Sundaram Large Cap Fund Direct Growth

Sundaram Large Cap Fund Direct Growth

+7.03%
3Y annualised
-0.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct '26
₹21.63
Min. for SIP
₹100
Fund size (AUM)
₹2,865.93 Cr
Expense ratio
0.86%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,371
-2.10%
1 year₹60,000₹57,976
-3.37%
3 years₹1,80,000₹1,79,476
-0.29%
5 years₹3,00,000₹3,44,649
+14.88%

Holdings (42)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity7.73%
Axis Bank LtdFinancialEquity6.40%
Bharti Airtel LtdTechnologyEquity5.99%
State Bank of IndiaFinancialEquity5.41%
HDFC Bank LtdFinancialEquity4.76%
Kotak Mahindra Bank LtdFinancialEquity4.57%
TVS Motor Company LtdConsumer DiscretionaryEquity3.99%
Craftsman Automation LtdConsumer DiscretionaryEquity3.96%
Larsen & Toubro LtdIndustrialsEquity3.64%
Infosys LtdTechnologyEquity3.56%
Avenue Supermarts LtdConsumer StaplesEquity3.43%
SEDEMAC Mechatronics Ltd.IndustrialsEquity3.32%
ICICI Lombard General Insurance Company LtdFinancialEquity3.03%
Sun Pharmaceutical Industries LtdHealthcareEquity2.98%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.79%
Interglobe Aviation LtdIndustrialsEquity2.52%
Reliance Industries LtdEnergy & UtilitiesEquity2.43%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.37%
Ultratech Cement LtdMaterialsEquity2.37%
NTPC LtdEnergy & UtilitiesEquity2.22%
Bank Of BarodaFinancialEquity2.01%
SBI Life Insurance Company LtdFinancialEquity1.97%
Titan Company LtdConsumer DiscretionaryEquity1.93%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.84%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.68%
PI Industries LtdMaterialsEquity1.63%
Swiggy Ltd.TechnologyEquity1.39%
HCL Technologies LtdTechnologyEquity1.23%
Varun Beverages LtdConsumer StaplesEquity1.12%
Tata Consumer Products LtdConsumer StaplesEquity1.06%
Info Edge (India) LtdTechnologyEquity1.00%
Tech Mahindra LtdTechnologyEquity1.00%
Eicher Motors LtdConsumer DiscretionaryEquity0.81%
Cummins India LtdIndustrialsEquity0.79%
Max Healthcare Institute LtdHealthcareEquity0.79%
RepoUnspecifiedRepo0.76%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.54%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.49%
Trent LtdConsumer DiscretionaryEquity0.48%
JSW Infrastructure LtdIndustrialsEquity0.19%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.01%
Net PayablesUnspecifiedNet Payables-0.20%
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+7.0%+6.7%+12.2%+11.7%
Category average (Equity Large Cap)+9.5%+7.6%+11.8%+12.5%
Rank (Equity Large Cap)50348--

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. Rohit Seksaria is the Current Fund Manager of Sundaram Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 21 Oct 2026 is ₹21.63. 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₹77,566.02 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,