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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 18 Dec 2025
₹186.26
Rating
3
Min. SIP amount
₹100
Fund size
₹131.98Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (103)
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Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Large Cap
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 16.7% | 17.1% | 12.9% | 12.3% |
| Category average | 14.5% | 15.1% | 13.3% | NA |
| Rank with in category | 23 | 9 | NA | NA |
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Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 6.0% | 19.4% | 50,312.32 |
DSP Large Cap Fund Direct Growth | 5 | 6.5% | 18.5% | 6,933.59 |
ICICI Prudential Large Cap Fund Direct Growth | 5 | 8.3% | 18.2% | 78,159.80 |
Canara Robeco Large Cap Fund Direct Growth | 4 | 5.2% | 16.2% | 17,233.68 |
HDFC Large Cap Fund Direct Growth | 5 | 5.2% | 15.9% | 40,617.55 |
Expense ratio, exit load and tax
Expense ratio: 0.61%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
Exit load is zero
3Y and 5Y annualised returns higher than category average
Cons
1Y and 10Y annualised returns lower than category average
Higher expense ratio: 0.61%
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