Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Sundaram Large Cap Fund

Su

Sundaram Large Cap Fund

Large CapRank #76
2/5

NAV (2026-07-14)

20.58

AUM

₹3,062.98 Cr

Exp. Ratio: 2.04%

RISK LEVEL

Very High

Returns & Performance

1 Year-2.95%2.11% vs cat avgRank #79
3 Year7.47%3.26% vs cat avgRank #100
5 Year8.66%1.89% vs cat avgRank #87
Since Launch16.34%--

Fund vs Category Average

1Y
-2.95%-2.11%
3Y
7.47%-3.26%
5Y
8.66%-1.89%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.04%)
1Y category rank outside top 15 (#79)
Overall rank #76 in category
ISININF903JA1IZ3
NAV₹20.58
NAV Date2026-07-14
AUM₹3,062.98 Cr
Expense Ratio2.04%
RiskVery High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seek to generate capital appreciation by investing in large cap stocks.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Ashwin Jain

Mr. Jain is a B.E. and PGDM.

Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

Top Holdings

Holdings data not available for this scheme