March 23, 2026
RA Jainee
Sundaram Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 21.1 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 15.32 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 TRI |
| AUM Rs. | 3,245 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.66% |
| 1 Year Return (%) | 0.81 |
| 3 Year Return (%) | 11.97 |
| 5 Year Return (%) | 11.05 |
| 10 Year Return (%) | 13.28 |
| Return Since Launch | 12.05% |
⚖️ Sahifund Review – Sundaram Large Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund Manager:
1) Ashwin Jain
Education: Mr. Jain is a B.E. and PGDM.
Experience: Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Large Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.05% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets Rs. | 3,245 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.66% |
| (As on 28-Feb-2026) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 30.30% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Large Cap Dir | -10.32 | -2.94 | -8.87 | -9.64 | -8.14 | 0.81 | 11.97 | 11.05 | 11.88 | 13.28 |
| BSE 100 TRI | -11.58 | -3.21 | -9.44 | -11.03 | -8.89 | 1.85 | 12.99 | 11.53 | 12.30 | 13.58 |
| Equity: Large Cap | -10.64 | -3.13 | -9.00 | -9.94 | -8.76 | 2.38 | 14.24 | 11.79 | 12.29 | 13.02 |
| Rank within category | 45 | 7 | 47 | 41 | 20 | 83 | 54 | 32 | 26 | 14 |
| Number of funds in category | 120 | 121 | 121 | 120 | 116 | 103 | 84 | 60 | 52 | 42 |
Peer Comparison of Sundaram Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Large Cap Dir | 3 star | 0.81 | 11.97 | 11.05 | 0.66 | 3,245 | 12.05 | 1.00 (365) | 13Y 2M | 30.30 |
| ICICI Pru Large Cap Dir | 5 star | 2.96 | 16.08 | 14.36 | 0.85 | 77,452 | 14.61 | 1.00 (365) | 13Y 2M | 18.00 |
| SBI Large Cap Dir | 4 star | 3.09 | 12.96 | 11.53 | 0.79 | 55,246 | 14.08 | 0.25 (30) | 13Y 2M | 34.00 |
| Nippon India Large Cap Dir | 5 star | 3.93 | 17.39 | 16.65 | 0.65 | 51,404 | 15.12 | 1.00 (7) | 13Y 2M | 24.00 |
| HDFC Large Cap Dir | 5 star | 0.82 | 13.72 | 13.24 | 1.01 | 40,085 | 12.94 | 1.00 (365) | 13Y 2M | 29.18 |
Portfolio Analysis of Sundaram Large Cap Fund
| No. of Stocks | 34 |
| Top 10 Stocks | 52.83% |
| Top 5 Stocks | 33.84% |
| Top 3 Sectors | 63.77% |
| Portfolio P/B Ratio | 3.59 |
| Portfolio P/E Ratio | 25.28 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,75,158 | 4,16,798 |
| Giant (%) | — | — |
| Large (%) | 85.07 | 94.31 |
| Mid (%) | 12.27 | 9.70 |
| Small (%) | 2.66 | 4.18 |
| Tiny (%) | — | — |
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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