Sundaram Large Cap Fund
The scheme seek to generate capital appreciation by investing in large cap stocks.
Growthvine rating: 2/5 — ranked #30 of 42 in category.
Fund basics
| Category | Equity: Large Cap |
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| NAV | ₹19.57 (as of 2026-10-23) |
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| AUM | ₹2,866 Cr |
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| Expense ratio | 1.68% |
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| Riskometer | Very High |
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| Fund manager | Ashwin Jain |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 5.81% |
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| Sharpe ratio | 0.04 |
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| Standard deviation | 13.09% |
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| Max drawdown | −16.81% |
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| Alpha | -1.8 |
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| Beta | 0.87 |
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Over 5 years, captured 87.9% of NIFTY 100's upside and 90.3% of its downside.
Market cap allocation
| Large cap | 81.0% |
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| Mid cap | 9.9% |
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| Small cap | 9.0% |
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Concentration
| Top 5 holdings | 30.3% |
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| Top 10 holdings | 50.0% |
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| Total holdings | 40 |
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| Index overlap | 49.7% |
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| Active share | 50.3% |
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Top holdings
- ICICI Bank Ltd. — 7.7%
- AXIS Bank Ltd. — 6.4%
- Bharti Airtel Ltd. — 6.0%
- State Bank Of India — 5.4%
- HDFC Bank Ltd. — 4.8%
- Kotak Mahindra Bank Ltd. — 4.6%
- TVS Motor Company Ltd. — 4.0%
- Craftsman Automation Limited — 4.0%
- Larsen & Toubro Limited — 3.6%
- Infosys Ltd — 3.6%
Top sectors
- Banking & Financial — 30.9%
- Automobile — 15.4%
- Retail — 6.3%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −10.2% | Q2 | #17 of 39 |
| 2025 | 5.2% | Q4 (Bottom) | #28 of 36 |
| 2024 | 11.0% | Q4 (Bottom) | #30 of 32 |
| 2023 | 21.1% | Q4 (Bottom) | #26 of 32 |
| 2022 | 4.0% | Q2 | #8 of 28 |