Sundaram Large Cap Fund Direct Growth

Sundaram Large Cap Fund Direct Growth

+12.05%
3Y annualised
-2.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar '26
₹21.18
Min. for SIP
₹100
Fund size
₹3,244.86 Cr
Expense ratio
0.68%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹27,860
-7.13%
1 year₹60,000₹56,360
-6.07%
3 years₹1,80,000₹1,86,246
+3.47%
5 years₹3,00,000₹3,58,685
+19.56%

Holdings (35)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity8.70%
ICICI Bank Ltd.FinancialEquity7.13%
Axis Bank Ltd.FinancialEquity6.38%
State Bank of IndiaFinancialEquity5.98%
Bharti Airtel Ltd.CommunicationEquity5.66%
Reliance Industries Ltd.EnergyEquity4.34%
Infosys Ltd.TechnologyEquity4.11%
Larsen & Toubro Ltd.ConstructionEquity3.66%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.54%
TVS Motor Company Ltd.AutomobileEquity3.32%
Kotak Mahindra Bank Ltd.FinancialEquity3.18%
Avenue Supermarts Ltd.ServicesEquity3.07%
Mahindra & Mahindra Ltd.AutomobileEquity2.84%
Craftsman Automation Ltd.AutomobileEquity2.53%
Tech Mahindra Ltd.TechnologyEquity2.50%
Ultratech Cement Ltd.ConstructionEquity2.42%
NTPC Ltd.EnergyEquity2.32%
Marico Ltd.Consumer StaplesEquity2.29%
Mankind Pharma Ltd.HealthcareEquity2.19%
Interglobe Aviation Ltd.ServicesEquity2.16%
SBI Life Insurance Company Ltd.InsuranceEquity2.09%
PI Industries Ltd.ChemicalsEquity1.95%
Trent Ltd.ServicesEquity1.74%
Swiggy Ltd.ServicesEquity1.49%
HCL Technologies Ltd.TechnologyEquity1.22%
Bank Of BarodaFinancialEquity1.16%
Tata Consumer Products Ltd.Consumer StaplesEquity1.13%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.06%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity1.05%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.04%
The Indian Hotels Company Ltd.ServicesEquity1.00%
Jubilant FoodWorks Ltd.ServicesEquity0.94%
Info Edge (India) Ltd.ServicesEquity0.75%
Cummins India Ltd.Capital GoodsEquity0.29%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
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
Name3Y5Y10YAll
Fund returns+12.1%+10.6%+13.5%+12.1%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)543113--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

AJ
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.

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 ₹76,017 Cr and the Latest NAV as of 13 Mar 2026 is ₹21.18. 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. ;

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₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,