Aeterna Wealth
Large Cap · Regular plan · Growth

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

Sundaram Mutual Fund · benchmark Nifty 100 TRI · 6.1 years old · AMFI code 148504

C
Track-record rating: 27 of 30 in Large Cap

C (bottom 30%), score 18.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.2%2.8%+1.4%13 / 33
1 year-2.0%-2.0%-0.0%16 / 32
3 years (a year)8.1%11.1%-2.9%26 / 30
5 years (a year)6.7%8.2%-1.5%19 / 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-16.7%
Up capture, 3Y83
Down capture, 3Y91
Information ratio, 3Y-1.04
Jensen's alpha, 3Y-2.5%
Beta, 3Y0.90
Sharpe, 3Y0.09

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) (Regular plan)?

₹21.02 on 5 Nov 2026 (Growth option).

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

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

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

8.1% a year (Regular 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: 27 of 30 Regular 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.