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sundaram large cap fund reg gr
Sundaram Large Cap Fund Reg Gr

Sundaram Large Cap Fund Reg Gr

  • Very High Risk
  • Equity
  • Large-Cap
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NAV as on Jan 9, 2026
i
Price per unit of the scheme.
₹ 21.4593-0.72%1 Day Change
-0.57%
Minimum Investment₹100
Expense Ratio1.90%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Large Cap Fund Reg Gr
VS
Equity: Large-Cap Average NAV
    Topper in Equity: Large-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Large Cap Fund Reg Gr
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 100 TR INR
    Expense Ratio
    1.90%
    Category Avg Expense Ratio
    0.87%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,358.25 Cr(As on Oct, 2025)
    Inception Date
    Oct 08, 2020
    Turnover
    20.00 %
    Exit Load
    Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment . If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment.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

    bt_logoABOUT THE FUND

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

    Sundaram Large Cap Fund Reg Gr is an Equity - Large-Cap fund. The fund was launched inOct 08, 2020. Its risk level is . The NAV of the fund as onJan 09, 2026 is ₹21.46. Its expense ratio is 1.90 %. The fund has an AUM of ₹3,358.25 Cr.The fund is managed byRavi Gopalakrishnan,Sudhir Kedia,S. Bharath,Ashwin Jain.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Fund Manager Rank20Out of 36
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM₹ 13,620.87 Cr
    • Highest Return In 1 Yr7.83 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 236.11
    -0.92%
    -0.63%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.18
    -0.67%
    -0.35%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 178.72
    -0.31%
    -0.11%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 236.11
    • Fund Size₹1,483.79Cr
    Fund Return-0.92%
    Category Return-0.63%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.18
    • Fund Size₹3,358.25Cr
    Fund Return-0.67%
    Category Return-0.35%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 178.72
    • Fund Size₹1,102.59Cr
    Fund Return-0.31%
    Category Return-0.11%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 31,284.57 Cr
    • Highest Return In 1 Yr11.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 97.88
    -0.52%
    -0.41%
    Very High Risk
    ₹7,046.83Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.18
    -0.67%
    -0.35%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 178.72
    -0.31%
    -0.11%
    Very High Risk
    ₹1,102.59Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 97.88
    • Fund Size₹7,046.83Cr
    Fund Return-0.52%
    Category Return-0.41%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.18
    • Fund Size₹3,358.25Cr
    Fund Return-0.67%
    Category Return-0.35%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 178.72
    • Fund Size₹1,102.59Cr
    Fund Return-0.31%
    Category Return-0.11%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 41,199.69 Cr
    • Highest Return In 1 Yr11.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,548.00
    -0.43%
    -0.24%
    Very High Risk
    ₹13,344.99Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 188.36
    -0.81%
    -0.34%
    High Risk
    ₹7,655.04Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.97
    -0.05%
    -0.24%
    Moderately High risk
    ₹20.52Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,548.00
    • Fund Size₹13,344.99Cr
    Fund Return-0.43%
    Category Return-0.24%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 188.36
    • Fund Size₹7,655.04Cr
    Fund Return-0.81%
    Category Return-0.34%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.97
    • Fund Size₹20.52Cr
    Fund Return-0.05%
    Category Return-0.24%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashwin Jain
    Ashwin Jain
    i
    Lead Fund Manager.
    Oct 21, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 4,460.84 Cr
    • Highest Return In 1 Yr7.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.18
    -0.67%
    -0.35%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 178.72
    -0.31%
    -0.11%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.18
    • Fund Size₹3,358.25Cr
    Fund Return-0.67%
    Category Return-0.35%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 178.72
    • Fund Size₹1,102.59Cr
    Fund Return-0.31%
    Category Return-0.11%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (97.29%)
    DEBT (-%)
    CASH (2.68%)
    Allocation by Market Cap
    Large Cap(82.09%)
    Mid Cap(12.70%)
    Small Cap(2.49%)
    Industry Holdings
    • Banks Regional30.63%
    • Information Technology Services9.38%
    • Oil Gas Refining Marketing8.31%
    • Drug Manufacturers Specialty Generic6.55%
    • Telecom Services6.29%
    • Auto Manufacturers6.24%
    Stock Holdings
    • HDFC Bank Ltd9.37%
    • ICICI Bank Ltd6.69%
    • Bharti Airtel Ltd6.12%
    • Axis Bank Ltd5.64%
    • Infosys Ltd4.92%
    • Reliance Industries Ltd4.72%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.10
      This Fund
      VS
      -0.04
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      96.14
      This Fund
      VS
      93.69
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.90
      This Fund
      VS
      1.00
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.53
      This Fund
      VS
      0.70
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.83
      This Fund
      VS
      1.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      10.86
      This Fund
      VS
      12.39
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 76,663.30 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Large Cap Fund Reg Gr ?
    The category of Sundaram Large Cap Fund Reg Gr is Equity - Large-Cap
    What is the current NAV of Sundaram Large Cap Fund Reg Gr ?
    The current NAV of Sundaram Large Cap Fund Reg Gr as on Jan 09, 2026 is ₹21.46
    How safe is Sundaram Large Cap Fund Reg Gr ?
    The risk level of Sundaram Large Cap Fund Reg Gr is Very High.
    What are short term returns given by Sundaram Large Cap Fund Reg Gr ?
    The return given by Sundaram Large Cap Fund Reg Gr in 1 month is -0.57%, 3 months is 1.57%, 6 months is -0.18%, and 1 year is 4.85%
    What are the long term returns given by Sundaram Large Cap Fund Reg Gr ?
    The return given by Sundaram Large Cap Fund Reg Gr in 3 years is 11.73% and 5 years is 12.34%.
    What is the expense ratio of Sundaram Large Cap Fund Reg Gr ?
    The expense ratio of Sundaram Large Cap Fund Reg Gr is 1.90%
    What is the AUM of Sundaram Large Cap Fund Reg Gr ?
    The assets under Management (AUM) of Sundaram Large Cap Fund Reg Gr is Rs 3,358.25 crores.
    What is the minimum investment in Sundaram Large Cap Fund Reg Gr ?
    The minimum Lumpsum investment in Sundaram Large Cap Fund Reg Gr is ₹100.00 and the minimum SIP investment in Sundaram Large Cap Fund Reg Gr is ₹100.00
    What is the asset allocation of Sundaram Large Cap Fund Reg Gr?
    Sundaram Large Cap Fund Reg Gr has an exposure of 97.29% in Equity and 2.68% in Cash & Money Market Securities

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