Sundaram Large Cap Fund
Direct · Growth ₹22.94
18 Aug 2026
NAV
14.7%
3Y CAGR
13.0%
5Y CAGR
13.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.53
Sharpe
-16.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.73%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.58 L | 13.0% | -21.0% | 59.7% |
| 3 Years | ₹36.00 L | ₹43.85 L | 13.8% | -0.2% | 25.9% |
| 5 Years | ₹60.00 L | ₹79.02 L | 10.4% | 6.0% | 13.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 13.0% | 14.4% | 14.1% | -1.4% |
| 3 Years | 13.8% | 11.1% | 14.3% | +2.6% |
| 5 Years | 10.4% | 10.4% | 14.0% | -0.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.4% | 9.5% | -6.8% | 59.3% | 0.54 | 1.93 | 88% | — | — |
| 3 Years | 14.7% | 14.3% | 8.3% | 21.6% | 2.80 | — | 100% | — | — |
| 5 Years | 13.0% | 12.4% | 9.6% | 18.6% | 2.53 | — | 100% | — | — |
-16.2%
Max Drawdown
5 mo
Drawdown Duration
5 mo
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.83
1Y
0.91
3Y
0.81
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.47 | 0.94 | 97.0% | 92.0% | 1.1% | -2.9% |
| 3 Years | +1.99 | 0.94 | 95.3% | 92.4% | 9.7% | 7.8% |
| 5 Years | +1.86 | 0.95 | 95.2% | 92.5% | 9.6% | 7.8% |
| 7 Years | +2.24 | 0.94 | 95.2% | 91.6% | 12.6% | 10.6% |
| 10 Years | +1.39 | 0.94 | 95.2% | 91.6% | 8.7% | 7.3% |
| 12 Years | +1.08 | 0.94 | 95.2% | 91.6% | 7.2% | 6.0% |
| 15 Years | +0.78 | 0.94 | 95.2% | 91.6% | 5.7% | 4.8% |
37
Total Holdings
50.4%
Top 10 Weight
20
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 7.77% |
| 2 | Bharti Airtel Ltd | 6.22% |
| 3 | Axis Bank Ltd | 5.93% |
| 4 | HDFC Bank Ltd | 5.73% |
| 5 | State Bank of India | 5.36% |
| 6 | Reliance Industries Ltd | 4.27% |
| 7 | Kotak Mahindra Bank Ltd | 3.95% |
| 8 | TVS Motor Company Ltd | 3.88% |
| 9 | Infosys Ltd | 3.74% |
| 10 | Larsen & Toubro Ltd | 3.53% |