Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan
Get the latest NAV of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan. 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.
₹15.52
1D
NAV as on 16 Mar 2026
14.52%/per year
Since Inception
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Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Performance vs. Nifty 100
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has outperformed the benchmark (Nifty 100) over 5Y, but underperformed over 1Y, 3Y.
Peer comparison
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Tech
Financial Services
37%
Consumer Cyclical
15%
Tech
8%
Financial Services
37%
Consumer Cyclical
13%
Tech
10%
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Holdings Details
as on (28-Feb-26)
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.66% |
Benchmark | Nifty 100 TR INR |
| AUM | ₹3245 Cr |
| Inception Date | 8 October, 2020 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 34.58% |
| Risk |   Very High Risk |
About Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan 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 Transfer of Income Distribution cum capital withdrawal plan has ₹3245 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan has given a CAGR return of 14.52% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.87%, 11.67% and 10.59% respectively.
Holdings
Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Consumer Defensive, Health, Communication, Industrial, Basic Materials, Energy, Utilities, Corporate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, State Bank of India, Bharti Airtel 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 Transfer of Income Distribution cum capital withdrawal plan
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 0.00 and for SIP is INR 0.00. Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan has no lock in period.
Fund Manager
Ashwin Jain
Fund Manager of Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan, since 21 October 2024
- AUM of the fund stands at 3.2K Cr as of Feb'26
- AUM decreased by 22.7 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan
How do I invest in Sundaram Large Cap Fund Dir Transfer of Income Distribution cum capital withdrawal plan?
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- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.