33
Large CapAvoid
Sundaram Large Cap
Sundaram · Direct–Growth · rank #28 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-3.7%
+3.7% vs index
3 Years
6.9%
+0.8% vs index
5 Years
7.6%
+0.8% vs index
Since launch
12.0%
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
-5.8%+4.2% vs index
Why this score
Sundaram Large Cap scores 33/100 — #28 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 return6.92% · 8th percentile in category
5Y return7.64% · 20th percentile in category
Sharpe ratio0.03 · 13th percentile in category
Expense ratio0.82% · 87th percentile in category
Volatility12.79 · 83rd percentile in category
Alpha-0.20 · 11th percentile in category
Top holdings
1.ICICI Bank Ltd7.98%
2.Axis Bank Ltd6.36%
3.Bharti Airtel Ltd5.79%
4.State Bank of India5.6%
5.HDFC Bank Ltd4.47%
40 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.