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NAV: 28 Nov 2025
₹23.52
Rating
3
Min. SIP amount
₹100
Fund size
₹3,358.25Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (34)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.35% |
ICICI Bank Ltd. | Financial | Equity | 8.70% |
Bharti Airtel Ltd. | Communication | Equity | 5.98% |
Infosys Ltd. | Technology | Equity | 4.71% |
Reliance Industries Ltd. | Energy | Equity | 4.48% |
State Bank of India | Financial | Equity | 3.65% |
Axis Bank Ltd. | Financial | Equity | 3.59% |
Larsen & Toubro Ltd. | Construction | Equity | 3.33% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.33% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 3.24% |
Avenue Supermarts Ltd. | Services | Equity | 3.20% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 3.13% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 3.11% |
TVS Motor Company Ltd. | Automobile | Equity | 2.91% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.82% |
Tech Mahindra Ltd. | Technology | Equity | 2.53% |
Interglobe Aviation Ltd. | Services | Equity | 2.43% |
Ultratech Cement Ltd. | Construction | Equity | 2.21% |
Craftsman Automation Ltd. | Automobile | Equity | 2.17% |
PI Industries Ltd. | Chemicals | Equity | 2.16% |
Trent Ltd. | Services | Equity | 2.03% |
Marico Ltd. | Consumer Staples | Equity | 2.02% |
NTPC Ltd. | Energy | Equity | 1.97% |
Swiggy Ltd. | Services | Equity | 1.95% |
Bajaj Auto Ltd. | Automobile | Equity | 1.87% |
Oil India Ltd. | Energy | Equity | 1.84% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.84% |
HCL Technologies Ltd. | Technology | Equity | 1.31% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.11% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.04% |
Kei Industries Ltd. | Capital Goods | Equity | 1.02% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.01% |
Info Edge (India) Ltd. | Services | Equity | 0.96% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 12.5% | 16.5% | 13.9% | 13.3% |
| Category average | 14.2% | 16.9% | 13.2% | NA |
| Rank with in category | 72 | 30 | 17 | NA |
Understand terms
Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 9.3% | 19.5% | 48,870.60 |
ICICI Prudential Large Cap Fund Direct Growth | 5 | 10.2% | 18.1% | 75,863.08 |
DSP Large Cap Fund Direct Growth | 5 | 7.9% | 18.1% | 6,933.59 |
Canara Robeco Large Cap Fund Direct Growth | 4 | 8.4% | 16.1% | 17,233.68 |
HDFC Large Cap Fund Direct Growth | 5 | 6.6% | 15.8% | 39,779.26 |
Expense ratio, exit load and tax
Expense ratio: 0.64%
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
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%.
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
Lower expense ratio: 0.64%
10Y annualised returns higher than category average by 0.66%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lower alpha: -0.93
The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y
Compare funds
Sundaram Large Cap Fund Direct Growth
VS
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