Sundaram Large Cap Fund Dir Gr Direct Growth

Sundaram Large Cap Fund Dir Gr Direct Growth

Equity

Sundaram Mutual Fund

Large-Cap

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

₹22.57

▼-0.2%1D

NAV as on 16 May 2025

19.35%/per year

Since Inception

Absolute Gain%

▲▼

1854 people have invested ₹ 21.1L in Sundaram Large Cap Fund Dir Gr Direct Growth 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 (16-May-25)

The fund has outperformed the benchmark (Nifty 100) over 1Y, 3Y, but underperformed over 5Y.

Period
This Fund
Nifty 100
Category Avg
1 Month
5.65%
4.81%
6.2%
3 Months
6.68%
9.69%
9.4%
6 Months
3.99%
5.32%
4.63%
1 Year
9.63%
8.87%
10.27%
3 Years
17.88%
15.79%
18.74%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Large Cap Fund Dir Gr
-
3,377Cr
0.64%
9.63%
17.88%
19.35%
ICICI Prudential Bluechip Fund Direct Growth
1/20
68,034Cr
0.93%
12.12%
22.44%
16.16%
Nippon India Large Cap Fund Direct Growth
2/20
39,677Cr
0.68%
11.43%
24.93%
16.63%
DSP Large Cap Fund Direct Growth
3/20
5,070Cr
1.05%
17.42%
23.04%
13%
See all
Positive: Hold on while we find any good points for this fund.
Hold on while we find any good points for this fund.
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 (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 91.8%

Debt & Cash 8.2%

Large cap
84.6%
Mid cap
5%
Small cap
2.2%
Mid Cap allocation has gone down from 5.7% to 5%
Mid Cap allocation has gone down from 5.7% to 5%
Large Cap allocation has gone down from 86.8% to 84.6%
Large Cap allocation has gone down from 86.8% to 84.6%
Small Cap allocation has gone down from 2.3% to 2.2%
Small Cap allocation has gone down from 2.3% to 2.2%
Cash allocation has gone up from 5.1% to 8.2%
Cash allocation has gone up from 5.1% to 8.2%

Sundaram Large Cap Fund Dir Gr Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 91.8%

Debt & Cash 8.2%

Financial Services
34.5%
Tech
11.2%
Industrial
11.1%
Health
8.1%
Consumer Defensive
8%
Communication
7%
Consumer Cyclical
6.7%
Energy
6.1%
Basic Materials
4.3%
Utilities
3%

Top 3 Sectors in April were Financial Services, Consumer Cyclical & Industrial

Apr'25

Financial Services

37%

Consumer Cyclical

10%

Tech

10%

Mar'25

Financial Services

36%

Consumer Cyclical

10%

Industrial

10%

Sundaram Large Cap Fund Dir Gr Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
ICICI Bank Ltd
9.99%
0%
HDFC Bank Ltd
9.99%
-4.7%
Bharti Airtel Ltd
5.39%
0%
Infosys Ltd
4.74%
0%
Reliance Industries Ltd
4%
-36.1%
See all
Top Stocks bought last month
Dr Reddy's Laboratories Ltd's allocation increased from 1% to 3.99%
Dr Reddy's Laboratories Ltd's allocation increased from 1% to 3.99%
ICICI Bank Ltd's allocation increased from 9.67% to 9.99%
ICICI Bank Ltd's allocation increased from 9.67% to 9.99%
Bharti Airtel Ltd's allocation increased from 5.14% to 5.39%
Bharti Airtel Ltd's allocation increased from 5.14% to 5.39%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 10.2 % to 9.99 %
HDFC Bank Ltd's allocation decreased from 10.2 % to 9.99 %
Infosys Ltd's allocation decreased from 5.08 % to 4.74 %
Infosys Ltd's allocation decreased from 5.08 % to 4.74 %
Reliance Industries Ltd's allocation decreased from 5.82 % to 4 %
Reliance Industries Ltd's allocation decreased from 5.82 % to 4 %

Sundaram Large Cap Fund Dir Gr Direct Growth Overview

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

Expense ratio0.64%
Benchmark
Nifty 100 TR INR
AUM₹3377 Cr
Inception Date8 October, 2020
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
15.67%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Large Cap Fund Dir Gr

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

Key Parameters

  1. Sundaram Large Cap Fund Dir Gr Direct Growth has ₹3377 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 0.6.

Returns

Sundaram Large Cap Fund Dir Gr Direct Growth has given a CAGR return of 19.35% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 9.63% and 17.88% respectively.

Holdings

Sundaram Large Cap Fund Dir Gr Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Health, Energy, Consumer Defensive, Industrial, Communication, 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 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 Direct Growth

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 Direct Growth has no lock in period.

Fund Manager

Ashwin Jain

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

S. Bharath

Fund Manager of Sundaram Large Cap Fund Dir Gr Direct Growth, since 1 July 2024

Learn more about Sundaram Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 3.4K Cr
₹ 3.3K Cr
₹ 3.1K Cr
  • AUM of the fund stands at 3.4K Cr as of Apr'25
  • AUM increased by 79.6 Cr between Apr'25 and Mar'25

Compare Sundaram Large Cap Fund Dir Gr

Sundaram Large Cap Fund Dir Gr

VS

ICICI Prudential Bluechip Fund Direct Growth

Frequently Asked Questions for Sundaram Large Cap Fund Dir Gr Direct Growth

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

The current NAV of Sundaram Large Cap Fund Dir Gr Direct Growth is ₹22.57 as on 16-May-2025.

What are the average returns of Sundaram Large Cap Fund Dir Gr Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Sundaram Large Cap Fund Dir Gr Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.65%
5.65%
6 Month Returns
3.99%
3.99%
1 Year Returns
9.63%
9.63%
3 Years Returns
63.82%
17.88%

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

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Large Cap Fund Dir Gr Direct Growth?

0.64% as on April 2025

What is net assets under management (AUM) of Sundaram Large Cap Fund Dir Gr Direct Growth?

₹3377 Cr as on April 2025

What are the top 5 holdings of Sundaram Large Cap Fund Dir Gr Direct Growth?

ICICI Bank Ltd(9.99%), HDFC Bank Ltd(9.99%), Bharti Airtel Ltd(5.39%), Infosys Ltd(4.74%), Reliance Industries Ltd(4%) as on April 2025

What are the top 3 sectors that this Sundaram Large Cap Fund Dir Gr Direct Growth has invested in?

Financial Services(33.93%), Consumer Cyclical(9.01%), Tech(8.72%) as on April 2025

What is the alpha of Sundaram Large Cap Fund Dir Gr Direct Growth?

The alpha ratio for the Sundaram Large Cap Fund Dir Gr Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Large Cap Fund Dir Gr Direct Growth
-0.58
1.34
-
As on April 2025
The alpha for Sundaram Large Cap Fund Dir Gr Direct Growth is calculated against Nifty 100 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram Large Cap Fund Dir Gr Direct Growth??

The Beta ratio for the Sundaram Large Cap Fund Dir Gr Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Large Cap Fund Dir Gr Direct Growth
0.87
0.89
-
As on April 2025
The Beta for Sundaram Large Cap Fund Dir Gr Direct Growth is calculated with Nifty 100 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram Large Cap Fund Dir Gr Direct Growth?

The sharpe ratio for the Sundaram Large Cap Fund Dir Gr Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Large Cap Fund Dir Gr Direct Growth
0.05
0.62
-
As on April 2025
The sharpe ratio for Sundaram Large Cap Fund Dir Gr Direct Growth is calculated with Nifty 100 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram Large Cap Fund Dir Gr Direct Growth?

The standard deviation for the Sundaram Large Cap Fund Dir Gr Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Large Cap Fund Dir Gr Direct Growth
13.61
12.81
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram Large Cap Fund Dir Gr Direct Growth?

Sortino ratio is 1.03 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Sundaram Large Cap Fund Dir Gr Direct Growth?

Information ratio is 0.29 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

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

Ashwin Jain, S. Bharath are the fund managers of Sundaram Large Cap Fund Dir Gr Direct Growth

What is the exit load of Sundaram Large Cap Fund Dir Gr Direct Growth?

The Exit load of Sundaram Large Cap Fund Dir Gr Direct Growth is 1%