32
Large CapAvoid
Sundaram Large Cap
Sundaram · Direct–Growth · rank #29 of 35 by Smart Score
Data updated
Trailing returns
1 Year
0.7%
+2.5% vs index
3 Years
8.7%
+0.5% vs index
5 Years
8.3%
+0.5% vs index
Since launch
12.2%
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
-4.1%+3.6% vs index
Why this score
Sundaram Large Cap scores 32/100 — #29 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 8% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return8.68% · 8th percentile in category
5Y return8.34% · 20th percentile in category
Sharpe ratio0.16 · 13th percentile in category
Expense ratio0.83% · 87th percentile in category
Volatility12.77 · 83rd percentile in category
Alpha-0.48 · 11th percentile in category
Top holdings
1.ICICI Bank Ltd7.77%
2.Bharti Airtel Ltd6.22%
3.Axis Bank Ltd5.93%
4.HDFC Bank Ltd5.73%
5.State Bank of India5.36%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.