41651
18076
Sundaram Large Cap Fund - Direct (G)
9.11
-3.82
10.31
-0.91
4.28
0.93
-4.72
14.91
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
1.63
10.31
Sundaram Large Cap Fund - Direct (G)
1.53
8.81
1.19
3.5
5 Years
Sundaram Large Cap Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
22.24
08 Jul 2026
-
-1.97%
1 Day
-
9.11%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.83%
Expense Ratio -
3,001 Cr
Fund Size -
5 Years
Fund Age
Returns and Ranks ( as on 08 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -3.82%
- 9.11%
- 10.31%
- 14.91
- -0.37Alpha
- 3.70SD
- 0.87Beta
- 0.35Sharpe
- Exit Load
- If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The scheme seek to generate capital appreciation by investing in large cap stocks.
Ashwin Jain
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Large Cap Fund - Direct (G) has delivered 23.79% since inception
The NAV of Sundaram Large Cap Fund - Direct (G) is ₹22.2929 as of 08 Jul 2026
The expense ratio of Sundaram Large Cap Fund - Direct (G) is 0.83 % as of 08 Jul 2026
The AUM of Sundaram Large Cap Fund - Direct (G) 3376.64 CR as of 08 Jul 2026
The minimum SIP amount of Sundaram Large Cap Fund - Direct (G) is 100
The top stock holdings of Sundaram Large Cap Fund - Direct (G) are
- ICICI Bank - 7.02%
- Axis Bank - 6.41%
- Bharti Airtel - 5.95%
- HDFC Bank - 5.89%
- SBI - 5.19%
The top sectors Sundaram Large Cap Fund - Direct (G) has invested in are
- Banks - 28.64%
- IT-Software - 9.58%
- Petroleum Products - 8.82%
- Pharmaceuticals & Biotech - 6.05%
- Construction - 6.03%