Sundaram Large Cap Fund Dir Gr
Very High Risk
Equity
4 Star
NAV as of Feb 27, 2026
₹22.93
-1.26%1D Change
3Y returns
+49.94% ↑
Very High Risk
Equity
4 Star
NAV as of Feb 27, 2026
₹22.93
-1.26%1D Change
3Y returns
+49.94% ↑
Sundaram Large Cap Fund Dir Gr
Very High Risk|Equity|4 Star
NAV as of Feb 27, 2026
₹22.93
-1.26%1D
3Y returns
+49.94% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio0.66%
- Exit Load1% within 365 days
- AUM (Fund size)₹3,267.54 Crore
- Lock-in periodNo Lock-in
- Age5 yrs since Oct 08, 2020
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
94.93%
Debt
0%
Others
5.07%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 9.04% |
| ICICI Bank Ltd | 6.95% |
| Axis Bank Ltd | 6.27% |
| Bharti Airtel Ltd | 5.89% |
| State Bank of India | 5.33% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI Large Cap Fund Direct... | ₹ 54,821 Cr | ₹105.57 | 0.00% | Very High |
| Nippon India Large Cap Fu... | ₹ 50,107 Cr | ₹103.31 | -1.15% | Very High |
| Kotak Large Cap Direct Gr... | ₹ 10,864 Cr | ₹674.60 | -1.27% | Very High |
| Edelweiss Large Cap Fund ... | ₹ 1,444 Cr | ₹99.29 | -1.18% | Very High |
NAV History - SUNDARAM LARGE CAP FUND - DIRECT GROWTH
FUND | SUNDARAM LARGE CAP FUND - DIRECT GROWTH |
|---|---|
| NAV (Feb 27, 2026) | ₹22.93 |
| Class | Equity | Large Cap |
| Inception Date | Oct 08, 2020 |
| Fund Manager | Ashwin Jain |
FUND | SUNDARAM LARGE CAP FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM LARGE CAP F... | -1.3% | 0.01% | -2.68% | 1.37% | 10.35% | 14.46% |
Frequently Asked Questions
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About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹64,913
Min investment of ₹100 required
