Sundaram Large Cap Fund - Direct Growth

11 March 2026

Last Updated:

About

Mutual Fund Type:

Equity

Inception Date:

26 February 1996

AUM/Fund Size:

Rs 3,363.64

NAV:

Rs 22.23

Total Expense Ratio (TER):

0.66%

Exit Load:

1% if redeemed within 1 year

Benchmark Index:

NIFTY 100 Total Return Index

Risk Level:

Very High

Min SIP:

Rs 100

Fund Manager:

Ashwin Jain

Returns

Since Inception:

13.00%

10 Year Returns:

14.50%

5 Year Returns:

12.90%

3 Year Returns:

14.10%

Advanced Ratios

Alpha:

-0.43

Beta:

0.89

Sharpe:

0.7

Sortino:

1.1

P/E Ratio:

23.49

P/B Ratio:

3.55

Top 3 Holdings & Sectors

HDFC Bank (9.37%)
ICICI Bank (6.69%)
Bharti Airtel (6.12%)

Financial (32.69%)
Technology (18.5%)
Energy & Utilities (12.14%)

Equity/ Cash/ Debt / Real Estate Split

Equity:

97.32%

Cash:

2.68%

Debt: