₹292.82 Cr |
| Repo | Unspecified | 6.29% | ₹206.38 Cr |
| Repo | Unspecified | 6.29% | ₹206.38 Cr |
| Bharti Airtel Ltd | Technology | 5.51% | ₹187.03 Cr |
| Bharti Airtel Ltd | Technology | 5.60% | ₹183.52 Cr |
| Bharti Airtel Ltd | Technology | 5.60% | ₹183.52 Cr |
| Infosys Ltd | Technology | 4.75% | ₹161.01 Cr |
| Repo | Unspecified | 4.60% | ₹155.99 Cr |
| Infosys Ltd | Technology | 4.69% | ₹153.84 Cr |
| Infosys Ltd | Technology | 4.69% | ₹153.84 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.14% | ₹140.56 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.21% | ₹137.91 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.21% | ₹137.91 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 3.82% | ₹129.48 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.53% | ₹115.88 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.53% | ₹115.88 Cr |
| State Bank Of India | Financial | 3.48% | ₹114.05 Cr |
| State Bank Of India | Financial | 3.48% | ₹114.05 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.47% | ₹113.89 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.47% | ₹113.89 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.33% | ₹112.98 Cr |
| Axis Bank Ltd | Financial | 3.37% | ₹110.52 Cr |
| Axis Bank Ltd | Financial | 3.37% | ₹110.52 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.26% | ₹110.49 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.26% | ₹110.42 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.22% | ₹105.54 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.22% | ₹105.54 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 3.09% | ₹104.70 Cr |
| Axis Bank Ltd | Financial | 3.08% | ₹104.35 Cr |
| State Bank Of India | Financial | 3.07% | ₹104.13 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.02% | ₹102.53 Cr |
| Larsen & Toubro Ltd | Industrials | 3.10% | ₹101.62 Cr |
| Larsen & Toubro Ltd | Industrials | 3.10% | ₹101.62 Cr |
| Larsen & Toubro Ltd | Industrials | 2.98% | ₹101.00 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.04% | ₹99.74 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.04% | ₹99.74 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.02% | ₹98.91 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.02% | ₹98.91 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.90% | ₹98.21 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.92% | ₹95.87 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.92% | ₹95.87 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.83% | ₹92.95 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.83% | ₹92.95 Cr |
| Tech Mahindra Ltd | Technology | 2.58% | ₹87.34 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.56% | ₹86.88 Cr |
| Interglobe Aviation Ltd | Industrials | 2.53% | ₹85.70 Cr |
| Tech Mahindra Ltd | Technology | 2.55% | ₹83.55 Cr |
| Tech Mahindra Ltd | Technology | 2.55% | ₹83.55 Cr |
| Interglobe Aviation Ltd | Industrials | 2.47% | ₹81.12 Cr |
| Interglobe Aviation Ltd | Industrials | 2.47% | ₹81.12 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.30% | ₹78.12 Cr |
| Ultratech Cement Ltd | Materials | 2.24% | ₹75.94 Cr |
| Ultratech Cement Ltd | Materials | 2.31% | ₹75.78 Cr |
| Ultratech Cement Ltd | Materials | 2.31% | ₹75.78 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 2.26% | ₹74.10 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 2.26% | ₹74.10 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 2.17% | ₹73.65 Cr |
| Pi Industries Ltd | Materials | 2.17% | ₹71.23 Cr |
| Pi Industries Ltd | Materials | 2.17% | ₹71.23 Cr |
| Pi Industries Ltd | Materials | 2.09% | ₹70.89 Cr |
| Ntpc Ltd | Energy & Utilities | 2.04% | ₹66.97 Cr |
| Ntpc Ltd | Energy & Utilities | 2.04% | ₹66.97 Cr |
| Ntpc Ltd | Energy & Utilities | 1.94% | ₹65.75 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹63.11 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹63.11 Cr |
| Oil India Ltd | Energy & Utilities | 1.85% | ₹62.87 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.83% | ₹62.06 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.86% | ₹61.14 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.86% | ₹61.14 Cr |
| Oil India Ltd | Energy & Utilities | 1.80% | ₹59.13 Cr |
| Oil India Ltd | Energy & Utilities | 1.80% | ₹59.13 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.66% | ₹56.42 Cr |
| Cash/net Current Assets | Unspecified | 1.70% | ₹55.75 Cr |
| Cash/net Current Assets | Unspecified | 1.70% | ₹55.75 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.61% | ₹52.69 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.61% | ₹52.69 Cr |
| Hcl Technologies Ltd | Technology | 1.24% | ₹41.98 Cr |
| Cash/net Current Assets | Unspecified | 1.18% | ₹40.01 Cr |
| Hcl Technologies Ltd | Technology | 1.21% | ₹39.61 Cr |
| Hcl Technologies Ltd | Technology | 1.21% | ₹39.61 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.13% | ₹38.47 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.10% | ₹36.24 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.10% | ₹36.24 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.10% | ₹36.14 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.10% | ₹36.14 Cr |
| Kei Industries Ltd | Industrials | 1.05% | ₹34.54 Cr |
| Kei Industries Ltd | Industrials | 1.05% | ₹34.54 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.01% | ₹34.34 Cr |
| Info Edge (india) Ltd | Technology | 0.96% | ₹32.72 Cr |
| Kei Industries Ltd | Industrials | 0.96% | ₹32.69 Cr |
| Info Edge (india) Ltd | Technology | 0.94% | ₹30.77 Cr |
| Info Edge (india) Ltd | Technology | 0.94% | ₹30.77 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.94% | ₹30.68 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.94% | ₹30.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.03% | ₹1.12 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.03% | ₹1.12 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Nifty Next 50 Etf-growth |
₹71.80 | 18.27% | 20.96% | - |
| Aditya Birla Sun Life Large Cap Direct Fund-growth |
₹588.58 | 16.96% | 19.67% | - |
| Aditya Birla Sun Life Large Cap Fund Regular-growth |
₹531.80 | 16.19% | 18.88% | - |
| Aditya Birla Sun Life Nifty 50 Etf-growth |
₹29.35 | 14.86% | 17.57% | - |
| Aditya Birla Sun Life Nifty 50 Index Fund Direct-growth |
₹261.82 | 14.60% | 17.21% | - |
| Aditya Birla Sun Life Nifty 50 Index Fund Regular-growth |
₹256.04 | 14.28% | 16.88% | - |
| Aditya Birla Sun Life Bse Sensex Etf-growth |
₹82.41 | 13.78% | 16.57% | - |
growth is based on 5Y returns of the funds
Sundaram Large Cap Fund Regular - Growth
What is the current AUM of Sundaram Large Cap Fund Regular - Growth?
As of Thu Jul 31, 2025, Sundaram Large Cap Fund Regular - Growth manages assets worth ₹3,391.4 crore
How has Sundaram Large Cap Fund Regular - Growth performed recently?
- 3 Months: -0.78%
- 6 Months: 10.45%
What is the long-term performance of Sundaram Large Cap Fund Regular - Growth?
- 3 Years CAGR: 12.89%
- 5 Years CAGR: 15.94%
- Since Inception: 17.07%
What is the portfolio composition of Sundaram Large Cap Fund Regular - Growth?
Equity: 92.01%, Others: 7.99%.
Who manages Sundaram Large Cap Fund Regular - Growth?
Sundaram Large Cap Fund Regular - Growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Large Cap Fund Regular - Growth?
Large Cap: 89.86%, Mid Cap: 7.69%, Small Cap: 2.46%.
Which are the top companies Sundaram Large Cap Fund Regular - Growth has invested in?
- ICICI Bank Ltd – 9.49% of the fund's portfolio
- HDFC Bank Ltd – 9.46% of the fund's portfolio
- HDFC Bank Ltd – 9.22% of the fund's portfolio
- HDFC Bank Ltd – 9.22% of the fund's portfolio
- ICICI Bank Ltd – 8.93% of the fund's portfolio
Which are the major sectors Sundaram Large Cap Fund Regular - Growth focuses on?
- Financial – 98.09% of the fund's portfolio
- Technology – 45.00% of the fund's portfolio
- Energy & Utilities – 34.24% of the fund's portfolio
- Consumer Discretionary – 31.88% of the fund's portfolio
- Unspecified – 21.76% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
