38
Large CapAvoid
Sundaram Large Cap
Sundaram · Direct–Growth · rank #27 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.6%
+4.1% vs index
3 Years
7.2%
+0.8% vs index
5 Years
6.9%
+1.1% vs index
Since launch
11.8%
Year-by-year performance
2021
+30.0%+4.7% vs index
2022
+5.5%+0.1% vs index
2023
+22.8%+1.7% vs index
2024
+12.5%+2.7% vs index
2025
+6.6%-5.1% vs index
2026
-6.5%+4.2% vs index
Why this score
Sundaram Large Cap scores 38/100 — #27 of 35 Large Cap fund (Avoid). It stands out for expense ratio and volatility — beating 87% of peers on expense ratio. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return7.23% · 15th percentile in category
5Y return6.91% · 27th percentile in category
Sharpe ratio0.06 · 20th percentile in category
Expense ratio0.87% · 87th percentile in category
Volatility12.89 · 83rd percentile in category
Alpha-0.29 · 17th percentile in category
Top holdings
1.ICICI Bank Ltd7.73%
2.Axis Bank Ltd6.4%
3.Bharti Airtel Ltd5.99%
4.State Bank of India5.41%
5.HDFC Bank Ltd4.76%
40 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.