Q: What are the returns of Sundaram Large Cap Fund?

The Sundaram Large Cap Fund is a 4 yrs 10 m old fund and has delivered average annual returns of 18.44% since inception. Sundaram Large Cap Fund Returns 1-Year 3-Year Since Inception 1.93% 16.16% 18.44%

Question 1

What is the current NAV of Sundaram Large Cap Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Sundaram Large Cap Fund - Direct Growth plan is approximately ₹22.8771 as of Jul 21, 2025.

Question 2

What are the returns of Sundaram Large Cap Fund?

Accepted Answer

The Sundaram Large Cap Fund is a 4 yrs 10 m old fund and has delivered average annual returns of 18.44% since inception.

Sundaram Large Cap Fund Returns

1-Year	3-Year	Since Inception
1.93%	16.16%	18.44%

Question 3

How much does Sundaram Large Cap Fund charge as the expense ratio?

Accepted Answer

The Sundaram Large Cap Fund - Direct Growth has an expense ratio of 0.64%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Sundaram Large Cap Fund?

Accepted Answer

The Sundaram Large Cap Fund currently has assets under management (AUM) or fund size valued at approximately ₹3,396 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of Sundaram Large Cap Fund?

Accepted Answer

The Sundaram Large Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
ICICI Bank Ltd.	10.07%
HDFC Bank Ltd.	10.04%
Bharti Airtel Ltd.	5.34%
Infosys Ltd.	4.91%
Reliance Industries Ltd.	4.23%
Dr. Reddy's Laboratories Ltd.	3.76%
Axis Bank Ltd.	3.43%
Sun Pharmaceutical Industries Ltd.	3.27%
Bharat Petroleum Corporation Ltd.	3.14%
State Bank of India	3.13%

Question 6

What are the top sectors Sundaram Large Cap Fund has invested in?

Accepted Answer

The Sundaram Large Cap Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
ICICI Bank Ltd.	10.07%
HDFC Bank Ltd.	10.04%
Bharti Airtel Ltd.	5.34%
Infosys Ltd.	4.91%
Reliance Industries Ltd.	4.23%
Dr. Reddy's Laboratories Ltd.	3.76%
Axis Bank Ltd.	3.43%
Sun Pharmaceutical Industries Ltd.	3.27%
Bharat Petroleum Corporation Ltd.	3.14%
State Bank of India	3.13%

Question 7

What is the risk level of Sundaram Large Cap Fund?

Accepted Answer

This is a Large Cap fund comes with Very High risk.

Question 8

Is there any lock-in period in Sundaram Large Cap Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Sundaram Large Cap Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Large Cap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Large Cap Fund is complete.

Question 10

How can I redeem my investments in Sundaram Large Cap Fund?

Accepted Answer

Redeeming your investments in Sundaram Large Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Large Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.64% as on May 31, 2025
Exit load	1.0% For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.!
AUM (Fund size)	₹3,396 Cr
Lock-in Period	Nil
Age	4 yrs 10 m since Sep 17, 2020
Benchmark	NIFTY 100 TRI
Min. investment	SIP: ₹100 & Lumpsum: ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	-0.89%	-0.81%
3 Months	3.93%	4.83%
6 Months	7.24%	9.1%
1 Year	1.93%	3.56%
2 Years	14.16%	17.56%
3 Years	16.16%	17.85%
4 Years	13.48%	14.54%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Large Cap Fund	N.A.	3,396 Cr	4 yrs 10 m	0.64%
ICICI Prudential Large Cap Fund	N.A.	68,034 Cr	12 yrs 6 m	0.85%
Nippon India Large Cap Fund	N.A.	39,677 Cr	12 yrs 6 m	0.67%
Edelweiss Large Cap Fund	N.A.	1,271 Cr	12 yrs 6 m	0.62%
Baroda BNP Paribas Large Cap Fund	N.A.	2,614 Cr	12 yrs 6 m	0.77%
Canara Robeco Bluechip Equity Fund	N.A.	16,027 Cr	12 yrs 6 m	0.46%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Large Cap Fund	-0.89%	7.24%	1.93%	16.16%	N.A.	N.A.
ICICI Prudential Large Cap Fund	-0.92%	9.77%	4.95%	20.69%	22.8%	14.65%
Nippon India Large Cap Fund	-0.76%	10.28%	4.83%	22.83%	26.01%	14.76%
Edelweiss Large Cap Fund	-1.66%	7.64%	2.44%	19.08%	20.76%	13.41%
Baroda BNP Paribas Large Cap Fund	-0.71%	7.4%	1.21%	19.48%	20.42%	13.36%
Canara Robeco Bluechip Equity Fund	-1.12%	9.92%	6.01%	18.74%	20.48%	14.64%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Large Cap Fund	12.22	0.91	0.96	1.57
ICICI Prudential Large Cap Fund	12.09	0.89	1.29	2.07
Nippon India Large Cap Fund	12.75	0.94	1.41	2.32
Edelweiss Large Cap Fund	12.6	0.94	1.18	1.86
Baroda BNP Paribas Large Cap Fund	13.0	0.96	1.14	1.68
Canara Robeco Bluechip Equity Fund	12.03	0.9	1.18	1.77

Sundaram Large Cap Fund Direct - Growth

Historical NAV & returns

Sundaram Large Cap Fund overview

Sundaram Large Cap Fund Returns calculator

Trailing returns as on Jun 12, 2025

Asset allocationas on May 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Sundaram Large Cap Fund in detail with

About this fund

About Sundaram Large Cap Fund

Fund managers

Investment objective

Sundaram Mutual Fund details

More funds from Sundaram Mutual Fund

Frequently asked questions

Sundaram Large Cap Fund Returns

ET Money rank

Alpha	-0.22 vs. 5.59 Underperformed at beating benchmark
Sharpe	0.96 vs. 6.72 Poor risk-adjusted returns
Beta	0.91 vs. 1.0 Less sensitive to market ups & downs
Standard deviation	12.22 vs. 10.5 More volatile performance

Fund AUM	3,396 Cr as on May 31, 2025
Scheme document	View Scheme Document

No. of schemes	30 view all schemes
Total AUM	69,421 Cr as on Jun 30, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

Fund name	ETM Rank	AUM	1Y	5Y
Sundaram Small Cap Fund	N.A.	3,311 Cr	8.02%	33.46%
Sundaram Mid Cap Fund	N.A.	12,344 Cr	8.56%	29.66%
Sundaram Infrastructure Advantage Fund	N.A.	952 Cr	1.42%	29.35%
Sundaram Services Fund	N.A.	4,161 Cr	14.86%	27.43%
Sundaram Financial Services Opportunities Fund	N.A.	1,548 Cr	7.93%	24.4%
Sundaram Multi Cap Fund	N.A.	2,773 Cr	5.64%	24.37%

Sector	Percentage of Portfolio
Financial	29.7%
Energy	9.3%
Technology	9.059999999999999%
Automobile	8.260000000000002%
Healthcare	7.029999999999999%
Services	6.739999999999999%
Communication	5.34%
Insurance	4.22%
Consumer Staples	3.7600000000000002%
Construction	3.01%