Money Lancer
Equity: Large Cap
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Large Cap

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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

EquityBenchmark · NIFTY 100 TRITER · 1.94%Inception · 05-10-2020
NAV
20.00
+0.85% · as of 14-05-2026
Since inception
16.33%
CAGR
Benchmark (inception)
16.27%
CAGR
Fund size
₹31 Cr
AUM
Expense ratio
1.94%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +16.33% CAGR vs benchmark +16.27%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.05%
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.00%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.03%
AXIS BANK LIMITED EQ NE FV RS. 2/-6.01%
STATE BANK OF INDIA EQ NEW RE. 1/-5.48%
RELIANCE INDUSTRIES LIMITED EQ4.70%
INFOSYS LIMITED EQ FV RS 54.44%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-4.03%
AVENUE SUPERMARTS LIMITED EQ3.55%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.37%

Sector allocation

Financial Services33.68%
Automobile and Auto Components10.08%
Consumer Services9.27%
Information Technology8.63%
Healthcare7.38%
Telecommunication6.03%
Oil, Gas & Consumable Fuels4.70%
Fast Moving Consumer Goods4.45%
Construction3.37%
Power2.52%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 16.3% p.a.
₹10,000
10 years
Projected value
₹30,26,411
Invested: ₹12,00,000
Gained: ₹18,26,411
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
A
Ashwin Jain, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148504
ISIN (Growth)
INF903JA1IZ3
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Large Cap funds

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