SB
S. BharathFund Manager Since 24 Feb 2021
EquityLarge-Cap
Sundaram Large Cap Fund Dir Gr
3Y Annualised
11.16%
0.30% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.62%
0.30% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 7 months
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹3244.86 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment . If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Large Cap Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
4th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
10.51%
68th
Sundaram Large Cap Fund Dir Gr
-7.62%
Fund Managers
RB
Rahul BaijalFund Manager Since 8 Oct 2020
RS
Rohit SeksariaFund Manager Since 8 Oct 2020
About Sundaram Large Cap Fund Dir Gr
Sundaram Large Cap Fund Dir Gr is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 5 years, having been launched on 2020-10-08. Sundaram Large Cap Fund Dir Gr has ₹3244.86 Cr worth of assets under management (AUM) as of Fri Apr 03 2026. The latest Net Asset Value (NAV) of Sundaram Large Cap Fund Dir Gr as of Thu Apr 02 2026 is ₹20.9448. The fund has an expense ratio of 0.66%, which is medium comparable to most other Equity funds.
Sundaram Large Cap Fund Dir Gr returns for the last 1 year are -1.96%. Since launch, it has delivered 14.44% average annual returns.
The Sundaram Large Cap Fund Dir Gr has the majority of its money invested in Financial Services, Communication Services, Energy, Technology, Industrials, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of Sundaram Large Cap Fund Dir Gr.
- HDFC Bank Ltd: 8.70%
- ICICI Bank Ltd: 7.13%
- Axis Bank Ltd: 6.38%
- State Bank of India: 5.98%
- Bharti Airtel Ltd: 5.66%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2020-10-08 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Large Cap Fund Dir Gr
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
