Sundaram Large Cap Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
9.12%
Expense Ratio
0.81%
as of 01/07/2026
AUM
₹305.36 Cr
Qtr End: Mar 26
NAV
₹22.601
as of 17/07/2026
3Y Returns (CAGR)
9.12%
Expense Ratio
0.81%
as of 01/07/2026
AUM
₹305.36 Cr
Qtr End: Mar 26
NAV
₹22.601
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.80% | 3.25% | 12.39% |
| 6M | -2.70% | -5.33% | 16.34% |
| 1Y | -1.31% | -1.31% | 12.91% |
| 3Y | 29.95% | 9.12% | 12.79% |
| 5Y | 56.99% | 9.44% | 13.41% |
Scheme Details
- Launch Date
- 17/09/2020
- Fund Age
- 5.8 years
- Minimum Investment
- ₹100
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
Motilal Oswal Large Cap Fund - Direct - Growth
3Y CAGR-
TER0.96%
AUM₹1,166.74 Cr
BANK OF INDIA LARGE CAP FUND - Direct - Growth
3Y CAGR14.47%
TER1.30%
AUM₹24.18 Cr
WhiteOak Capital Large Cap Fund - Direct - Growth
3Y CAGR15.07%
TER0.95%
AUM₹130.96 Cr
BANDHAN LARGE CAP FUND - Direct - Growth
3Y CAGR14.24%
TER1.12%
AUM₹313.98 Cr
Nippon India Large Cap Fund - Direct - Growth
3Y CAGR13.54%
TER0.82%
AUM₹16,618.75 Cr
Invesco India Largecap Fund - Direct - Growth
3Y CAGR15.35%
TER0.90%
AUM₹281.83 Cr
Groww Large Cap Fund - Direct - Growth
3Y CAGR12.32%
TER1.26%
AUM₹34.35 Cr