Aeterna Wealth
Large Cap · Direct plan · Growth

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) (Direct)

Sundaram Mutual Fund · benchmark Nifty 100 TRI · 6.1 years old · AMFI code 148507

C
Track-record rating: 26 of 30 in Large Cap

C (bottom 30%), score 23.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.9%2.8%+2.0%13 / 34
1 year-0.8%-2.0%+1.2%15 / 32
3 years (a year)9.5%11.1%-1.6%24 / 30
5 years (a year)8.1%8.2%-0.1%15 / 27

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y12.5%
Max fall, 5Y-16.2%
Up capture, 3Y86
Down capture, 3Y87
Information ratio, 3Y-0.58
Jensen's alpha, 3Y-1.1%
Beta, 3Y0.90
Sharpe, 3Y0.20

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) (Direct plan)?

₹22.93 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) (Direct)?

0.87% a year; the Regular plan's is 2.05%.

What return has Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) given over 3 years?

9.5% a year (Direct plan) over the 3 years to 5 Nov 2026, against 11.1% for the Nifty 100 total-return index.

How is Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) rated?

C: 26 of 30 Direct plans in Large Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.