
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct Growth
as on 30 Oct 2026
Sundaram Large Cap Fund Direct Growth is a Equity mutual fund scheme launched on 08 Oct 2020. The current NAV stands at ₹21.8245 as of 30 Oct 2026. From the funds total AUM, its top holdings include ICICI Bank at 7.02%, Axis Bank at 6.41%, Bharti Airtel at 5.95%, HDFC Bank at 5.89%, State Bank of India at 5.19%
Scheme Overview
- Inception Date : 08 Oct 2020
- AUM : ₹2,865.93 Cr
- 5Y Returns (CAGR) : 7.37%
- Expense Ratio : 0.87%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 36.36 L
7.37%
Total Investment
₹ 30,00,000
Returns
₹ 6,36,333 (7.37%)
Maturity Value
₹ 36,36,333
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 2,865.93 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹2,865.93 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Financial Services | 33.97% | ||
| Consumer Cyclical | 18.90% | ||
| Technology | 8.06% | ||
| Consumer Defensive | 7.34% | ||
| Communication Services | 6.73% | ||
| Industrials | 6.28% | ||
| Energy | 4.96% | ||
| Basic Materials | 4.25% | ||
| Healthcare | 3.91% | ||
| Other | 3.07% | ||
| Utilities | 2.54% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() I ICICI Bank | 7.02% | |
![]() A Axis Bank | 6.41% | |
![]() B Bharti Airtel | 5.95% | |
![]() H HDFC Bank | 5.89% | |
![]() S State Bank of India | 5.19% | |
![]() R Reliance Industries | 4.45% | |
![]() I Infosys | 3.97% | |
![]() L Larsen & Toubro | 3.77% | |
![]() A Avenue Supermarts DMart | 3.50% | |
![]() C Craftsman Automation | 3.30% | |
![]() K Kotak Bank | 3.18% | |
![]() T TVS Motors | 3.12% | |
![]() T Tech Mahindra | 2.95% | |
![]() M Mahindra & Mahindra | 2.75% | |
![]() T Treps | 2.67% | |
![]() M Marico | 2.58% | |
![]() N NTPC | 2.54% | |
![]() M Mankind Pharma | 2.50% | |
![]() U UltraTech Cement | 2.37% | |
![]() C Cholamandalam Investment | 2.15% | |
![]() I Interglobe Aviation | 2.13% | |
![]() T Trent | 2.04% | |
![]() S SBI Life Insurance | 2.03% | |
![]() S SEDEMAC Mechatronics | 1.95% | |
![]() P PI Industries | 1.87% | |
![]() I Indian Hotels Company | 1.58% | |
![]() J Jubilant FoodWorks | 1.50% | |
![]() S Sun Pharmaceutical | 1.41% | |
![]() S Swiggy | 1.37% | |
![]() T Tata Consumer Products | 1.26% | |
![]() H HCL Technologies | 1.13% | |
![]() I ICICI Lombard General Insurance | 1.06% | |
![]() B Bank of Baroda | 1.05% | |
![]() I Info Edge | 0.78% | |
![]() E Eicher Motors | 0.78% | |
![]() M Maruti Suzuki | 0.52% | |
![]() B Bharat Petroleum | 0.50% | |
![]() C Cash And Other Net Current Assets | 0.40% | |
![]() C Cummins | 0.38% | |
![]() L LG Electronics | 0.01% |
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 2,865.93
Expense Ratio
0.87%
Lock-in Period
No Lock in Period
52W Low NAV
-
Inception Date
08 Oct 2020
Fund Age
6 Yrs
Benchmark
Nifty 100 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Ashwin Jain | BE., PGDM |
Fund Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
No. of Schemes
32
Total AUM
₹ 77,187.60 Cr
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
FAQs
When was Sundaram Large Cap Fund launched?
What is the current NAV of Sundaram Large Cap Fund?
What is the AUM of Sundaram Large Cap Fund?
What is the rate of return of Sundaram Large Cap Fund?
- In the past 1Y: -6.10%
- In the past 3Y: 7.98%
- In the past 5Y: 7.37%
What is the expense ratio of Sundaram Large Cap Fund?
What is exit load of Sundaram Large Cap Fund?
What is the portfolio of Sundaram Large Cap Fund?
- ICICI Bank: 7.02%
- Axis Bank: 6.41%
- Bharti Airtel: 5.95%
- HDFC Bank: 5.89%
- State Bank of India: 5.19%
Top 3 sectoral holdings include:
- Financial Services: 33.97%
- Consumer Cyclical: 18.90%
- Technology: 8.06%
How risky is investing in Sundaram Large Cap Fund?
Who is the fund manager Sundaram Large Cap Fund?
What is the minimum investment required in Sundaram Large Cap Fund?
How to invest in Sundaram Large Cap Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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