Sundaram Large Cap Fund · Regular · Growth
NAV
₹21.6077
as of 13 Nov 2026
Expense Ratio
—
see scheme documents
AUM
₹3,033 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.03%
- 3Y
- +8.64%
- 5Y
- +6.93%
- Since Inception
- +13.47%
SIP returns (XIRR)
- 1Y
- +8.40%
- 3Y
- +4.18%
- 5Y
- +7.58%
- Since Inception
- +8.74%
What history actually did — last 6 years (Nov 2020 – Nov 2026)
A ₹5,000 monthly SIP for the last 6 years (Nov 2020 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹4,59,614 today — ₹3,60,000 invested, 8.2% XIRR.
₹3,60,000
Invested
₹4,59,614
Value today
8.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 6 years (Nov 2020 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 6 years ago would be ₹2,03,158 today (12.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2020 would still hold ₹15,71,967.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹4,59,614 in this fund vs ₹4,80,889 in the benchmark — underperformance of ₹21,275.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 6 years (Nov 2020 – Nov 2026) (4 Jun 2024) would be ₹1,14,218 today (1.14×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.31
Sharpe Ratio
-0.01
Alpha
0.90
Beta
-0.31
Sortino
12.11%
Std Dev
-13.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks30.88%
- Automobiles8.09%
- Auto Components7.29%
- Retailing6.31%
- Telecom - Services5.99%
- IT - Software5.78%
- Insurance5.00%
- Construction3.64%
- Leisure Services3.52%
- Pharmaceuticals & Biotechnology2.98%
- Petroleum Products2.97%
- Transport Services2.52%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Ltd7.73%
- 2Axis Bank Ltd6.40%
- 3Bharti Airtel Ltd5.99%
- 4State Bank Of India5.41%
- 5Hdfc Bank Ltd4.76%
- 6Kotak Mahindra Bank Ltd4.57%
- 7Tvs Motor Company Ltd3.99%
- 8Craftsman Automation Ltd3.96%
- 9Larsen & Toubro Ltd3.64%
- 10Infosys Ltd3.56%
What this fund does
Sundaram Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. As with any equity fund, its value can fall sharply in a market downturn.
About This Fund
Sundaram Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹3,033 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI.