Sundaram Large Cap Fund · Regular · Growth
NAV
₹19.8795
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹3,048 Cr
Lumpsum returns (CAGR)
- 1Y
- -4.28%
- 3Y
- +5.44%
- 5Y
- +5.99%
- Since Inception
- +12.18%
SIP returns (XIRR)
- 1Y
- -7.89%
- 3Y
- -0.61%
- 5Y
- +4.58%
- Since Inception
- +6.27%
What history actually did — last 5 years (Oct 2021 – Sept 2026)
A ₹5,000 monthly SIP for the last 5 years (Oct 2021 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,28,843 today — ₹2,95,000 invested, 4.4% XIRR.
₹2,95,000
Invested
₹3,28,843
Value today
4.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 5 years (Oct 2021 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 5 years ago would be ₹1,33,757 today (6.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2021 would still hold ₹10,08,727.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹3,28,843 in this fund vs ₹3,39,279 in the benchmark — underperformance of ₹10,436.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 5 years (Oct 2021 – Sept 2026) (3 Jun 2024) would be ₹98,692 today (0.99×).
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
-0.07
Alpha
0.01
Beta
-0.26
Sortino
12.26%
Std Dev
-13.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks30.67%
- Automobiles8.24%
- Auto Components6.75%
- IT - Software6.50%
- Retailing6.29%
- Telecom - Services5.79%
- Insurance4.70%
- Construction3.68%
- Leisure Services3.46%
- Petroleum Products3.00%
- Pharmaceuticals & Biotechnology2.62%
- Finance2.55%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Ltd7.98%
- 2Axis Bank Ltd6.36%
- 3Bharti Airtel Ltd5.79%
- 4State Bank Of India5.60%
- 5Hdfc Bank Ltd4.47%
- 6Kotak Mahindra Bank Ltd4.31%
- 7Craftsman Automation Ltd4.00%
- 8Tvs Motor Company Ltd3.96%
- 9Infosys Ltd3.80%
- 10Larsen & Toubro Ltd3.68%
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. 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 ₹3,048 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI.