Sundaram Focused Fund vs Sundaram Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Sundaram Focused Fund is a Focused fund and Sundaram Large Cap Fund is a Large Cap fund. In the 3 years to 30-10-2026, Sundaram Focused Fund (Direct) returned 10.3% a year and Sundaram Large Cap Fund (Direct) returned 8.0% a year. Sundaram Focused Fund charges 1.36% a year and Sundaram Large Cap Fund 0.87% (Direct plans). Their portfolios overlap 60.6%: they hold 21 of the same securities.
Sundaram Large Cap Fund
Large Cap
- 3 year return
- 8.0%
- Expense ratio
- 0.87%
- NAV
- ₹21.82
Which is better, Sundaram Focused or Sundaram Large Cap? 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 8.0%.
- Sundaram Focused returned more over 1 year: −2.3% against −6.1%.
- Sundaram Large Cap costs less: 0.87% a year against 1.36% (Direct plans).
- Sundaram Large Cap swung less over 3 years: a standard deviation of 12.7% a year against 13.3%.
- Sundaram Large Cap fell less in its worst fall since 03-01-2022: −16.2% against −20.1%.
- Sundaram Large Cap holds more in large companies: 80.6% of the fund in large caps against 58.2%.
- Sundaram Large Cap is the larger fund: ₹2,866 Cr against ₹1,032 Cr.
- Their portfolios overlap 60.6%: 21 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 | Sundaram Focused Fund | Sundaram Large Cap Fund |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Sundaram Mutual Fund |
| Category | Focused | Large Cap |
| AUM | ₹1,032 Cr (30-09-2026) | ₹2,866 Cr (30-09-2026) |
| NAV | ₹176.62 (Direct) | ₹21.82 (Direct) |
| Expense ratio (Direct) | 1.36% | 0.87% |
| Expense ratio (Regular) | 2.34% | 2.08% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 TRI | Nifty 100 TRI |
| Launch date | 02-01-2013 | 01-08-2002 |
| Minimum investment | New Investor – Rs.300/- | For both Regular and Direct Plan Rs. 100/– |
| Lock in | None | None |
| Fund managers | Ashwin Jain, Shalav Saket | Ashwin Jain, Shalav Saket |
| Exit load | Exit load of 0.25% if redeemed within 7 days. | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
Sundaram Focused vs Sundaram Large Cap: 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 |
|---|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Direct) | −1.63% | −4.22% | +3.28% | −2.25% | +10.30% | -- | -- |
| Sundaram Large Cap Fund (Direct) | +0.74% | −4.59% | −0.32% | −6.10% | +7.98% | +7.37% | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | +12.30% | -- | -- |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | -- |
Category average: the average of the 28 Focused funds and the 35 Large Cap funds, same plan type.
Sundaram Focused vs Sundaram Large Cap: Year-wise Returns
| Year | FocusedSundaram Focused | Large CapSundaram Large Cap |
|---|---|---|
| 2026to date | −2.95% | −7.28% |
| 2025 | +3.02% | +6.58% |
| 2024 | +18.46% | +12.46% |
| 2023 | +25.71% | +22.76% |
| 2022 | -- | +5.50% |
| 2021 | -- | +30.02% |
Sundaram Focused vs Sundaram Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Sundaram Focused Fund
Rolling returns
Every 3-year holding period, 449 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.
Sundaram Focused Fund (Direct)
Sundaram Large Cap Fund (Direct)
Nifty 500 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Focused | 0.0 | 0.0 | 5.1 | 64.1 | 27.4 | 3.3 | 0.0 | 13.9% | 13.8% | 8.8% | 21.2% | 4% |
| Sundaram Large Cap | 0.0 | 0.0 | 20.9 | 64.8 | 14.3 | 0.0 | 0.0 | 12.6% | 12.8% | 6.1% | 19.4% | 0% |
| Nifty 500 TRI | 0.0 | 0.0 | 4.2 | 39.9 | 49.4 | 6.5 | 0.0 | 15.2% | 15.4% | 8.8% | 22.3% | -- |
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 Nifty 500 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.
Sundaram Focused vs Sundaram Large Cap: 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 |
|---|---|---|---|---|
| Sundaram FocusedSundaram Focused Fund (Direct) | ₹5,80,000 | ₹7,03,074 | ₹1,23,074 | 7.9% |
| Sundaram Large CapSundaram Large Cap Fund (Direct) | ₹5,80,000 | ₹6,69,156 | ₹89,156 | 5.9% |
Sundaram FocusedSundaram Focused Fund (Direct)
Sundaram Large CapSundaram Large Cap 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.
Sundaram Focused vs Sundaram Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Sundaram Focused Fund (Direct) | Sundaram Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.25% | −6.10% |
| Standard deviation | 13.31% | 13.11% |
| Sharpe ratio | -0.56 | -0.86 |
| Sortino ratio | -0.77 | -1.17 |
| Maximum drawdown | −13.7% (31-03-2026) | −13.6% (31-03-2026) |
| Beta | 0.86 | 0.92 |
| Alpha | +3.37% | +1.47% |
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 | Sundaram Focused Fund (Direct) | Sundaram Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.30% | +7.98% |
| Standard deviation | 13.26% | 12.72% |
| Sharpe ratio | 0.32 | 0.15 |
| Sortino ratio | 0.44 | 0.21 |
| Maximum drawdown | −17.2% (07-04-2025) | −15.3% (07-04-2025) |
| Beta | 0.88 | 0.91 |
| Alpha | +0.58% | −0.84% |
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 | Sundaram Focused Fund (Direct) | Sundaram Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.45% | +13.76% |
| Standard deviation | 13.79% | 13.39% |
| Sharpe ratio | 0.19 | 0.63 |
| Sortino ratio | 0.25 | 0.88 |
| Maximum drawdown | −20.1% (20-06-2022) | −16.2% (17-06-2022) |
| Beta | 0.93 | 0.93 |
| Alpha | −0.27% | +0.94% |
From daily NAVs, 03-01-2022 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.
Sundaram Focused Fund (Direct)
Sundaram Large Cap Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Direct) | −20.1% | 17-01-2022 | 20-06-2022 | 05-06-2023 | 11 months | −7.1% |
| Sundaram Large Cap Fund (Direct) | −16.2% | 17-01-2022 | 17-06-2022 | 31-10-2022 | 4 months | −9.1% |
| Nifty 500 TRI | −18.6% | 26-09-2024 | 28-02-2025 | Not yet | -- | −8.8% |
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.
Sundaram Focused Fund (Direct)
Sundaram Large Cap Fund (Direct)
Nifty 500 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.
Sundaram Focused Fund (Direct)
Sundaram Large Cap Fund (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Sundaram Focused Fund (Direct) | 94% | 95% | 4.58% |
| Sundaram Large Cap Fund (Direct) | 85% | 85% | 4.08% |
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.
Sundaram Focused vs Sundaram Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Sundaram Focused Fund, September 2026; Sundaram Large Cap Fund, September 2026
Holdings in common
- Overlap
- 60.6%
- Held by both
- 21
- Only in Sundaram Focused
- 8
- Only in Sundaram Large Cap
- 19
| Security | % of Sundaram Focused | % of Sundaram Large Cap |
|---|---|---|
| ICICI Bank Ltd | 6.87% | 7.73% |
| Bharti Airtel Ltd | 5.88% | 5.99% |
| Kotak Mahindra Bank Ltd | 5.33% | 4.57% |
| TVS Motor Company Ltd | 6.67% | 3.99% |
| Craftsman Automation Ltd | 6.13% | 3.96% |
| State Bank of India | 3.96% | 5.41% |
| HDFC Bank Ltd | 3.93% | 4.76% |
| Avenue Supermarts Ltd | 3.36% | 3.43% |
| Sedemac Mechatronics Ltd | 4.20% | 3.32% |
| Infosys Ltd | 2.96% | 3.56% |
| Interglobe Aviation Ltd | 3.20% | 2.52% |
| Axis Bank Ltd | 2.05% | 6.40% |
| Bank of Baroda | 2.05% | 2.01% |
| SBI Life Insurance Company Ltd | 2.96% | 1.97% |
| Cholamandalam Investment and Finance Company Ltd | 1.94% | 2.37% |
| PI Industries Ltd | 2.07% | 1.63% |
| Swiggy Ltd | 1.92% | 1.39% |
| HCL Technologies Ltd | 1.21% | 1.23% |
| TATA Consumer Products Ltd | 2.25% | 1.06% |
| Jubilant Foodworks Ltd | 1.02% | 1.68% |
| Info Edge (India) Ltd | 2.39% | 1.00% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 60.6% means 60.6% 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 Sundaram Focused Fund
| Security | % of fund |
|---|---|
| Happy Forgings Ltd | 7.36% |
| Apollo Hospitals Enterprise Ltd | 3.56% |
| City Union Bank Ltd | 3.38% |
| Triveni Turbine Ltd | 3.10% |
| Go Digit General Insurance Ltd | 2.35% |
Largest holdings only in Sundaram Large Cap Fund
| Security | % of fund |
|---|---|
| Larsen & Toubro Ltd | 3.64% |
| ICICI Lombard General Insurance Company Ltd | 3.03% |
| Sun Pharmaceutical Industries Ltd | 2.98% |
| Mahindra & Mahindra Ltd | 2.79% |
| Reliance Industries Ltd | 2.43% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Sundaram Focused | Sundaram Large Cap |
|---|---|---|
| Equity | 95.6% | 99.4% |
| Debt | 0.0% | 0.0% |
| Cash and others | 4.4% | 0.6% |
Market cap of stocks
| Market cap | Sundaram Focused | Sundaram Large Cap |
|---|---|---|
| Large Cap | 58.2% | 80.6% |
| Mid Cap | 8.3% | 9.9% |
| Small Cap | 29.0% | 9.0% |
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 | Sundaram Focused | Sundaram Large Cap |
|---|---|---|
| Banks | 27.6% | 30.9% |
| Auto Components | 10.3% | 7.3% |
| Automobiles | 6.7% | 8.1% |
| Retailing | 7.7% | 6.3% |
| Industrial Products | 7.4% | 0.8% |
| Telecom - Services | 5.9% | 6.0% |
| It - Software | 4.2% | 5.8% |
The six largest sectors of each fund's stocks, % of the fund.
Sundaram Focused vs Sundaram Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Sundaram Focused Fund | Sundaram Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.36% | 0.87% |
| Base expense ratio (Direct) | 1.07% | 0.64% |
| Total expense ratio (Regular) | 2.34% | 2.08% |
| Base expense ratio (Regular) | 1.92% | 1.69% |
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 Sundaram Focused with
Sundaram Focused Fund vs Sundaram Large Cap Fund: Frequently Asked Questions
What is the difference between Sundaram Focused Fund and Sundaram Large Cap Fund?
Sundaram Focused Fund is a Focused fund, Sundaram Large Cap Fund is a Large Cap fund, run by Sundaram Mutual Fund. Their portfolios overlap 60.6%. Sundaram Focused Fund charges 1.36% a year and Sundaram Large Cap Fund 0.87%.
Which has given higher returns, Sundaram Focused Fund or Sundaram Large Cap Fund?
Over 1 year: Sundaram Focused Fund −2.25%, Sundaram Large Cap Fund −6.10%. Over 3 years: Sundaram Focused Fund +10.30% a year, Sundaram Large Cap Fund +7.98% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Sundaram Focused Fund or Sundaram Large Cap Fund?
Sundaram Large Cap Fund charges less: 0.87% a year against 1.36%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Sundaram Focused Fund and Sundaram Large Cap Fund overlap?
60.6%. They hold 21 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, KOTAKBANK. From each fund's latest monthly portfolio.
Which is riskier, Sundaram Focused Fund or Sundaram Large Cap Fund?
On SEBI's riskometer, Sundaram Focused Fund is rated Very High and Sundaram Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 13.26% and 12.72% a year.
Which is better for SIP, Sundaram Focused Fund or Sundaram Large Cap Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,88,453 in Sundaram Focused Fund (XIRR 3.1% a year) and ₹3,74,494 in Sundaram Large Cap Fund (XIRR 0.8% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Sundaram Focused Fund and Sundaram Large Cap Fund?
Yes. 60.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Sundaram Focused Fund and Sundaram Large Cap Fund?
Sundaram Focused Fund: Ashwin Jain, Shalav Saket. Sundaram Large Cap 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.