Sundaram Large Cap Fund-Reg(G)

Equity Large Cap Rating : Unrated

₹ 21.50

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

Ashwin Jain

Fund Benchmark
NIFTY 100 - TRI

Total AUM

₹ 3,396.30 Cr

Expense Ratio
1.91

52 Week High
₹ 22.59

52 Week Low
₹ 19.00

Fund Verdict

Neutral

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio22.59

P/B Ratio3.54

Sharpe0.25

Turnover Ratio33.60

Alpha-0.04

Beta0.90

Sortino0.54

Standard Deviation11.83

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	3.37%	9.82%	2.91%	2.87%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	14.56%	17.03%	-	-

Market Cap Distribution

Large Cap

84.46 %
Mid Cap

5.04 %
Small Cap

2.66 %

Avg Market Cap
₹ 3,80,534.00
(In Crore)

Peer Information

Motilal Oswal Large Cap Fund-Reg(G)

Equity Large Cap Neutral

1Y Returns 16.17%

3Y Returns

AUM ₹2,327.00 Cr

NAV ₹14.03

Buy Now

ICICI Pru Focused Equity Fund(G)

Equity Large Cap Neutral

1Y Returns 9.47%

3Y Returns 26.66%

AUM ₹11,666.70 Cr

NAV ₹92.43

Buy Now

Nippon India Large Cap Fund(G)

Equity Large Cap Neutral

1Y Returns 4.37%

3Y Returns 24.33%

AUM ₹41,750.20 Cr

NAV ₹91.24

Buy Now

JM Focused Fund-Reg(G)

Equity Large Cap Neutral

1Y Returns -2.43%

3Y Returns 23.36%

AUM ₹278.90 Cr

NAV ₹19.73

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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