Sundaram Large Cap Fund Direct Growth

INF903JA1JC0 Sundaram Asset Management Company Ltd Equity Growth

Latest NAV

₹21.5066

-4.52% 1Y

as of 05 Oct 2026

Expense ratio

0.82%

AUM

₹3,056 Cr

Min SIP

₹100

Min lump sum

₹100

-4.52%

3Y (ann.)

+6.48%

5Y (ann.)

+7.23%

Launched

Oct 2020

Where the NAV sits & how risky it is

₹21.51

52-week range at 30%

₹21.51

Low 31 Mar 2026₹20.55

High 02 Jan 2026₹23.78

Risk level Very High

Low

Very high

NAV history

12 Oct 2020 Since inception 05 Oct 2026

Returns by period

-1.92%

-5.47%

-4.29%

+2.88%

-4.52%

+6.48%

+7.23%

3Y and 5Y returns are annualised.

Return calculator

Monthly investment

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Top up SIP 10% a year

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Invested Projected value min SIP ₹100

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes AS OF 31 MAY 2026

Equity 96.93% Cash & other 3.07%

Sector split

Financial Services 33.97%

Consumer Cyclical 18.90%

Technology 8.06%

Consumer Defensive 7.34%

Communication Services 6.73%

Industrials 6.28%

Energy 4.96%

Basic Materials 4.25%

Healthcare 3.91%

Utilities 2.54%

Country split

India 96.93%

Top 5 hold 30.5% Top 10 hold 49.5% 38 equity holdings

Equity holdings (top 30)

#	Holding	Sector	Country	Weight	YTD
1	ICICI Bank INE090A01021	Financial Services Banks - Regional	India	7.02%	-3.69%
2	Axis Bank INE238A01034	Financial Services Banks - Regional	India	6.41%	+3.55%
3	Bharti Airtel INE397D01024	Communication Services Telecom Services	India	5.95%	-15.69%
4	HDFC Bank INE040A01034	Financial Services Banks - Regional	India	5.89%	-24.65%
5	State Bank of India INE062A01020	Financial Services Banks - Regional	India	5.19%	+3.91%
6	Reliance Industries INE002A01018	Energy Oil & Gas Refining & Marketing	India	4.45%	-19.46%
7	Infosys INE009A01021	Technology Information Technology Services	India	3.97%	-27.55%
8	Larsen & Toubro INE018A01030	Industrials Engineering & Construction	India	3.77%	-3.13%
9	Avenue Supermarts DMart INE192R01011	Consumer Defensive Discount Stores	India	3.50%	+6.91%
10	Craftsman Automation INE00LO01017	Consumer Cyclical Auto Parts	India	3.30%	+16.87%
11	Kotak Bank INE237A01036	Financial Services Banks - Regional	India	3.18%	-11.84%
12	TVS Motors INE494B01023	Consumer Cyclical Auto Manufacturers	India	3.12%	-10.02%
13	Tech Mahindra INE669C01036	Technology Information Technology Services	India	2.95%	-7.04%
14	Mahindra & Mahindra INE101A01026	Consumer Cyclical Auto Manufacturers	India	2.75%	-20.40%
15	Marico INE196A01026	Consumer Defensive Household & Personal Products	India	2.58%	+9.23%
16	NTPC INE733E01010	Utilities Utilities - Regulated Electric	India	2.54%	+7.54%
17	Mankind Pharma INE634S01028	Healthcare Drug Manufacturers - Specialty & Generic	India	2.50%	+8.18%
18	UltraTech Cement INE481G01011	Basic Materials Building Materials	India	2.37%	-7.79%
19	Cholamandalam Investment INE121A01024	Financial Services Credit Services	India	2.15%	-13.41%
20	Interglobe Aviation INE646L01027	Industrials Airlines	India	2.13%	-10.57%
21	Trent INE849A01020	Consumer Cyclical Apparel Retail	India	2.04%	-3.43%
22	SBI Life Insurance INE123W01016	Financial Services Insurance - Life	India	2.03%	-14.91%
23	SEDEMAC Mechatronics INE00XB01019	Consumer Cyclical Auto Parts	India	1.95%	+0.00%
24	PI Industries INE603J01030	Basic Materials Agricultural Inputs	India	1.87%	-13.14%
25	Indian Hotels Company INE053A01029	Consumer Cyclical Lodging	India	1.58%	-9.88%
26	Jubilant FoodWorks INE797F01020	Consumer Cyclical Restaurants	India	1.50%	-23.91%
27	Sun Pharmaceutical INE044A01036	Healthcare Drug Manufacturers - Specialty & Generic	India	1.41%	+4.52%
28	Swiggy INE00H001014	Consumer Cyclical Internet Retail	India	1.37%	-37.27%
29	Tata Consumer Products INE192A01025	Consumer Defensive Packaged Foods	India	1.26%	-6.21%
30	HCL Technologies INE860A01027	Technology Information Technology Services	India	1.13%	-28.04%