FundLens
32
Large CapAvoid

Sundaram Large Cap

Sundaram · Direct–Growth · rank #28 / 35 Smart Score ke hisaab se

Data updated

Sundaram Large Cap ka score 32/100 hai — 35 mein #28 Large Cap fund (Avoid). Mazbooti: expense ratio (category mein 87th percentile) aur utaar-chadhaav (category mein 83th percentile). Kamzori: 3 saal ka return (category mein 8th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)
1 saal
0.2%
+2.7% index ke muqable
3 saal
8.5%
+0.5% index ke muqable
5 saal
8.2%
+0.6% index ke muqable
Launch se
12.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
30.0%
2022
5.5%
2023
22.8%
2024
12.5%
2025
6.6%
2026
-4.2%

Risk metrics

Sharpe ratio
0.16
↑ jitna zyada, utna accha
Sortino ratio
0.22
↑ jitna zyada, utna accha
Std deviation
12.76
↓ jitna kam, utna accha
Alpha
-0.50
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.