Sundaram Large Cap Fund · Regular · Growth
NAV
₹21.0488
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹2,914 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.47%
- 3Y
- +7.58%
- 5Y
- +9.01%
- Since Inception
- +13.67%
SIP returns (XIRR)
- 1Y
- +1.68%
- 3Y
- +3.92%
- 5Y
- +7.42%
- Since Inception
- +8.61%
What history actually did — last 5 years (Aug 2021 – Jul 2026)
A ₹5,000 monthly SIP for the last 5 years (Aug 2021 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,52,102 today — ₹2,95,000 invested, 7.2% XIRR.
₹2,95,000
Invested
₹3,52,102
Value today
7.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 5 years (Aug 2021 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 5 years ago would be ₹1,52,384 today (8.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2021 would still hold ₹11,71,738.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹3,52,102 in this fund vs ₹3,68,742 in the benchmark — underperformance of ₹16,640.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 5 years (Aug 2021 – Jul 2026) (3 Jun 2024) would be ₹1,04,497 today (1.04×).
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-0.25
Sharpe Ratio
-0.04
Alpha
0.01
Beta
-0.25
Sortino
12.84%
Std Dev
-13.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Banks29.91%
- Retailing8.03%
- Automobiles7.16%
- IT - Software7.09%
- Auto Components5.94%
- Telecom - Services5.91%
- Petroleum Products4.77%
- Construction3.76%
- Agricultural Food & Other Products3.70%
- Leisure Services3.12%
- Insurance2.92%
- Transport Services2.54%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Ltd7.53%
- 2Axis Bank Ltd6.57%
- 3Hdfc Bank Ltd6.18%
- 4Bharti Airtel Ltd5.91%
- 5State Bank Of India5.42%
- 6Reliance Industries Ltd4.27%
- 7Larsen & Toubro Ltd3.76%
- 8Avenue Supermarts Ltd3.70%
- 9Craftsman Automation Ltd3.37%
- 10Infosys Ltd3.35%
Investment Objective
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. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
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 5 years. It manages assets worth ₹2,914 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations