Sundaram Large Cap Fund - IDCW - Direct Plan

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  • (-0.3%)Nav, as on 06-11-2025

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  • Net Change on 06-11-2025

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Fund Overview IDCW | 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 - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 2.49 2.63 4.77 13.12 18.00 17.93
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 - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) Oct 08, 2020 Unrated 4.77 13.12 18.00 0.65 3,279.53
ICICI Prudential Large Cap Fund - Direct Plan - IDCW Jan 01, 2013 8.18 18.35 22.04 0.86 73,034.52
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 6.64 14.70 19.23 0.82 52,829.93
NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option Jan 01, 2013 9.06 19.98 25.60 0.68 46,463.11
Mirae Asset Large Cap Fund Direct IDCW Jan 01, 2013 8.70 14.15 17.77 0.54 39,615.50
HDFC Large Cap Fund - IDCW Option - Direct Plan Jan 01, 2013 5.04 16.35 21.76 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

Most Recent Dividend

  • 31/10/2025

  • 28/04/2025

  • 25/09/2024

  • 26/03/2024

  • 25/09/2023

  • 13/03/2023

  • 28/11/2022

  • 28/03/2022

  • 11/10/2021

  • 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 down ₹-0.05(-0.3%)yesterday to ₹16.7342.

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