Sundaram Large Cap Fund
Performance
Scorecard
★★★☆☆3/5 vs 31 of 34 Large Cap Fund peers- Performance 60%
- Risk 15%
- Cost 10%
- Downside 15%
How this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. The stars weight the same ground 60/15/10/15 (performance/risk/cost/downside) across every fund in the peer group. Ranked within Large Cap Fund (same plan and option). 31 of the 34 Large Cap Funds in this cohort carry the full record the stars need, so they are the ones ranked against.
3Y CAGR +9.76% · ranks 28 of 34 Large Cap Funds
Volatility 12.8% vs 13.5% category avg
0.8% expense vs 1.2% category avg
100% of rolling 3Y windows were positive
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Low expense ratio (0.82%) vs the Large Cap Fund average of 1.16%
- Consistent — positive in 100% of rolling 3-year windows
Concerns
- 1-year return (+0.51%) trails the Large Cap Fund average (+1.48%)
- 3-year return (+9.76%) trails the Large Cap Fund average (+12.54%)
- 5-year return (+9.88%) trails the Large Cap Fund average (+11.11%)
- Weaker risk-adjusted returns — Sharpe 0.26 below the Large Cap Fund average of 0.35
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Risk (trailing 3Y)
DefinitionsBenchmark ratios (vs Nifty 100 · 36 monthly returns)
DefinitionsComputed vs the Nifty 100 price index — the closest match to this fund's mandate. Needs ~3 years of history; a low R² means the fund tracks the index loosely.
Fund vs category average (Large Cap Fund)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | +1.80% | +1.07% | +0.73% |
| 3M abs | +6.09% | +5.32% | +0.77% |
| 6M abs | -0.98% | -0.52% | -0.46% |
| 1Y CAGR | +0.51% | +1.48% | -0.97% |
| 3Y CAGR | +9.76% | +12.54% | -2.78% |
| 5Y CAGR | +9.88% | +11.11% | -1.23% |
Category average across peers in Large Cap Fund (up to 34 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Category rank
Vs 34 peers in Large Cap Fund
Rolling returns
Return for every possible 1Y holding period, not just today’s
59 overlapping 1Y windows, sampled monthly across the fund’s history.
Worst falls, and the wait to get back
How far this fund has dropped from a high, and how long it took to reclaim it.
- -16.2%17 Jan 2022 → 17 Jun 2022
Fell over 5 months, back to the old high on 31 Oct 2022 — 4 months under water after the low.
- -15.3%26 Sep 2024 → 07 Apr 2025
Still below that high — 6 months down, and no recovery yet.
- -10.1%01 Dec 2022 → 20 Mar 2023
Fell over 4 months, back to the old high on 14 Jun 2023 — 3 months under water after the low.
Measured on this fund’s own NAV history, peak to trough to the day it regained the peak. Falls shallower than 5% are left out. A recovery date is when the NAV got back, not when any particular investor did — that depends on when they bought.
Calendar-year returns
What the fund actually returned in each year, not the smoothed average.
| Year | Fund | Nifty 100 | Diff | |
|---|---|---|---|---|
| 2026part | -2.25% | -4.86% | +2.61% | |
| 2025 | +6.58% | +8.96% | -2.38% | |
| 2024 | +12.46% | +11.76% | +0.70% | |
| 2023 | +22.76% | +20.05% | +2.71% | |
| 2022 | +5.50% | +3.63% | +1.87% | |
| 2021 | +30.02% | +25.04% | +4.98% | |
| 2020part | +16.55% | — | — |
January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in; those years show no benchmark comparison.
Fund size over time
Quarterly average AUM · AMFIDown +9% from its peak of ₹3,215Cr in January - March 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
60 monthly installments of ₹10,000 into Sundaram Large Cap Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Sundaram in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Sundaram Short Duration Fund
CNBC TV18 · 3d ago
Horizon Industrial Parks Raises Rs1,167 Cr From 54 Anchor Investors
fintechbiznews.com · 6d ago
Sundaram Flexicap Fund
CNBC TV18 · 8d ago
Sundaram Medium Duration Fund - Dividend
CNBC TV18 · 8d ago
Sundaram Income Plus Arbitrage Active FoF - Direct Plan
CNBC TV18 · 25d ago
Sundaram Overnight Fund
CNBC TV18 · 25d ago
Sundaram Banking & PSU Fund
CNBC TV18 · 25d ago
Investor complaints against mutual funds fall by 35% in FY26
Cafemutual · 16 Jul 2026
Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Large Cap funds
Large cap funds invest mainly in India's 100 biggest listed companies. They tend to be steadier than mid- and small-cap funds, with more modest but more dependable growth.
Frequently asked questions
What is the NAV of Sundaram Large Cap Fund?
As of 20 Aug 2026, the NAV of Sundaram Large Cap Fund is ₹23.01 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Sundaram Large Cap Fund delivered?
Sundaram Large Cap Fund has returned +0.51% over 1 year, +9.76% per year over 3 years, +9.88% per year over 5 years and +15.29% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Sundaram Large Cap Fund?
Sundaram Large Cap Fund charges an expense ratio of 0.82% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Sundaram Large Cap Fund?
Its largest holdings are ICICI Bank Ltd (7.5%), Axis Bank Ltd (6.6%), HDFC Bank Ltd (6.2%), Bharti Airtel Ltd (5.9%) and State Bank of India (5.4%). Holdings are disclosed monthly and change over time.
How risky is Sundaram Large Cap Fund?
It is rated very high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 12.8% and its worst peak-to-trough fall in our sample was -16.2%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What does the Sharpe ratio of 0.26 mean?
The Sharpe ratio is return earned per unit of total risk, above a 6.5% risk-free rate. Sundaram Large Cap Fund's 0.26 means it has rewarded its volatility with excess return. Higher is better.
What is the benchmark of Sundaram Large Cap Fund?
Sundaram Large Cap Fund is benchmarked against the NIFTY 100 Total Return Index. Its alpha and beta on this page are measured against that index.
Who manages Sundaram Large Cap Fund?
Sundaram Large Cap Fund is managed by Sudhir Kedia at Sundaram.
How is Sundaram Large Cap Fund taxed?
Sundaram Large Cap Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.