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Sundaram Large Cap Fund Direct Growth
+13.08%
3Y annualised
+0.59% 1D
NAV: 17 Apr '26
₹22.40
Min. for SIP
₹100
Fund size (AUM)
₹2,889.32 Cr
Expense ratio
0.73%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹27,625 | -7.92% | |
| 1 year | ₹60,000 | ₹55,568 | -7.39% | |
| 3 years | ₹1,80,000 | ₹1,82,436 | +1.35% | |
| 5 years | ₹3,00,000 | ₹3,52,017 | +17.34% |
Holdings (36)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.05% |
| ICICI Bank Ltd. | Financial | Equity | 7.00% |
| Bharti Airtel Ltd. | Communication | Equity | 6.03% |
| Axis Bank Ltd. | Financial | Equity | 6.01% |
| State Bank of India | Financial | Equity | 5.48% |
| Reliance Industries Ltd. | Energy | Equity | 4.70% |
| Infosys Ltd. | Technology | Equity | 4.44% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 4.03% |
| Avenue Supermarts Ltd. | Services | Equity | 3.55% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.37% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.25% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.04% |
| Tech Mahindra Ltd. | Technology | Equity | 2.86% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.77% |
| Craftsman Automation Ltd. | Automobile | Equity | 2.63% |
| NTPC Ltd. | Energy | Equity | 2.52% |
| Marico Ltd. | Consumer Staples | Equity | 2.40% |
| Ultratech Cement Ltd. | Construction | Equity | 2.31% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.19% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.05% |
| Interglobe Aviation Ltd. | Services | Equity | 1.98% |
| PI Industries Ltd. | Chemicals | Equity | 1.91% |
| Trent Ltd. | Services | Equity | 1.65% |
| Swiggy Ltd. | Services | Equity | 1.44% |
| SEDEMAC Mechatronics Ltd. | Capital Goods | Equity | 1.43% |
| HCL Technologies Ltd. | Technology | Equity | 1.33% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.16% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.12% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.05% |
| Bank Of Baroda | Financial | Equity | 1.00% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.96% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.93% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.88% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 0.87% |
| Info Edge (India) Ltd. | Services | Equity | 0.79% |
| Cummins India Ltd. | Capital Goods | Equity | 0.30% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.1% | +12.4% | +13.6% | +12.5% |
| Category average (Equity Large Cap) | +15.1% | +15.0% | +13.2% | -- |
| Rank (Equity Large Cap) | 54 | 32 | 13 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | +7.10% | +18.75% | 46,520.53 | |
WhiteOak Capital Large Cap Fund Direct Growth | +6.32% | +18.39% | 1,045.06 | |
ICICI Prudential Large Cap Fund Direct Growth | +5.03% | +17.41% | 69,947.55 | |
DSP Large Cap Fund Direct Growth | +1.40% | +17.21% | 6,619.60 | |
HDFC Large Cap Fund Direct Growth | +2.11% | +14.71% | 35,458.50 | |
| Compare | ||||
Fund management
AJAshwin JainOct 2024 - PresentView details
AJ
Ashwin Jain
Oct 2024 - Present
View details
RSRohit SeksariaSep 2020 - PresentView details
RS
Rohit Seksaria
Sep 2020 - Present
View details
About Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ashwin Jain is the Current Fund Manager of Sundaram Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 17 Apr 2026 is ₹22.40.
The Sundaram Large Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
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Investment Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund benchmarkNIFTY 100 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,