Sundaram Large Cap Fund · Regular · Growth
NAV
₹20.6358
as of 15 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹3,215 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.95%
- 3Y
- +7.48%
- 5Y
- +8.56%
- Since Inception
- +13.34%
SIP returns (XIRR)
- 1Y
- -2.40%
- 3Y
- +2.54%
- 5Y
- +6.65%
- Since Inception
- +7.97%
What history actually did — last 5 years (Jul 2021 – Jul 2026)
A ₹5,000 monthly SIP for the last 5 years (Jul 2021 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,51,617 today — ₹3,00,000 invested, 6.5% XIRR.
₹3,00,000
Invested
₹3,51,617
Value today
6.5%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 5 years (Jul 2021 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 5 years ago would be ₹1,50,774 today (8.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2021 would still hold ₹11,56,123.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹3,51,617 in this fund vs ₹3,70,541 in the benchmark — underperformance of ₹18,924.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 5 years (Jul 2021 – Jul 2026) (3 Jun 2024) would be ₹1,02,161 today (1.02×).
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-0.33
Sharpe Ratio
-0.06
Alpha
0.01
Beta
-0.33
Sortino
12.99%
Std Dev
-13.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks28.73%
- IT - Software8.05%
- Retailing7.69%
- Automobiles7.16%
- Telecom - Services5.95%
- Auto Components5.25%
- Petroleum Products4.96%
- Pharmaceuticals & Biotechnology3.91%
- Agricultural Food & Other Products3.84%
- Construction3.77%
- Insurance3.09%
- Leisure Services3.08%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Ltd7.02%
- 2Axis Bank Ltd6.41%
- 3Bharti Airtel Ltd5.95%
- 4Hdfc Bank Ltd5.89%
- 5State Bank Of India5.19%
- 6Reliance Industries Ltd4.45%
- 7Infosys Ltd3.97%
- 8Larsen & Toubro Ltd3.77%
- 9Avenue Supermarts Ltd3.50%
- 10Craftsman Automation Ltd3.30%
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 ₹3,215 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