Sundaram Large Cap Fund - Growth - Direct Plan

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  • 0.75 %Nav, as on 27-10-2025

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  • Net Change on 27-10-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Large Cap Fund Direct Plan - Growth 1.83 1.66 2.93 14.30 18.12 18.07
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Large Cap Fund Direct Plan - Growth Oct 08, 2020 Unrated 2.93 14.30 18.12 0.65 3,279.53
ICICI Prudential Large Cap Fund - Direct Plan - Growth Jan 01, 2013 6.77 19.48 22.16 0.86 73,034.52
SBI Large Cap Fund-DIRECT PLAN -GROWTH Jan 01, 2013 5.97 15.89 19.43 0.82 52,829.93
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 8.34 21.11 25.49 0.68 46,463.11
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 7.35 14.90 17.72 0.54 39,615.50
HDFC Large Cap Fund -Direct Plan - Growth Option Jan 01, 2013 3.44 17.69 21.80 0.98 38,251.04

Fund Holdings as on 30-September-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Avenue Supermarts Ltd

  • State Bank of India

  • Bharat Petroleum Corporation Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Larsen & Toubro Ltd

  • SBI Life Insurance Company Ltd

  • Kotak Mahindra Bank Ltd

  • TVS Motor Company Ltd

  • Mahindra & Mahindra Ltd

  • Tech Mahindra Ltd

  • Interglobe Aviation Ltd

  • Ultratech Cement Ltd

  • Craftsman Automation Ltd

  • PI Industries Ltd

  • NTPC LTD

  • Dr. Reddys Laboratories Ltd

  • Bajaj Auto Ltd

  • Oil India Ltd

  • Cash and Other Net Current Assets

  • Varun Beverages Ltd

  • HCL Technologies Ltd

  • Jubilant Foodworks Ltd

  • TATA Consumer Products Ltd

  • KEI Industries Ltd

  • Info Edge (India) Ltd

  • ICICI Lombard General Insurance Company Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Insurance

  • Retailing

  • Bank - Public

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Consumer Food

  • Airlines

  • Cement & Construction Materials

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Oil Exploration

  • Tea/Coffee

  • Cable

  • BPO/ITeS

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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About Sundaram Large Cap Fund

Scheme Analysis

Sundaram Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Oct-2020 and currently has an AUM of ₹3,279.53 crore. Sundaram Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Large Cap Fund ended up ₹0.17(0.75%)yesterday to ₹23.3012.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Large Cap Fund is managed by Ashwin Jain .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156