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sundaram large cap fund dir gr
Sundaram Large Cap Fund Dir Gr

Sundaram Large Cap Fund Dir Gr

  • Very High Risk
  • Equity
  • Large-Cap
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NAV as on Dec 22, 2025
i
Price per unit of the scheme.
₹ 23.53180.72%1 Day Change
0.40%
Minimum Investment₹100
Expense Ratio0.57%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Large Cap Fund Dir Gr
VS
Equity: Large-Cap Average NAV
    Topper in Equity: Large-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Large Cap Fund Dir Gr
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 100 TR INR
    Expense Ratio
    0.57%
    Category Avg Expense Ratio
    0.87%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,358.25 Cr(As on Oct, 2025)
    Inception Date
    Oct 08, 2020
    Turnover
    20.00 %
    Exit Load
    Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment . If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

    Sundaram Large Cap Fund Dir Gr is an Equity - Large-Cap fund. The fund was launched inOct 08, 2020. Its risk level is . The NAV of the fund as onDec 22, 2025 is ₹23.53. Its expense ratio is 0.57 %. The fund has an AUM of ₹3,358.25 Cr.The fund is managed byRavi Gopalakrishnan,Sudhir Kedia,S. Bharath,Ashwin Jain.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Fund Manager Rank23Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM₹ 13,620.87 Cr
    • Highest Return In 1 Yr9.23 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.88
    0.73%
    0.13%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.53
    0.40%
    0.37%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.52
    0.69%
    0.36%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.88
    • Fund Size₹1,483.79Cr
    Fund Return0.73%
    Category Return0.13%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.53
    • Fund Size₹3,358.25Cr
    Fund Return0.40%
    Category Return0.37%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.52
    • Fund Size₹1,102.59Cr
    Fund Return0.69%
    Category Return0.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 31,284.57 Cr
    • Highest Return In 1 Yr12.07 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 99.87
    0.40%
    0.10%
    Very High Risk
    ₹7,046.83Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.53
    0.40%
    0.37%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.52
    0.69%
    0.36%
    Very High Risk
    ₹1,102.59Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 99.87
    • Fund Size₹7,046.83Cr
    Fund Return0.40%
    Category Return0.10%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.53
    • Fund Size₹3,358.25Cr
    Fund Return0.40%
    Category Return0.37%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.52
    • Fund Size₹1,102.59Cr
    Fund Return0.69%
    Category Return0.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 41,199.69 Cr
    • Highest Return In 1 Yr12.07 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,582.21
    0.95%
    0.32%
    Very High Risk
    ₹13,344.99Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 190.72
    -0.07%
    0.31%
    High Risk
    ₹7,655.04Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 33.02
    0.03%
    -0.23%
    Moderately High risk
    ₹20.52Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,582.21
    • Fund Size₹13,344.99Cr
    Fund Return0.95%
    Category Return0.32%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 190.72
    • Fund Size₹7,655.04Cr
    Fund Return-0.07%
    Category Return0.31%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 33.02
    • Fund Size₹20.52Cr
    Fund Return0.03%
    Category Return-0.23%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashwin Jain
    Ashwin Jain
    i
    Lead Fund Manager.
    Oct 21, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 4,460.84 Cr
    • Highest Return In 1 Yr6.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.53
    0.40%
    0.37%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.52
    0.69%
    0.36%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.53
    • Fund Size₹3,358.25Cr
    Fund Return0.40%
    Category Return0.37%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.52
    • Fund Size₹1,102.59Cr
    Fund Return0.69%
    Category Return0.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (97.78%)
    DEBT (-%)
    CASH (2.19%)
    Allocation by Market Cap
    Large Cap(84.94%)
    Mid Cap(10.59%)
    Small Cap(2.26%)
    Industry Holdings
    • Banks Regional29.55%
    • Information Technology Services9.14%
    • Oil Gas Refining Marketing7.97%
    • Auto Manufacturers7.97%
    • Telecom Services6.19%
    • Drug Manufacturers Specialty Generic5.61%
    Stock Holdings
    • HDFC Bank Ltd9.44%
    • ICICI Bank Ltd8.89%
    • Bharti Airtel Ltd6.05%
    • Infosys Ltd4.91%
    • Reliance Industries Ltd4.67%
    • State Bank of India3.77%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.91
      This Fund
      VS
      0.00
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      96.35
      This Fund
      VS
      93.90
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.90
      This Fund
      VS
      1.00
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.54
      This Fund
      VS
      0.60
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.84
      This Fund
      VS
      0.96
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      11.13
      This Fund
      VS
      12.65
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 76,663.30 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Large Cap Fund Dir Gr ?
    The category of Sundaram Large Cap Fund Dir Gr is Equity - Large-Cap
    What is the current NAV of Sundaram Large Cap Fund Dir Gr ?
    The current NAV of Sundaram Large Cap Fund Dir Gr as on Dec 22, 2025 is ₹23.53
    How safe is Sundaram Large Cap Fund Dir Gr ?
    The risk level of Sundaram Large Cap Fund Dir Gr is Very High.
    What are short term returns given by Sundaram Large Cap Fund Dir Gr ?
    The return given by Sundaram Large Cap Fund Dir Gr in 1 month is 0.40%, 3 months is 2.92%, 6 months is 3.45%, and 1 year is 6.96%
    What are the long term returns given by Sundaram Large Cap Fund Dir Gr ?
    The return given by Sundaram Large Cap Fund Dir Gr in 3 years is 13.69% and 5 years is 15.99%.
    What is the expense ratio of Sundaram Large Cap Fund Dir Gr ?
    The expense ratio of Sundaram Large Cap Fund Dir Gr is 0.57%
    What is the AUM of Sundaram Large Cap Fund Dir Gr ?
    The assets under Management (AUM) of Sundaram Large Cap Fund Dir Gr is Rs 3,358.25 crores.
    What is the minimum investment in Sundaram Large Cap Fund Dir Gr ?
    The minimum Lumpsum investment in Sundaram Large Cap Fund Dir Gr is ₹100.00 and the minimum SIP investment in Sundaram Large Cap Fund Dir Gr is ₹100.00
    What is the asset allocation of Sundaram Large Cap Fund Dir Gr?
    Sundaram Large Cap Fund Dir Gr has an exposure of 97.78% in Equity and 2.19% in Cash & Money Market Securities

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