NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Large Cap Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	0.86%
NAV	₹23.62 (11 Nov 2026)
Fund Size	₹2,861.51 Cr
Fund Started	08 Oct 2020
Lock-in Period	No lock-in
Exit Load	If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.

Returns	Sundaram Large Cap Fund - Direct (G)
1M	8.80%
3M	0.86%
6M	5.27%
1Y	1.67%
3Y	9.77%
5Y	8.24%
Since Inception	14.96%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Large Cap Fund - Direct (G)
Alpha	-0.68
Beta	0.86
Sharpe	0.22
Standard Deviation	3.73

Holding Analysis	Sundaram Large Cap Fund - Direct (G)
Top 5 Holdings	31.78%
Top 10 Holdings	52.45%
Portfolio Turnover	36.60
Equity	100.12%
Debt	0.22%
Cash	—

Fund Manager	Sundaram Large Cap Fund - Direct (G)
Name
Managing Since	21 Oct 2024

About	Sundaram Large Cap Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Large Cap Fund
Benchmark	Nifty 100 TRI
Launch Date	17 Sept 2020