31
Large CapAvoid
Sundaram Large Cap
Sundaram · Direct–Growth · rank #30 of 35 by Smart Score
Trailing returns
1 Year
-1.1%
+1.0% vs index
3 Years
8.9%
+0.6% vs index
5 Years
10.2%
+0.3% vs index
Since launch
12.3%
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
-4.0%+2.3% vs index
Why this score
Sundaram Large Cap scores 31/100 — #30 of 35 Large Cap fund (Avoid). It stands out for volatility — beating 83% of peers on volatility. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return8.94% · 8th percentile in category
5Y return10.24% · 23rd percentile in category
Sharpe ratio0.19 · 14th percentile in category
Volatility12.73 · 83rd percentile in category
Alpha-0.38 · 11th percentile in category
Sortino ratio0.26 · 14th percentile in category