August 14, 2025
RA Jainee
Sundaram Large Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 22.5034
NAV IDCW: Rs 17.5261
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seek to generate capital appreciation by investing in large cap stocks.
Fund Manager:
1) Ashwin Jain
Education: Mr. Jain is a B.E. and PGDM.
Experience: Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Large Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 13.22% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,391 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.64% |
| (As on 31-Jul-2025) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 39.80% |
Trailing Returns (%) of Sundaram Large Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Large Cap Dir | 1.89 | 0.41 | -1.15 | 1.19 | 5.53 | 1.75 | 13.41 | 17.87 | 12.94 | 12.81 |
| BSE 100 TRI | 3.93 | 0.53 | -1.90 | 1.18 | 8.24 | 2.18 | 14.03 | 19.20 | 13.53 | 13.24 |
| Equity: Large Cap | 3.10 | 0.57 | -1.74 | 1.54 | 8.13 | 0.76 | 14.69 | 19.06 | 13.25 | 12.65 |
| Rank within category | 72 | 93 | 24 | 59 | 98 | 46 | 46 | 41 | 20 | 16 |
| Number of funds in category | 99 | 113 | 111 | 106 | 100 | 94 | 80 | 57 | 47 | 42 |
Peer Comparison of Sundaram Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Large Cap Dir | 3 star | 1.75 | 13.41 | 17.87 | 0.64 | 3,391 | 13.22 | 1.00 (365) | 12Y 7M | 39.80 |
| ICICI Pru Large Cap Dir | 5 star | 4.38 | 18.39 | 22.05 | 0.85 | 71,788 | 15.91 | 1.00 (365) | 12Y 7M | 15.00 |
| SBI Large Cap Dir | 4 star | 4.04 | 14.46 | 19.25 | 0.81 | 53,030 | 15.25 | 1.00 (365) | 12Y 7M | 27.00 |
| Nippon India Large Cap Dir | 5 star | 5.48 | 20.19 | 24.84 | 0.65 | 44,165 | 16.47 | 1.00 (7) | 12Y 7M | 26.00 |
| HDFC Large Cap Dir | 5 star | 0.09 | 16.23 | 21.29 | 1.00 | 38,117 | 14.12 | 1.00 (365) | 12Y 7M | 21.23 |
Portfolio Analysis of Sundaram Large Cap Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 50.11% |
| Top 5 Stocks | 33.36% |
| Top 3 Sectors | 47.89% |
| Portfolio P/B Ratio | 3.60 |
| Portfolio P/E Ratio | 23.98 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,62,792 | 4,17,337 |
| Giant (%) | 73.22 | 77.55 |
| Large (%) | 22.25 | 21.19 |
| Mid (%) | 4.53 | 2.75 |
| Small (%) | — | 2.42 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Sundaram Large Cap Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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