Sundaram Large Cap Fund vs Taurus Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Sundaram Large Cap Fund and Taurus Large Cap Fund are both Large Cap funds. In the 3 years to 30-10-2026, Sundaram Large Cap Fund (Direct) returned 8.0% a year and Taurus Large Cap Fund (Direct) returned 14.2% a year. Sundaram Large Cap Fund charges 0.87% a year and Taurus Large Cap Fund 2.51% (Direct plans). Their portfolios overlap 36.5%: they hold 16 of the same securities.
Sundaram Large Cap Fund
Large Cap
- 3 year return
- 8.0%
- Expense ratio
- 0.87%
- NAV
- ₹21.82
Taurus Large Cap Fund
Large Cap
- 3 year return
- 14.2%
- Expense ratio
- 2.51%
- NAV
- ₹177.24
Which is better, Sundaram Large Cap or Taurus 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.
- Taurus Large Cap returned more over 5 years: 10.2% a year against 7.4%.
- Taurus Large Cap returned more over 3 years: 14.2% a year against 8.0%.
- Sundaram Large Cap costs less: 0.87% a year against 2.51% (Direct plans).
- Sundaram Large Cap swung less over 3 years: a standard deviation of 12.7% a year against 13.7%.
- Sundaram Large Cap fell less in its worst fall since 12-10-2020: −16.2% against −19.2%.
- Sundaram Large Cap is the larger fund: ₹2,866 Cr against ₹62 Cr.
- Their portfolios overlap 36.5%: 16 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 Large Cap Fund | Taurus Large Cap Fund |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Taurus Mutual Fund |
| Category | Large Cap | Large Cap |
| AUM | ₹2,866 Cr (30-09-2026) | ₹62 Cr (30-09-2026) |
| NAV | ₹21.82 (Direct) | ₹177.24 (Direct) |
| Expense ratio (Direct) | 0.87% | 2.51% |
| Expense ratio (Regular) | 2.08% | 2.73% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 100 TRI | BSE 100 TRI |
| Launch date | 01-08-2002 | 28-02-1995 |
| Minimum investment | For both Regular and Direct Plan Rs. 100/– | ₹500 |
| Lock in | None | None |
| Fund managers | Ashwin Jain, Shalav Saket | Anuj Kapil |
| Exit load | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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. | 1% if exited on or before 365 days. Nil, if exited after 365 days. |
Sundaram Large Cap vs Taurus 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 Large Cap Fund (Direct) | +0.74% | −4.59% | −0.32% | −6.10% | +7.98% | +7.37% | -- |
| Taurus Large Cap Fund (Direct) | +0.73% | +1.11% | +6.60% | +2.96% | +14.19% | +10.15% | +10.18% |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 35 Large Cap funds, same plan type.
Sundaram Large Cap vs Taurus Large Cap: Year-wise Returns
| Year | SundaramSundaram Large Cap | TaurusTaurus Large Cap |
|---|---|---|
| 2026to date | −7.28% | +3.02% |
| 2025 | +6.58% | +5.49% |
| 2024 | +12.46% | +18.17% |
| 2023 | +22.76% | +21.91% |
| 2022 | +5.50% | +6.77% |
| 2021 | +30.02% | +18.06% |
Sundaram Large Cap vs Taurus Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 100 TRI, the benchmark of Sundaram Large Cap Fund
Rolling returns
Every 3-year holding period, 750 of them, one for each trading day from 12-10-2023 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 Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 100 TRI
to
Jan 2024Jul 2021
to
Jul 2024Jan 2022
to
Jan 2025Jul 2022
to
Jul 2025Feb 2023
to
Feb 2026Aug 2023
to
Aug 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 Large Cap | 0.0 | 0.0 | 12.5 | 47.6 | 38.0 | 1.9 | 0.0 | 14.3% | 14.1% | 6.1% | 21.6% | 46% |
| Taurus Large Cap | 0.0 | 0.0 | 0.3 | 49.9 | 47.9 | 2.0 | 0.0 | 15.2% | 15.0% | 9.8% | 21.4% | 80% |
| Nifty 100 TRI | 0.0 | 0.0 | 6.4 | 49.6 | 44.0 | 0.0 | 0.0 | 14.3% | 14.5% | 7.1% | 20.0% | -- |
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 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 12-10-2020. Past returns do not promise future returns.
Sundaram Large Cap vs Taurus 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 12-10-2020 to 30-10-2026: 73 instalments, ₹7,30,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Sundaram Large CapSundaram Large Cap Fund (Direct) | ₹7,30,000 | ₹9,28,086 | ₹1,98,086 | 7.8% |
| Taurus Large CapTaurus Large Cap Fund (Direct) | ₹7,30,000 | ₹10,36,629 | ₹3,06,629 | 11.4% |
Sundaram Large CapSundaram Large Cap Fund (Direct)
Taurus Large CapTaurus 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 Large Cap vs Taurus Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Sundaram Large Cap Fund (Direct) | Taurus Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.10% | +2.96% |
| Standard deviation | 13.11% | 13.27% |
| Sharpe ratio | -0.86 | -0.17 |
| Sortino ratio | -1.17 | -0.24 |
| Maximum drawdown | −13.6% (31-03-2026) | −12.5% (31-03-2026) |
| Beta | 0.92 | 0.90 |
| Alpha | +1.47% | +10.38% |
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 Large Cap Fund (Direct) | Taurus Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.98% | +14.19% |
| Standard deviation | 12.72% | 13.75% |
| Sharpe ratio | 0.15 | 0.59 |
| Sortino ratio | 0.21 | 0.82 |
| Maximum drawdown | −15.3% (07-04-2025) | −17.6% (28-02-2025) |
| Beta | 0.91 | 0.97 |
| Alpha | −0.84% | +5.31% |
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 Large Cap Fund (Direct) | Taurus Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.37% | +10.15% |
| Standard deviation | 13.19% | 14.73% |
| Sharpe ratio | 0.12 | 0.30 |
| Sortino ratio | 0.16 | 0.40 |
| Maximum drawdown | −16.2% (17-06-2022) | −18.0% (20-06-2022) |
| Beta | 0.93 | 1.00 |
| Alpha | +0.25% | +2.36% |
From daily NAVs, 29-10-2021 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 Large Cap Fund (Direct) | Taurus Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.76% | +10.47% |
| Standard deviation | 13.39% | 15.86% |
| Sharpe ratio | 0.63 | 0.28 |
| Sortino ratio | 0.88 | 0.38 |
| Maximum drawdown | −16.2% (17-06-2022) | −35.1% (23-03-2020) |
| Beta | 0.93 | 0.97 |
| Alpha | +0.94% | −1.40% |
From daily NAVs, 12-10-2020 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 Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund (Direct) | −16.2% | 17-01-2022 | 17-06-2022 | 31-10-2022 | 4 months | −9.1% |
| Taurus Large Cap Fund (Direct) | −19.2% | 18-10-2021 | 20-06-2022 | 17-08-2022 | 58 days | −2.0% |
| Nifty 100 TRI | −17.2% | 26-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −10.1% |
From daily values since 12-10-2020, 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 Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 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.
Sundaram Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Large Cap Fund (Direct)
Taurus Large Cap Fund (Direct)
Nifty 100 TRI
Against Nifty 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Sundaram Large Cap Fund (Direct) | 93% | 87% | 2.89% |
| Taurus Large Cap Fund (Direct) | 103% | 100% | 6.16% |
From month-end values since 12-10-2020. 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 Large Cap vs Taurus Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Sundaram Large Cap Fund, September 2026; Taurus Large Cap Fund, September 2026
Holdings in common
- Overlap
- 36.5%
- Held by both
- 16
- Only in Sundaram Large Cap
- 24
- Only in Taurus Large Cap
- 23
| Security | % of Sundaram Large Cap | % of Taurus Large Cap |
|---|---|---|
| ICICI Bank Ltd | 7.73% | 5.70% |
| HDFC Bank Ltd | 4.76% | 6.88% |
| Bharti Airtel Ltd | 5.99% | 3.63% |
| State Bank of India | 5.41% | 3.06% |
| Reliance Industries Ltd | 2.43% | 3.29% |
| Infosys Ltd | 3.56% | 2.40% |
| TVS Motor Company Ltd | 3.99% | 2.17% |
| Mahindra & Mahindra Ltd | 2.79% | 2.08% |
| Kotak Mahindra Bank Ltd | 4.57% | 2.07% |
| Axis Bank Ltd | 6.40% | 2.01% |
| The Indian Hotels Company Ltd | 1.84% | 1.40% |
| HCL Technologies Ltd | 1.23% | 2.89% |
| Varun Beverages Ltd | 1.12% | 3.42% |
| Titan Company Ltd | 1.93% | 1.03% |
| Sun Pharmaceutical Industries Ltd | 2.98% | 0.90% |
| Maruti Suzuki India Ltd | 0.49% | 1.57% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 36.5% means 36.5% 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 Large Cap Fund
| Security | % of fund |
|---|---|
| Craftsman Automation Ltd | 3.96% |
| Larsen & Toubro Ltd | 3.64% |
| Avenue Supermarts Ltd | 3.43% |
| Sedemac Mechatronics Ltd | 3.32% |
| ICICI Lombard General Insurance Company Ltd | 3.03% |
Largest holdings only in Taurus Large Cap Fund
| Security | % of fund |
|---|---|
| Divi's Laboratories Ltd. | 8.72% |
| Sigma Advanced Systems Ltd. | 7.14% |
| ITC Ltd. | 6.50% |
| Advit Jewels Ltd. | 3.35% |
| Adani Power Ltd. | 3.22% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Sundaram Large Cap | Taurus Large Cap |
|---|---|---|
| Equity | 99.4% | 98.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.6% | 1.1% |
Market cap of stocks
| Market cap | Sundaram Large Cap | Taurus Large Cap |
|---|---|---|
| Large Cap | 80.6% | 81.0% |
| Mid Cap | 9.9% | 3.0% |
| Small Cap | 9.0% | 8.0% |
| Not on AMFI's list | 0.0% | 6.8% |
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 Large Cap | Taurus Large Cap |
|---|---|---|
| Other | 0.0% | 98.9% |
| Banks | 30.9% | 0.0% |
| Automobiles | 8.1% | 0.0% |
| Auto Components | 7.3% | 0.0% |
| Retailing | 6.3% | 0.0% |
| Telecom - Services | 6.0% | 0.0% |
| It - Software | 5.8% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Sundaram Large Cap vs Taurus Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Sundaram Large Cap Fund | Taurus Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.87% | 2.51% |
| Base expense ratio (Direct) | 0.64% | 1.88% |
| Total expense ratio (Regular) | 2.08% | 2.73% |
| Base expense ratio (Regular) | 1.69% | 2.08% |
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 Large Cap with
Sundaram Large Cap Fund vs Taurus Large Cap Fund: Frequently Asked Questions
What is the difference between Sundaram Large Cap Fund and Taurus Large Cap Fund?
Both are Large Cap funds, run by Sundaram Mutual Fund and Taurus Mutual Fund. Their portfolios overlap 36.5%. Sundaram Large Cap Fund charges 0.87% a year and Taurus Large Cap Fund 2.51%.
Which has given higher returns, Sundaram Large Cap Fund or Taurus Large Cap Fund?
Over 1 year: Sundaram Large Cap Fund −6.10%, Taurus Large Cap Fund +2.96%. Over 3 years: Sundaram Large Cap Fund +7.98% a year, Taurus Large Cap Fund +14.19% a year. Over 5 years: Sundaram Large Cap Fund +7.37% a year, Taurus Large Cap Fund +10.15% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Sundaram Large Cap Fund or Taurus Large Cap Fund?
Sundaram Large Cap Fund charges less: 0.87% a year against 2.51%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Sundaram Large Cap Fund and Taurus Large Cap Fund overlap?
36.5%. They hold 16 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Sundaram Large Cap Fund or Taurus Large Cap Fund?
On SEBI's riskometer, Sundaram Large Cap Fund is rated Very High and Taurus Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 12.72% and 13.75% a year.
Which is better for SIP, Sundaram Large Cap Fund or Taurus Large Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,12,176 in Sundaram Large Cap Fund (XIRR 6.0% a year) and ₹8,03,702 in Taurus Large Cap Fund (XIRR 10.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Sundaram Large Cap Fund and Taurus Large Cap Fund?
Yes. 36.5% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Sundaram Large Cap Fund and Taurus Large Cap Fund?
Sundaram Large Cap Fund: Ashwin Jain, Shalav Saket. Taurus Large Cap Fund: Anuj Kapil.
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.