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Sundaram Large Cap Fund(G)-Direct Plan

Sundaram Large Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+7.29%

5Y annualised

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Buy, Hold or Sell?

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,17,508

Stock Allocation

Stock nameSectorAllocation
Icici Bank LtdBank7.98%
Axis Bank LtdBank6.36%
Bharti Airtel LtdTelecom5.79%

Fund Composition

3055 Cr

Large Cap

82.48%

Mid Cap

8.74%

Small Cap

4.00%

Others

4.79%

Sector Allocation

3055 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

AJ

Ashwin Jain

Present

Similar/Peer Fund Comparison

Fund name
T

Taurus Large Cap Fund(G)-Direct Plan

+11.39%
Q

Quant Large Cap Fund(G)-Direct Plan

+12.21%
B

Bank of India Large Cap Fund(G)-Direct Plan

+11.67%
I

Invesco India Largecap Fund(G)-Direct Plan

+12.71%
I

ITI Large Cap Fund(G)-Direct Plan

+10.02%
J

JioBlackRock Large Cap Fund(G)-Direct Plan

+0.00%
P

Parag Parikh Large Cap Fund(G)-Direct Plan

+0.00%
B

Bajaj Finserv Large Cap Fund(G)-Direct Plan

+0.00%

FAQs

Sundaram Large Cap Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 08 Oct 2020. This fund is managed by Ashwin Jain. It is a Equity type of fund.

The current NAV of Sundaram Large Cap Fund(G)-Direct Plan is ₹21.85 (as of 15 Sep 2026).

Sundaram Large Cap Fund(G)-Direct Plan has delivered -3.70% in 1 year, 6.25% in 3 years, and 7.29% in 5 years (annualised).

The minimum SIP amount for Sundaram Large Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Large Cap Fund(G)-Direct Plan is 0.64%.

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