1M
6M
1Y
3Y
5Y
All
| NAV: 26 Mar 2025 | ₹21.39 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹3,127.57Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹30,000
Would have become ₹29,516 (-1.61%)
Holdings (35)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 10.19% |
ICICI Bank Ltd. | Financial | Equity | 9.11% |
Reliance Industries Ltd. | Energy | Equity | 5.77% |
Infosys Ltd. | Technology | Equity | 5.76% |
Larsen & Toubro Ltd. | Construction | Equity | 5.61% |
Bharti Airtel Ltd. | Communication | Equity | 4.91% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 4.06% |
Indusind Bank Ltd. | Financial | Equity | 3.43% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.37% |
Axis Bank Ltd. | Financial | Equity | 3.17% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 3.02% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.94% |
State Bank of India | Financial | Equity | 2.88% |
Tech Mahindra Ltd. | Technology | Equity | 2.84% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.52% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 2.10% |
Interglobe Aviation Ltd. | Services | Equity | 2.08% |
Avenue Supermarts Ltd. | Services | Equity | 2.01% |
Ultratech Cement Ltd. | Construction | Equity | 2.01% |
TVS Motor Company Ltd. | Automobile | Equity | 1.98% |
NTPC Ltd. | Energy | Equity | 1.96% |
Bajaj Auto Ltd. | Automobile | Equity | 1.78% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.66% |
NA | NA | Mutual Fund | 1.60% |
Craftsman Automation Ltd. | Automobile | Equity | 1.57% |
HCL Technologies Ltd. | Technology | Equity | 1.44% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.17% |
Zomato Ltd. | Services | Equity | 1.09% |
Info Edge (India) Ltd. | Services | Equity | 1.05% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 1.05% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.99% |
United Spirits Ltd. | Consumer Staples | Equity | 0.97% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.93% |
Kei Industries Ltd. | Capital Goods | Equity | 0.83% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.77% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Large Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.8% | 13.1% | 22.5% | 13.2% |
| Category average | 6.6% | 13.4% | 23.5% | NA |
| Rank with in category | 58 | 44 | 41 | NA |
Understand terms
Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 9.0% | 19.8% | 34,211.60 |
ICICI Prudential Bluechip Fund Direct Growth | 5 | 8.8% | 17.5% | 60,177.20 |
Canara Robeco Bluechip Equity Fund Direct Growth | 4 | 11.8% | 15.3% | 13,848.24 |
JM Large Cap Fund Direct Plan Growth | 5 | 2.1% | 15.1% | 457.68 |
Bandhan Large Cap Fund Direct Growth | 4 | 10.0% | 14.9% | 1,634.08 |
Expense ratio, exit load and tax
Expense ratio: 0.67%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (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.
Understand terms
Check past data
Fund management
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ashwin JainOct 2024 - PresentView details
Ashwin Jain
Oct 2024 - Present
View details
Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Also manages these schemes
Rohit SeksariaSep 2020 - PresentView details
Rohit Seksaria
Sep 2020 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
Lower expense ratio: 0.67%
10Y annualised returns higher than category average by 0.97%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Compare funds
Sundaram Large Cap Fund Direct Growth
VS
Add mutual fund to compare
Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
Contact Us
MOST POPULAR ON GROWWVERSION - 5.9.0
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ