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.

₹21.54

▲0.9%1D

NAV as on 17 Mar 2026

15%/per year

Since Inception

Absolute Gain%

▲▼

1550 people have invested ₹ 17.4L 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 (17-Mar-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
-8.41%
-8.33%
-6.42%
4.81%
12.71%
11.24%
Nifty 100
-9.58%
-9.47%
-8.24%
3.87%
12.02%
9.97%
Large-Cap Avg
-8.56%
-8.81%
-7.34%
5.84%
14.07%
11.1%
Best in Large-Cap
-5.68%
-5.19%
-3.31%
12.42%
17.68%
16.17%
Worst in Large-Cap
-9.74%
-11.97%
-9.75%
2.55%
10.68%
8.14%

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
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Large Cap Fund Dir Gr
-
3,245Cr
0.66%
4.81%
12.71%
-0.37
0.88
0.74
1.20
-0.58
Nippon India Large Cap Fund
1/20
51,404Cr
0.66%
8.95%
18.27%
4.56
0.93
1.17
2.05
1.62
ICICI Prudential Large Cap Fund
2/20
77,452Cr
0.85%
7.34%
16.95%
3.49
0.90
1.09
1.90
1.17
Kotak Large Cap Fund
3/20
10,925Cr
0.63%
8.09%
15.34%
1.50
0.96
0.91
1.48
0.72
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
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-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
81%
Mid cap
11.7%
Small cap
2.5%
Small Cap allocation has gone up from 2.4% to 2.5%
Small Cap allocation has gone up from 2.4% to 2.5%
Mid Cap allocation has gone down from 12% to 11.7%
Mid Cap allocation has gone down from 12% to 11.7%
Large Cap allocation has gone up from 80.6% to 81%
Large Cap allocation has gone up from 80.6% to 81%
Cash allocation has gone down from 4.9% to 4.8%
Cash allocation has gone down from 4.9% to 4.8%

Sundaram Large Cap Fund Dir Gr Sector Allocation

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

Sector Allocation

Financial Services
35.5%
Consumer Cyclical
11.2%
Energy
9.5%
Tech
9.2%
Health
7.5%
Communication
6.9%
Consumer Defensive
6.9%
Industrial
6.8%
Basic Materials
4.5%
Utilities
2.1%

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

Feb'26

Financial Services

37%

Consumer Cyclical

15%

Tech

8%

Jan'26

Financial Services

37%

Consumer Cyclical

13%

Tech

10%

Sundaram Large Cap Fund Dir Gr Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.7%
0%
ICICI Bank Ltd
7.13%
0%
Axis Bank Ltd
6.38%
0%
State Bank of India
5.98%
0%
Bharti Airtel Ltd
5.66%
0%
See all
Top Stocks bought last month
State Bank of India's allocation increased from 5.33% to 5.98%
State Bank of India's allocation increased from 5.33% to 5.98%
Larsen & Toubro Ltd's allocation increased from 3.34% to 3.66%
Larsen & Toubro Ltd's allocation increased from 3.34% to 3.66%
Sun Pharmaceuticals Industries Ltd's allocation increased from 3.23% to 3.54%
Sun Pharmaceuticals Industries Ltd's allocation increased from 3.23% to 3.54%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 9.04 % to 8.7 %
HDFC Bank Ltd's allocation decreased from 9.04 % to 8.7 %
Bharti Airtel Ltd's allocation decreased from 5.89 % to 5.66 %
Bharti Airtel Ltd's allocation decreased from 5.89 % to 5.66 %
Infosys Ltd's allocation decreased from 5.15 % to 4.11 %
Infosys Ltd's allocation decreased from 5.15 % to 4.11 %

Sundaram Large Cap Fund Dir Gr Overview

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

Expense ratio0.66%
Benchmark
Nifty 100 TR INR
AUM₹3245 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. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Large Cap Fund Dir Gr has ₹3245 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Sundaram Large Cap Fund Dir Gr has given a CAGR return of 15.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.81%, 12.71% and 11.24% respectively.

Holdings

Sundaram Large Cap Fund Dir Gr 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 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

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 3.2K Cr
₹ 3.3K Cr
₹ 3.4K Cr
  • 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

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 ₹21.54. 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 4.81% in 1 year, 12.71% in 3 years, 11.24% in 5 years.

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

The fund managers are Ashwin Jain.

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 0.66%. 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 ₹3245 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 HDFC Bank Ltd(8.7%), ICICI Bank Ltd(7.13%), Axis Bank Ltd(6.38%)