Axis Large Cap Fund vs Sundaram Focused Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Large Cap Fund is a Large Cap fund and Sundaram Focused Fund is a Focused fund. In the 3 years to 30-10-2026, Axis Large Cap Fund (Direct) returned 9.3% a year and Sundaram Focused Fund (Direct) returned 10.3% a year. Axis Large Cap Fund charges 0.92% a year and Sundaram Focused Fund 1.36% (Direct plans). Their portfolios overlap 35.4%: they hold 14 of the same securities.
Which is better, Axis Large Cap or Sundaram Focused? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Sundaram Focused returned more over 3 years: 10.3% a year against 9.3%.
- Sundaram Focused returned more over 1 year: −2.3% against −5.7%.
- Axis Large Cap costs less: 0.92% a year against 1.36% (Direct plans).
- Axis Large Cap swung less over 3 years: a standard deviation of 12.7% a year against 13.3%.
- Sundaram Focused fell less in its worst fall since 03-01-2022: −20.1% against −20.7%.
- Axis Large Cap holds more in large companies: 90.1% of the fund in large caps against 58.2%.
- Axis Large Cap is the larger fund: ₹29,231 Cr against ₹1,032 Cr.
- Their portfolios overlap 35.4%: 14 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Large Cap Fund | Sundaram Focused Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Sundaram Mutual Fund |
| Category | Large Cap | Focused |
| AUM | ₹29,231 Cr (30-09-2026) | ₹1,032 Cr (30-09-2026) |
| NAV | ₹67.60 (Direct) | ₹176.62 (Direct) |
| Expense ratio (Direct) | 0.92% | 1.36% |
| Expense ratio (Regular) | 1.76% | 2.34% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 100 TRI | Nifty 500 TRI |
| Launch date | 05-01-2010 | 02-01-2013 |
| Minimum investment | ₹100 | New Investor – Rs.300/- |
| Lock in | None | None |
| Fund managers | Shreyash Devalkar, Jayesh Sundar, Krishnaa N | Ashwin Jain, Shalav Saket |
| Exit load | Nil | Exit load of 0.25% if redeemed within 7 days. |
Axis Large Cap vs Sundaram Focused: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Large Cap Fund (Direct) | +1.93% | −3.58% | +1.53% | −5.71% | +9.35% | +5.24% | +12.31% |
| Sundaram Focused Fund (Direct) | −1.63% | −4.22% | +3.28% | −2.25% | +10.30% | -- | -- |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | +12.30% | -- | -- |
Category average: the average of the 35 Large Cap funds and the 28 Focused funds, same plan type.
Axis Large Cap vs Sundaram Focused: Year-wise Returns
| Year | Axis Large CapAxis Large Cap | Sundaram FocusedSundaram Focused |
|---|---|---|
| 2026to date | −5.57% | −2.95% |
| 2025 | +7.20% | +3.02% |
| 2024 | +14.76% | +18.46% |
| 2023 | +18.54% | +25.71% |
| 2022 | −4.62% | -- |
| 2021 | +22.11% | -- |
Axis Large Cap vs Sundaram Focused: Rolling Returns
Every holding period of both funds, against BSE 100 TRI, the benchmark of Axis Large Cap Fund
Rolling returns
Every 3-year holding period, 455 of them, one for each trading day from 03-01-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Large Cap Fund (Direct)
Sundaram Focused Fund (Direct)
BSE 100 TRI
to
Feb 2025Jun 2022
to
Jun 2025Oct 2022
to
Oct 2025Jan 2023
to
Jan 2026May 2023
to
May 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Large Cap | 0.0 | 0.0 | 28.6 | 63.1 | 8.4 | 0.0 | 0.0 | 11.7% | 11.8% | 6.3% | 17.5% | 11% |
| Sundaram Focused | 0.0 | 0.0 | 5.1 | 64.1 | 27.4 | 3.3 | 0.0 | 13.9% | 13.8% | 8.8% | 21.2% | 61% |
| BSE 100 TRI | 0.0 | 0.0 | 9.5 | 58.9 | 29.2 | 2.4 | 0.0 | 13.6% | 14.0% | 7.0% | 20.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 100 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 03-01-2022. Past returns do not promise future returns.
Axis Large Cap vs Sundaram Focused: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-01-2022 to 30-10-2026: 58 instalments, ₹5,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis Large CapAxis Large Cap Fund (Direct) | ₹5,80,000 | ₹6,72,198 | ₹92,198 | 6.1% |
| Sundaram FocusedSundaram Focused Fund (Direct) | ₹5,80,000 | ₹7,03,074 | ₹1,23,074 | 7.9% |
Axis Large CapAxis Large Cap Fund (Direct)
Sundaram FocusedSundaram Focused Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Large Cap vs Sundaram Focused: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Large Cap Fund (Direct) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.71% | −2.25% |
| Standard deviation | 13.62% | 13.31% |
| Sharpe ratio | -0.80 | -0.56 |
| Sortino ratio | -1.09 | -0.77 |
| Maximum drawdown | −14.0% (30-03-2026) | −13.7% (31-03-2026) |
| Beta | 0.97 | 0.86 |
| Alpha | +2.74% | +3.37% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Large Cap Fund (Direct) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.35% | +10.30% |
| Standard deviation | 12.71% | 13.26% |
| Sharpe ratio | 0.26 | 0.32 |
| Sortino ratio | 0.37 | 0.44 |
| Maximum drawdown | −15.5% (28-02-2025) | −17.2% (07-04-2025) |
| Beta | 0.92 | 0.88 |
| Alpha | +0.63% | +0.58% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Large Cap Fund (Direct) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.13% | +8.45% |
| Standard deviation | 14.49% | 13.79% |
| Sharpe ratio | 0.49 | 0.19 |
| Sortino ratio | 0.68 | 0.25 |
| Maximum drawdown | −30.1% (23-03-2020) | −20.1% (20-06-2022) |
| Beta | 0.88 | 0.93 |
| Alpha | +1.76% | −0.27% |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Large Cap Fund (Direct)
Sundaram Focused Fund (Direct)
BSE 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Large Cap Fund (Direct) | −20.7% | 17-01-2022 | 17-06-2022 | 15-09-2023 | 15 months | −7.6% |
| Sundaram Focused Fund (Direct) | −20.1% | 17-01-2022 | 20-06-2022 | 05-06-2023 | 11 months | −7.1% |
| BSE 100 TRI | −16.7% | 26-09-2024 | 28-02-2025 | 20-11-2025 | 9 months | −10.4% |
From daily values since 03-01-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Large Cap Fund (Direct)
Sundaram Focused Fund (Direct)
BSE 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Large Cap Fund (Direct)
Sundaram Focused Fund (Direct)
BSE 100 TRI
Against BSE 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Axis Large Cap Fund (Direct) | 90% | 97% | 3.67% |
| Sundaram Focused Fund (Direct) | 95% | 91% | 4.71% |
From month-end values since 03-01-2022. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Axis Large Cap vs Sundaram Focused: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Large Cap Fund, September 2026; Sundaram Focused Fund, September 2026
Holdings in common
- Overlap
- 35.4%
- Held by both
- 14
- Only in Axis Large Cap
- 34
- Only in Sundaram Focused
- 15
| Security | % of Axis Large Cap | % of Sundaram Focused |
|---|---|---|
| ICICI Bank Limited | 9.29% | 6.87% |
| Bharti Airtel Limited | 5.07% | 5.88% |
| HDFC Bank Limited | 8.25% | 3.93% |
| Apollo Hospitals Enterprise Limited | 2.91% | 3.56% |
| Kotak Mahindra Bank Limited | 2.74% | 5.33% |
| InterGlobe Aviation Limited | 2.64% | 3.20% |
| Axis Bank Limited | 3.23% | 2.05% |
| Cholamandalam Investment and Finance Company Ltd | 1.99% | 1.94% |
| TVS Motor Company Limited | 1.78% | 6.67% |
| Infosys Limited | 1.57% | 2.96% |
| State Bank of India | 1.52% | 3.96% |
| Tata Consumer Products Limited | 0.95% | 2.25% |
| HCL Technologies Limited | 0.93% | 1.21% |
| Avenue Supermarts Limited | 0.46% | 3.36% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 35.4% means 35.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Large Cap Fund
| Security | % of fund |
|---|---|
| Bajaj Finance Limited | 4.94% |
| Eternal Limited | 4.27% |
| Mahindra & Mahindra Limited | 3.85% |
| Larsen & Toubro Limited | 3.26% |
| Reliance Industries Limited | 3.25% |
Largest holdings only in Sundaram Focused Fund
| Security | % of fund |
|---|---|
| Happy Forgings Ltd | 7.36% |
| Craftsman Automation Ltd | 6.13% |
| Sedemac Mechatronics Ltd | 4.20% |
| City Union Bank Ltd | 3.38% |
| Triveni Turbine Ltd | 3.10% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Large Cap | Sundaram Focused |
|---|---|---|
| Equity | 94.1% | 95.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 5.9% | 4.4% |
Market cap of stocks
| Market cap | Axis Large Cap | Sundaram Focused |
|---|---|---|
| Large Cap | 90.1% | 58.2% |
| Mid Cap | 3.6% | 8.3% |
| Small Cap | 0.0% | 29.0% |
| Not on AMFI's list | 0.4% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Large Cap | Sundaram Focused |
|---|---|---|
| Banks | 25.0% | 27.6% |
| Auto Components | 1.5% | 10.3% |
| Finance | 8.8% | 2.8% |
| Pharmaceuticals & Biotechnology | 7.7% | 0.0% |
| Retailing | 5.4% | 7.7% |
| Industrial Products | 0.5% | 7.4% |
| Automobiles | 7.2% | 6.7% |
| Telecom - Services | 5.1% | 5.9% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Large Cap vs Sundaram Focused: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Large Cap Fund | Sundaram Focused Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.92% | 1.36% |
| Base expense ratio (Direct) | 0.64% | 1.07% |
| Total expense ratio (Regular) | 1.76% | 2.34% |
| Base expense ratio (Regular) | 1.35% | 1.92% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Large Cap with
Axis Large Cap Fund vs Sundaram Focused Fund: Frequently Asked Questions
What is the difference between Axis Large Cap Fund and Sundaram Focused Fund?
Axis Large Cap Fund is a Large Cap fund, Sundaram Focused Fund is a Focused fund, run by Axis Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 35.4%. Axis Large Cap Fund charges 0.92% a year and Sundaram Focused Fund 1.36%.
Which has given higher returns, Axis Large Cap Fund or Sundaram Focused Fund?
Over 1 year: Axis Large Cap Fund −5.71%, Sundaram Focused Fund −2.25%. Over 3 years: Axis Large Cap Fund +9.35% a year, Sundaram Focused Fund +10.30% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Large Cap Fund or Sundaram Focused Fund?
Axis Large Cap Fund charges less: 0.92% a year against 1.36%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Large Cap Fund and Sundaram Focused Fund overlap?
35.4%. They hold 14 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Axis Large Cap Fund or Sundaram Focused Fund?
On SEBI's riskometer, Axis Large Cap Fund is rated Very High and Sundaram Focused Fund Very High. Over 3 years, the standard deviation of daily returns was 12.71% and 13.26% a year.
Which is better for SIP, Axis Large Cap Fund or Sundaram Focused Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,82,830 in Axis Large Cap Fund (XIRR 2.2% a year) and ₹3,88,453 in Sundaram Focused Fund (XIRR 3.1% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Axis Large Cap Fund and Sundaram Focused Fund?
Yes. 35.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Axis Large Cap Fund and Sundaram Focused Fund?
Axis Large Cap Fund: Shreyash Devalkar, Jayesh Sundar, Krishnaa N. Sundaram Focused Fund: Ashwin Jain, Shalav Saket.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.