Sundaram Large Cap Fund Dir Gr

Sundaram Large Cap Fund Dir Gr

Equity

Sundaram Mutual Fund

Large-Cap

Get the latest NAV of Sundaram Large Cap Fund Dir Gr. 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.

₹22.55

NAV as on 25 Jun 2026

15.3%/per year

Since Inception

Absolute Gain%

▲▼

1207 people have invested ₹ 18.5L in Sundaram Large Cap Fund Dir Gr in the last three months

Sundaram Large Cap Fund Dir Gr Performance vs. Nifty 100

Fund returns vs Benchmark returns vs Category Average returns as on (25-Jun-26)

The fund has consistently outperformed the benchmark (Nifty 100) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
2.72%
5.27%
-3.78%
-1.54%
10.93%
10.69%
Nifty 100
0.45%
5.01%
-5.85%
-2.74%
10.54%
9.32%
Large-Cap Avg
1.03%
5.86%
-4.77%
-1.58%
12.11%
10.7%
Best in Large-Cap
4.79%
11.78%
3.77%
7.16%
16.52%
16.25%
Worst in Large-Cap
1.26%
1.91%
-6.35%
-5.69%
9.28%
8.1%

Sundaram Large Cap Fund Dir Gr Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

19
/26
26% Performance
69% Risk Management
87% Cost

Ranked 19 out of 26 mutual funds in the large-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Large Cap Fund Dir Gr
19/26
3,001Cr
0.62%
-1.54%
10.93%
-0.76
0.87
0.31
0.44
-0.46
Nippon India Large Cap Fund
1/26
51,660Cr
0.58%
-0.05%
15.53%
3.65
0.96
0.62
0.92
1.37
ICICI Prudential Large Cap Fund
2/26
76,297Cr
0.72%
-1.2%
14.86%
3.24
0.91
0.61
0.90
1.13
Baroda BNP Paribas Large Cap Fund
3/26
2,550Cr
0.67%
-0.76%
14.32%
2.93
0.99
0.57
0.84
1.17
See all
Positive: Lower volatility within category
Lower volatility within category
Positive: Recovers losses quickly
Recovers losses quickly
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Underperforms benchmarks during bull run
Underperforms benchmarks during bull run
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram Large Cap Fund Dir Gr Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Large Cap Fund Dir Gr Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

Large cap
80%
Mid cap
11.7%
Small cap
3.3%
Large Cap allocation has gone down from 80.1% to 80%
Large Cap allocation has gone down from 80.1% to 80%
Small Cap allocation has gone up from 2.7% to 3.3%
Small Cap allocation has gone up from 2.7% to 3.3%
Mid Cap allocation has gone up from 11.5% to 11.7%
Mid Cap allocation has gone up from 11.5% to 11.7%
Cash allocation has gone down from 4% to 3.1%
Cash allocation has gone down from 4% to 3.1%

Sundaram Large Cap Fund Dir Gr Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Financial Services
32.9%
Consumer Cyclical
15%
Energy
9.7%
Tech
9.1%
Consumer Defensive
7.3%
Communication
7.1%
Industrial
7%
Health
5.6%
Basic Materials
4.2%
Utilities
1.9%

Top 3 Sectors in May were Financial Services, Consumer Cyclical & Tech

May'26

Financial Services

35%

Consumer Cyclical

20%

Tech

8%

Apr'26

Financial Services

35%

Consumer Cyclical

19%

Tech

8%

Sundaram Large Cap Fund Dir Gr Holdings Details

as on (31-May-26)

Holdings
Weight%
1M Change
ICICI Bank Ltd
7.02%
0%
Axis Bank Ltd
6.41%
0%
Bharti Airtel Ltd
5.95%
0%
HDFC Bank Ltd
5.89%
-25.4%
State Bank of India
5.19%
0%
See all
Top Stocks bought last month
Craftsman Automation Ltd's allocation increased from 2.74% to 3.3%
Craftsman Automation Ltd's allocation increased from 2.74% to 3.3%
Sedemac Mechatronics Ltd's allocation increased from 1.64% to 1.95%
Sedemac Mechatronics Ltd's allocation increased from 1.64% to 1.95%
Axis Bank Ltd's allocation increased from 6.19% to 6.41%
Axis Bank Ltd's allocation increased from 6.19% to 6.41%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 6.02 % to 5.95 %
Bharti Airtel Ltd's allocation decreased from 6.02 % to 5.95 %
HDFC Bank Ltd's allocation decreased from 8.01 % to 5.89 %
HDFC Bank Ltd's allocation decreased from 8.01 % to 5.89 %
State Bank of India's allocation decreased from 5.64 % to 5.19 %
State Bank of India's allocation decreased from 5.64 % to 5.19 %

Sundaram Large Cap Fund Dir Gr Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.62%
Benchmark
Nifty 100 TR INR
AUM₹3001 Cr
Inception Date8 October, 2020
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
34.58%
Risk
Risk meter
pointer
Very High Risk

About Sundaram Large Cap Fund Dir Gr

Sundaram Large Cap Fund Dir Gr is an equity fund. This fund was started on 8 October, 2020. The fund is managed by Ashwin Jain, Shalav Saket. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Large Cap Fund Dir Gr has ₹3001 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Sundaram Large Cap Fund Dir Gr has given a CAGR return of 15.30% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.54%, 10.93% and 10.69% respectively.

Holdings

Sundaram Large Cap Fund Dir Gr has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Consumer Defensive, Communication, Industrial, Energy, Basic Materials, Health, Utilities. Its top holdings are ICICI Bank Ltd, Axis Bank Ltd, Bharti Airtel Ltd, HDFC Bank Ltd, State Bank of India

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 benefit
Dividends 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 Gr

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 Gr has no lock in period.

Fund Manager

Ashwin Jain

Fund Manager of Sundaram Large Cap Fund Dir Gr, since 21 October 2024

Shalav Saket

Fund Manager of Sundaram Large Cap Fund Dir Gr, since 28 February 2026

Learn more about Sundaram Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 3K Cr
₹ 3.1K Cr
₹ 2.9K Cr
  • AUM of the fund stands at 3K Cr as of May'26
  • AUM decreased by 61.9 Cr between May'26 and Apr'26

Compare Sundaram Large Cap Fund Dir Gr

Sundaram Large Cap Fund Dir Gr

VS

ICICI Prudential Large Cap Fund

Frequently Asked Questions for Sundaram Large Cap Fund Dir Gr

How do I invest in Sundaram Large Cap Fund Dir Gr?

INDmoney makes it simple to invest in the Sundaram Large Cap Fund Dir Gr. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Large Cap Fund Dir Gr’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Large Cap Fund Dir Gr?

The NAV of the fund today is ₹22.55. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Large Cap Fund Dir Gr fund has generated a return of -1.54% in 1 year, 10.93% in 3 years, 10.69% in 5 years.

Who is the fund manager of Sundaram Large Cap Fund Dir Gr?

The fund managers are Ashwin Jain, Shalav Saket.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.62%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3001 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Large Cap Fund Dir Gr?

The top 3 holdings of the fund are ICICI Bank Ltd(7.02%), Axis Bank Ltd(6.41%), Bharti Airtel Ltd(5.95%)