Sundaram Large Cap Fund Reg Gr

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Equity
Large-Cap
Rating 2
Plan

21.14 -0.09 (-0.40%) NAV as on 21 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)3363.64
CAGR 6.12%
Exit Load1.00%
Expense ratio1.91%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2020-10-08

Asset Allocation

Holdings As On - 23 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
315.23
9.37%

ICICI Bank
225.18
6.69%

Bharti Airtel
205.72
6.12%

AXIS Bank Ltd
189.83
5.64%

Infosys
165.63
4.92%

Reliance Industries
158.78
4.72%

State Bank of India
128.40
3.82%

Larsen & Toubro Ltd
113.42
3.37%

Peer Comparison

Fund Name
DSP Large Cap Fund Regular Plan Growth8.1%
Franklin India Large Cap Fund Growth10.16%
Sundaram Large Cap Fund Reg Gr6.12%
Quant Large Cap Fund Regular Growth1%
Motilal Oswal Large Cap Fund Regular Growth7.8%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.53
Std Deviation 10.86%
Tracking Error 0.00%

About Fund

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

The Sundaram Large Cap Fund Reg Gr has an AUM of 3363.64 crores & has delivered CAGR of 11.86% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.91%. The minimum investment in Sundaram Large Cap Fund Reg Gr is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Bharti Airtel & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are DSP Large Cap Fund Regular Plan Growth, Franklin India Large Cap Fund Growth, Sundaram Large Cap Fund Reg Gr, Quant Large Cap Fund Regular Growth, Motilal Oswal Large Cap Fund Regular Growth. Sundaram Large Cap Fund Reg Gr has a sharpe ratio of 0.53 & a standard deviation of 10.86%.