
Sundaram Large Cap Fund(G)-Direct Plan
+7.29%
5Y annualised
+7.29%
5Y annualised
-1.34% 1D
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NAV : 15 Sep 2026
₹21.85
Min. SIP amount
₹100
Fund size (AUM)
3055 Cr
Expense ratio
0.64%
Launched on
08 Oct 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹21.85
Min. SIP amount
₹100
Fund size (AUM)
3055 Cr
Expense ratio
0.64%
Launched on
08 Oct 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
82.48%
Mid Cap
8.74%
Small Cap
4.00%
Others
4.79%
Sector Allocation
Bank
30.67%
Automobile & Ancillaries
12.56%
It
7.51%
Telecom
5.79%
Retailing
5.28%
Insurance
4.70%
Infrastructure
3.68%
Healthcare
3.28%
Others
26.37%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ashwin Jain
Present
Similar/Peer Fund Comparison
Taurus Large Cap Fund(G)-Direct Plan
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JioBlackRock Large Cap Fund(G)-Direct Plan
Parag Parikh Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
FAQs
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