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Sundaram Large Cap Fund - Direct (IDCW) RI

Large Cap Fund • OPEN
NAV as of May 19, 2026
₹21.64
1 day change
Returns since inception
14.74%
CAGR
AUM (Fund size)
₹3,063 Cr
NAV: ₹ 21.64
as on May 19, 2026
Sundaram Large Cap Fund - Direct (IDCW) RI

Sundaram Large Cap Fund - Direct (IDCW) RI Overview

AUM (Fund size) ₹ 3,063 Cr
Expense ratio 0.71 %
Exit load If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 100 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 5 yrs 8 m since Sep 17, 2020
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
30.57%
IT-Software
8.62%
Retailing
7.43%
Pharmaceuticals & Biotech
7.38%
Telecom-Services
6.03%

Top Holdings

HDFC Bank 8.05%
ICICI Bank 7.00%
Bharti Airtel 6.03%
Axis Bank 6.01%
SBI 5.48%
Reliance Industr 4.70%
Infosys 4.44%
Sun Pharma.Inds. 4.03%
Avenue Super. 3.55%
Larsen & Toubro 3.37%

Scheme Information

Sundaram Large Cap Fund - Direct (IDCW) RI was launched on 17/09/2020. The fund manages ₹3,063 Cr in assets. Its current expense ratio is 0.71%.

Fund Manager: Ashwin Jain

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FAQs on Sundaram Large Cap Fund - Direct (IDCW) RI

The current expense ratio of Sundaram Large Cap Fund - Direct (IDCW) RI is 0.71%.

The AUM of Sundaram Large Cap Fund - Direct (IDCW) RI is ₹3,063 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Large Cap Fund - Direct (IDCW) RI allows both SIP and lump sum investments.

The latest NAV is ₹21.64.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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