Sundaram Large Cap Fund

Regular plan – Growth

Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

Option	AMFI code	ISIN
Growth (this page)	148504	INF903JA1IZ3
IDCW	148505	INF903JA1JA4, INF903JA1JB2

Large Cap Fund Sundaram Mutual Fund

Open-ended. Launched on 8 Oct 2020.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.: Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.: ₹2,866 cr; 30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.: ₹100; a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.: NIFTY 100 Total Return Index; as the SID names it
Riskometer: Very High; read by Felix on 28 Oct 2026

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

What it is

SEBI’s rule for a Large Cap Fund: at least 80% in shares of large-cap companies. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 80% to 100%

Debtallowed 0% to 20%

Money marketallowed 0% to 20%

REITs and InvITsallowed 0% to 10%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Sundaram Mutual Fund

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Benchmark: NIFTY 100 Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, Sundaram Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Ashwin Jainsince 21 Oct 2024
Fund manager
2 years
Also manages Sundaram Focused Fund
Rohit Seksariasince 17 Sep 2020
Fund manager, foreign securities
6 years 1 month
Also manages Sundaram Arbitrage Fund, Sundaram Consumption Fund, Sundaram ELSS Tax Saver Fund, Sundaram Equity Savings Fund, Sundaram Financial Services Opportunities Fund, Sundaram Infrastructure Advantage Fund, Sundaram Multi Asset Allocation Fund, Sundaram Multi Cap Fund, Sundaram Multi-Factor Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Services Fund, Sundaram Small Cap Fund

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI

Fund house: Sundaram Mutual Fund
SEBI category: Large Cap Fund
Plan and option: Regular plan – Growth
Structure: Open-ended
Launched: 8 Oct 2020
AMFI code, Growth: 148504
ISIN, Growth: INF903JA1IZ3
Registrar: KFin Tech
Fund house website: sundarammutual.com ↗

Sundaram Mutual Fund

Sundaram Mutual Fund runs 34 schemes in their Regular plan: 16 equity, 9 debt, 6 hybrid, 1 index funds and ETFs, 2 other.

12 fund managers, in their current schemes for 2 years 3 months on average.

1 scheme launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from: ₹100, as the KIM states it
Entry load: Nil, since 1 Aug 2009
Stamp duty: 0.005% of the amount invested, since 1 Jul 2020
Applicable NAV: That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money: Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Large Cap Fund

All 35 schemes

35 schemes in their Regular plan, from 35 fund houses.

Schemes 25 to 34 of 35, A to Z; this scheme is marked.Schemes 28 to 32 of 35, A to Z; this scheme is marked.

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Parag Parikh Large Cap Fund	NIFTY 100 Total Return Index	866	Not reported	2026
PGIM India Large Cap Fund	NIFTY 100 Total Return Index	502	1,000	2003
Quant Large Cap Fund	NIFTY 100 Total Return Index	3,669	1,000	2022
Samco Large Cap Fund	NIFTY 100 Total Return Index	86	250	2025
SBI Large Cap Fund	BSE 100 Total Return Index	52,373	500	2006
Sundaram Large Cap Fund	NIFTY 100 Total Return Index	2,866	100	2020
Tata Large Cap Fund	NIFTY 100 Total Return Index	2,553	100	1998
Taurus Large Cap Fund	BSE 100 Total Return Index	62	500	1995
Union Largecap Fund	BSE 100 Total Return Index	408	500	2017
UTI Large Cap Fund	BSE 100 Total Return Index	11,436	100	Not reported

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Samco Large Cap Fund	NIFTY 100 Total Return Index	86	250	2025
SBI Large Cap Fund	BSE 100 Total Return Index	52,373	500	2006
Sundaram Large Cap Fund	NIFTY 100 Total Return Index	2,866	100	2020
Tata Large Cap Fund	NIFTY 100 Total Return Index	2,553	100	1998
Taurus Large Cap Fund	BSE 100 Total Return Index	62	500	1995

Show all 35 schemes

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Aditya Birla Sun Life Large Cap Fund	NIFTY 100 Total Return Index	27,933	100	2002
Axis Large Cap Fund	BSE 100 Total Return Index	29,231	100	2010
Bajaj Finserv Large Cap Fund	NIFTY 100 Total Return Index	1,560	500	2024
Bandhan Large Cap Fund	BSE 100 Total Return Index	2,098	100	2006
Bank of India Large Cap Fund	NIFTY 100 Total Return Index	226	1,000	2021
Baroda BNP Paribas Large Cap Fund	NIFTY 100 Total Return Index	2,465	250	2004
Canara Robeco Large Cap Fund	BSE 100 Total Return Index	15,963	100	2010
DSP Large Cap Fund	NIFTY 100 Total Return Index	6,642	100	2003
Edelweiss Large Cap Fund	NIFTY 100 Total Return Index	1,366	100	2009
Franklin India Large Cap Fund	NIFTY 100 Total Return Index	6,906	500	1993
Groww Large Cap Fund	NIFTY 100 Total Return Index	133	500	2012
HDFC Large Cap Fund	NIFTY 100 Total Return Index	37,294	100	1996
HSBC Large Cap Fund	NIFTY 100 Total Return Index	1,755	500	2002
ICICI Prudential Large Cap Fund	NIFTY 100 Total Return Index	76,352	100	2008
Invesco India Large Cap Fund	NIFTY 100 Total Return Index	1,925	100	2009
ITI Large Cap Fund	NIFTY 100 Total Return Index	352	500	2020
JioBlackRock Large Cap Fund	BSE 100 Total Return Index	47	Not reported	2026
JM Large Cap Fund	BSE 100 Total Return Index	356	100	1995
Kotak Large Cap Fund	NIFTY 100 Total Return Index	10,514	100	2003
LIC MF Large Cap Fund	NIFTY 100 Total Return Index	1,302	200	1994
Mahindra Manulife Large Cap Fund	NIFTY 100 Total Return Index	647	500	2019
Mirae Asset Large Cap Fund	NIFTY 100 Total Return Index	35,594	99	2008
Motilal Oswal Large Cap Fund	NIFTY 100 Total Return Index	2,925	500	2024
Nippon India Large Cap Fund	BSE 100 Total Return Index	51,296	100	2007
Parag Parikh Large Cap Fund	NIFTY 100 Total Return Index	866	Not reported	2026
PGIM India Large Cap Fund	NIFTY 100 Total Return Index	502	1,000	2003
Quant Large Cap Fund	NIFTY 100 Total Return Index	3,669	1,000	2022
Samco Large Cap Fund	NIFTY 100 Total Return Index	86	250	2025
SBI Large Cap Fund	BSE 100 Total Return Index	52,373	500	2006
Sundaram Large Cap Fund	NIFTY 100 Total Return Index	2,866	100	2020
Tata Large Cap Fund	NIFTY 100 Total Return Index	2,553	100	1998
Taurus Large Cap Fund	BSE 100 Total Return Index	62	500	1995
Union Largecap Fund	BSE 100 Total Return Index	408	500	2017
UTI Large Cap Fund	BSE 100 Total Return Index	11,436	100	Not reported
WhiteOak Capital Large Cap Fund	BSE 100 Total Return Index	1,287	100	2022

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

21 Oct 2024Ashwin Jain became a fund manager
14 Oct 2020Re-opened for everyday purchases
8 Oct 2020Launched
30 Sep 2020NFO closed
17 Sep 2020NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Sundaram Mutual Fund publishes the scheme’s documents on its website:

Scheme information document (SID)
Key information memorandum (KIM)
Monthly factsheet
Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Rohit Seksaria, since 17 Sep 2020 (Fund manager, foreign securities); Ashwin Jain, since 21 Oct 2024 (Fund manager). Source: Sundaram Mutual Fund’s disclosures.

What is the minimum SIP?

₹100 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY 100 Total Return Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 8 Oct 2020.

How do I invest in it?

Read the SID and KIM on Sundaram Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Sundaram Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

Block	Source	For
Assets	Fund houses’ disclosures, at month-end	30 Sep 2026
Minimums	Fund house documents, as read by Felix	28 Oct 2026
Riskometer	Fund houses’ disclosures, as read by Felix	28 Oct 2026
Asset allocation	The SID, from fund house disclosures	28 Oct 2026
Fund managers	Fund house disclosures	28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission