Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Large Cap Fund

Holds 40 companies worth ₹2,850 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹2,866 CrSundaram Large Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.2% on Aug 2026, ₹3,056 Cr.

  • Largest holding

    ICICI BankICICI Bank is 7.7% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 16 May 2022, as the fund house dates it. With Ashwin Jain (co-manager).

AUM(Dec 2020 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,866−6.2%
Aug 20263,056−1.4%
Jul 20263,099+1.2%
Jun 20263,063+2.0%
May 20263,002−2.0%
Apr 20263,063+5.9%
Mar 20262,891−10.9%
Feb 20263,246−0.7%
Jan 20263,268−2.8%
Dec 20253,364−0.9%
Nov 20253,394+1.1%
Oct 20253,358+2.4%
AUM at month end, Sept 2026
₹2,866 Cr
−14.7% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2020 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202610.16%+0.14 pt
Jun 202610.02%+0.12 pt
Mar 20269.90%+0.08 pt
Dec 20259.82%−0.18 pt
Direct plans' share of AUM, Sept 2026
10.16%
+0.34 pt since Dec 2025
Fig. 2.Sundaram Large Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 100 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.09%−3.18%––−4.21%
3 months *
−4.06%−4.35%––−4.60%
6 months *
−1.65%−2.25%––−1.56%
1 year
−5.54%−6.71%−7.86%+2.31 pt−6.01%
3 years
+6.74%+5.40%+7.79%−1.05 pt+9.20%
5 years
+6.79%+5.40%+6.54%+0.26 pt+7.91%
10 years
+12.13%+10.79%+11.43%+0.71 pt+11.88%
Since launch
+11.67%+15.96%+11.92%−0.25 pt+12.33%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 100 TRI. * From NAVs. Source: AMFI.