Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
Get the latest NAV of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹17.95
▲0.3%1D
NAV as on 30 Jun 2025
19.24%/per year
Since Inception
▲▼
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Performance vs. Nifty 100
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has outperformed the benchmark (Nifty 100) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 92.2%
Debt & Cash 7.8%
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 92.2%
Debt & Cash 7.8%
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Tech
Financial Services
37%
Consumer Cyclical
10%
Tech
10%
Financial Services
37%
Consumer Cyclical
10%
Tech
10%
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Holdings Details
as on (31-May-25)
Equity
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.64% |
Benchmark | Nifty 100 TR INR |
| AUM | ₹3396 Cr |
| Inception Date | 8 October, 2020 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 15.67% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option is an equity fund. This fund was started on 8 October, 2020. The fund is managed by Ashwin Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option has ₹3396 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option has given a CAGR return of 19.24% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 4.83% and 18.52% respectively.
Holdings
Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Energy, Industrial, Health, Communication, Consumer Defensive, Basic Materials, Utilities. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Bharti Airtel Ltd, Infosys Ltd, Reliance Industries Ltd
Taxation
As it is a large-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option has no lock in period.
Fund Manager
Ashwin Jain
Fund Manager of Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option, since 21 October 2024
- AUM of the fund stands at 3.4K Cr as of May'25
- AUM increased by 19.3 Cr between May'25 and Apr'25
More funds from Sundaram
5Y CAGR
▲ 29.69
5Y CAGR
▲ 30.07
5Y CAGR
▲ 33.14
5Y CAGR
▲ 28.61
Frequently Asked Questions for Sundaram Large Cap Fund Dir Payout of Income Distribution cum capital withdrawal option
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