# Sundaram Large Cap Fund

Sundaram Asset Management Company Ltd · Large Cap · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/sundaram-large-cap-fund-148504
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** India's 100 largest companies. Its latest portfolio: 99% shares.
- **₹10,000 a month:** For the last 5 years: ₹6 lakh put in, worth ₹6.9 lakh on 3 Nov 2026.
- **Next to similar funds:** Over the last 3 years it earned 7.2% a year; similar funds earned 9.8% a year on average.
- **How bumpy:** Very high: big ups and downs, sometimes sharp falls. It made money in 78 of every 100 one-year stretches; its worst 12 months saw a fall of 8.9%.
- **Expense ratio:** 2.06% a year. Similar funds: 2.17% on average.
- **Fees and minimums:** A SIP from ₹100 a month. No fee for selling early.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹20.49 on 3 Nov 2026
- **Fund size:** ₹2,888 cr (2 Nov 2026)
- **Expense ratio:** 2.06% a year (typical in its category 2.17%)
- **Riskometer:** Very High
- **Benchmark:** Nifty 100 TRI
- **Category:** [Large Cap](https://discovermf.com/categories/large-cap.md)
- **Fund house:** [Sundaram Asset Management Company Ltd](https://discovermf.com/fund-houses/sundaram)
- **Launched:** 1 Aug 2002 (prices here start 12 Oct 2020)
- **Exit load:** Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
- **Minimum investment:** ₹100 to start, ₹100 a month by SIP
- **AMFI scheme code:** 148504

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | +3.9% | — | — | — |
| 3 months | -4.0% | — | — | — |
| 6 months | +1.6% | — | — | — |
| 1 year | -4.8% | -4.6% | -5.5% | 17 of 33 |
| 3 years (a year) | +7.2% | +9.8% | +10.0% | 29 of 30 |
| 5 years (a year) | +6.2% | +7.4% | +7.7% | 20 of 27 |
| Since 12 Oct 2020 (a year) | +12.6% | — | — | — |

### Calendar years

| Year | Fund | Benchmark |
| --- | --- | --- |
| 2026 | -6.0% | -6.4% |
| 2025 | +5.2% | +10.2% |
| 2024 | +11.0% | +12.9% |
| 2023 | +21.1% | +21.2% |
| 2022 | +4.0% | +4.9% |
| 2021 | +27.5% | +26.4% |

### A ₹10,000 monthly SIP

On the first price of each month, valued at the NAV of 3 Nov 2026.

| Started | Put in | Worth | Yearly return (XIRR) |
| --- | --- | --- | --- |
| 3 years ago | ₹3.6 lakh | ₹3.64 lakh | +0.7% |
| 5 years ago | ₹6 lakh | ₹6.9 lakh | +5.5% |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 13.3% | 14.0% |
| Worst fall, last year | -16.0% | — |
| Worst fall, last 3 years | -16.0% | — |
| Sharpe ratio, 3 years | 0.10 | — |
| Sortino ratio, 3 years | 0.14 | — |
| Beta, 3 years | 0.91 | — |
| Alpha, 3 years | -2.4% | — |

## Portfolio, September 2026

42 holdings. Equity 99.4%, Cash and equivalents 0.6%.

### Largest holdings

| Holding | Sector or type | Weight |
| --- | --- | --- |
| ICICI Bank Ltd | Banks | 7.73% |
| Axis Bank Ltd | Banks | 6.40% |
| Bharti Airtel Ltd | Telecom - Services | 5.99% |
| State Bank of India | Banks | 5.41% |
| HDFC Bank Ltd | Banks | 4.76% |
| Kotak Mahindra Bank Ltd | Banks | 4.57% |
| TVS Motor Company Ltd | Automobiles | 3.99% |
| Craftsman Automation Ltd | Auto Components | 3.96% |
| Larsen & Toubro Ltd | Construction | 3.64% |
| Infosys Ltd | It - Software | 3.56% |

### Largest sectors

| Sector | Weight |
| --- | --- |
| Banks | 30.9% |
| Automobiles | 8.1% |
| Auto Components | 7.3% |
| Retailing | 6.3% |
| Telecom - Services | 6.0% |

## Managers

- [Ashwin Jain](https://discovermf.com/fund-managers/ashwin-jain)
- [Shalav Saket](https://discovermf.com/fund-managers/shalav-saket)

## Objective

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