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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Large Cap Fund is ₹19.62 as of 2026-10-12.
Sundaram Large Cap Fund is classified as a Large Cap fund.
Sundaram Large Cap Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Large Cap Fund is ₹2,865.93 Cr.
The expense ratio of Sundaram Large Cap Fund is 2.07%.
Sundaram Large Cap Fund is managed by Ashwin Jain.
The minimum SIP investment for Sundaram Large Cap Fund is ₹100.
The exit load for Sundaram Large Cap Fund is 1%.
As per the SEBI Riskometer, Sundaram Large Cap Fund carries a Very High risk level.
Sundaram Large Cap Fund has delivered -7.38% (1Y), 4.83% (3Y) and 5.28% (5Y) annualised returns as of 2026-10-12.
Sundaram Large Cap Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
