Sundaram Large Cap Fund - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
8.93%
Expense Ratio
0.71%
as of 01/05/2026
AUM
₹305.36 Cr
Qtr End: Mar 26
NAV
₹21.548
as of 03/06/2026
3Y Returns (CAGR)
8.93%
Expense Ratio
0.71%
as of 01/05/2026
AUM
₹305.36 Cr
Qtr End: Mar 26
NAV
₹21.548
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.54% | -13.44% | 19.35% |
| 6M | -8.63% | -16.51% | 15.74% |
| 1Y | -5.36% | -5.36% | 12.45% |
| 3Y | 29.26% | 8.93% | 12.67% |
| 5Y | 59.39% | 9.77% | 13.35% |
Scheme Details
- Launch Date
- 17/09/2020
- Fund Age
- 5.7 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.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Motilal Oswal Large Cap Fund - Direct - Growth | - | 0.79% | ₹1,086.71 |
| WhiteOak Capital Large Cap Fund - Direct - Growth | 13.82% | 0.62% | ₹115.95 |
| Nippon India Large Cap Fund - Direct - Growth | 13.48% | 0.68% | ₹16,618.75 |
| BANDHAN LARGE CAP FUND - Direct - Growth | 13.23% | 0.89% | ₹313.98 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct - Growth | 13.17% | 0.85% | ₹24,865.69 |
| SBI Large Cap Fund - Direct - Growth | 10.30% | 0.79% | ₹15,786.4 |
| Invesco India Largecap Fund - Direct - Growth | 14.06% | 0.80% | ₹281.83 |