Sundaram Large Cap Fund Dir Gr
Very High Risk
Equity
3 Star
NAV as of Jun 16, 2025
₹22.63
0.84%1D Change
Returns since inception
18.86%p.a.
Very High Risk
Equity
3 Star
NAV as of Jun 16, 2025
₹22.63
0.84%1D Change
Returns since inception
18.86%p.a.
Sundaram Large Cap Fund Dir Gr
Very High Risk|Equity|3 Star
NAV as of Jun 16, 2025
₹22.63
0.84%1D
Returns since inception
18.86%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.64%
- Exit Load1% within 365 days
- AUM (Fund size)₹3,396.32 Crore
- Lock-in periodNo Lock-in
- Age4 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 (%) |
|---|---|
| ICICI Bank Ltd | 10.07% |
| HDFC Bank Ltd | 10.04% |
| Treps | 7.84% |
| Bharti Airtel Ltd | 5.34% |
| Infosys Ltd | 4.91% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Top 100 Equity Fund D... | ₹ 3,016 Cr | ₹361.83 | 0.96% | Very High |
| Canara Robeco Bluechip Eq... | ₹ 16,028 Cr | ₹72.45 | 0.98% | Very High |
| Mirae Asset Large Cap Fun... | ₹ 39,530 Cr | ₹125.71 | 0.85% | Very High |
| ICICI Prudential Large Ca... | ₹ 69,763 Cr | ₹120.12 | 0.87% | Very High |
NAV History - SUNDARAM LARGE CAP FUND - DIRECT GROWTH
FUND | SUNDARAM LARGE CAP FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 16, 2025) | ₹22.63 |
| 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... | -1.08% | 0.92% | 10.06% | -1.82% | 4.81% | 17.92% |
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
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.4 Lakhs ₹
Min investment of ₹100 required
