INF754K01202
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks. Sundaram Large Cap Fund is an actively managed equity fund focusing on large-cap stocks, providing stable growth and long-term capital appreciation.
The fund follows a focused approach towards investing in established companies with strong market capitalizations. This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Key investment highlights:
- Primary Focus: Large-cap equity stocks from established companies
- Investment Strategy: Actively managed portfolio with stock selection based on fundamental analysis
- Target Investors: Conservative equity investors seeking stable growth
- Investment Horizon: Minimum 5-year investment recommended for optimal returns
The fund is managed by Ashwin Jain, S. Bharath. Fund Manager of Sundaram Large Cap Fund Dir Gr Direct Growth, since 21 October 2024 and since 1 July 2024.
Ashwin Jain
- AUM: ₹4,434.62 Cr. under management
- Managing the fund since October 2024
- Brings extensive experience in equity research and portfolio management
S. Bharath
- AUM: ₹37,851.99 Cr. Sum of AUMs of all funds managed by the fund manager with 7.11yrs experience
- Managing the fund since July 2024
- Seasoned portfolio manager with strong track record in large-cap investing
The fund management team combines deep market knowledge with disciplined investment processes to deliver consistent performance.
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL). Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs).
Key Statistics (as of May 2025):
- Total AUM: ₹ 67,047.21 Cr.
- No.of Schemes: 39
- 28+ years' experience, managing ₹80,000+ crore for over 3.5 million investors
- Strong heritage backed by Sundaram Finance Limited's legacy in financial services
Fund Performance Metrics (as of May 2025):
- AUM: ₹3377.07 Cr as of 29th May 2025
- Expense ratio: 0.64 as of 29th May 2025
- CAGR return of 19.35% since inception
- 1 year CAGR return of 9.63% and 3 year CAGR return of 17.88%
The AMC maintains a disciplined investment approach with focus on risk management and consistent performance delivery across market cycles.
Sundaram Large Cap Fund can be suitable for investors who:
Ideal For:
- Conservative equity investors seeking exposure to established large-cap companies
- Investors with 5+ year investment horizon
- Those looking for relatively lower volatility compared to mid/small-cap funds
- First-time equity investors wanting stable growth potential
Investment Considerations:
- Like for all equity funds, you must invest only through the SIP route
- Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years
- The fund offers good diversification across quality large-cap stocks
- Professional fund management with established track record
Risk Factors:
- Market volatility can impact short-term performance
- Large-cap funds may underperform during strong mid/small-cap rallies
- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value
What is today's NAV of Sundaram Large Cap Fund?
The NAV changes daily based on market conditions. You can check the latest NAV on Allvest platform or the AMC's official website for real-time updates.
What is the AUM of Sundaram Large Cap Fund?
The AUM of Sundaram Large Cap Fund is ₹3377.07 Cr as of 29th May 2025.
What is the expense ratio of Sundaram Large Cap Fund?
The expense ratio of Sundaram Large Cap Fund is 0.64 as of 29th May 2025.
What are the returns of Sundaram Large Cap Fund since inception?
The fund has delivered a CAGR return of 19.35% since inception.
What is the minimum SIP amount to invest in Sundaram Large Cap Fund?
Minimum investment for SIP is INR 100.00.
How do I invest in Sundaram Large Cap Fund?
You can invest in Sundaram Large Cap Fund through Allvest platform with zero commission. Simply select the fund, choose your investment amount, and opt for SIP or lumpsum investment.
How to start a SIP in Sundaram Large Cap Fund?
Through Allvest, you can start a SIP by selecting the fund, choosing monthly/quarterly SIP option, setting your investment amount, and completing the registration process online.
How do I automate an SIP in Sundaram Large Cap Fund?
Use the Auto-Invest feature on investment platforms. This allows you to set up automatic investments at regular intervals. Once configured, your chosen amount will be invested automatically, ensuring consistent contributions without manual intervention.
How can I withdraw/redeem my investment in Sundaram Large Cap Fund?
You can redeem your investment through Allvest platform or the AMC's website. The redemption process is simple and funds are typically credited to your bank account within 2-4 working days for equity funds.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer