• 1 Year Returns: -11.38%
• 3 Year Returns: 3.47%
• 5 Year Returns: 7.47%

• Private Banks | 24.74%
• IT Services & Consulting | 9.52%
• Oil & Gas - Refining & Marketing | 7.61%
• Telecom Services | 5.98%
• Construction & Engineering | 5.54%

• HDFC Bank Ltd | 9.35%
• ICICI Bank Ltd | 8.70%
• Bharti Airtel Ltd | 5.98%
• Infosys Ltd | 4.71%
• Reliance Industries Ltd | 4.48%

• Equity | 97.01%
• Cash & Equivalents | 2.96%
• Pref Shares | 0.03%

The alpha ratio for the Sundaram Large Cap Fund-Reg(IDCW) is 6.52

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Large Cap Fund-Reg(IDCW) is 11.29

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Large Cap Fund-Reg(IDCW) is -0.13

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Large Cap Fund-Reg(IDCW) is -0.01

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.