Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund)Direct Plan

Large CapEquityVery High risk Rank 33 of 35

NAV · Direct-Growth

₹21.71+0.20+0.94%

As of 6 Oct 2026 · AMFI

NAV growth-4.3%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Lags category

0 of 3 periods ahead

Cost

Average

0.72% vs 0.70% peers

Volatility

Below average

12.9% vs 14.8% cat (3Y)

Consistency

Strong

positive in 5 of 6 years

Trails its Large Cap category on 1Y, 3Y & 5Y — and has been steadier than peers.

1Y return

-4.3%

-0.5 vs cat

3Y CAGR

+6.9%

-2.5 vs cat

5Y CAGR

+7.3%

-1.1 vs cat

AUM

₹3.0K Cr

fund size

Expense

0.72%

direct plan

Volatility 3Y

12.9%

▼ vs 14.8%

Go deeper on Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund)Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund)Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund)Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan is a Large Cap scheme from Sundaram. The portfolio is ~97% in equities. Long-run track record: about 7.3% CAGR over 5 years. Volatility is below the equity average — drawdowns are usually shallower. Worst historical drawdown: -16% in Jun 2022, recovered in 5 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903JA1JC0

NAV (Direct-Growth)

₹21.7095

Last 1Y

-4.33%

Oct 25Min ₹20.55 · Max ₹23.78 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2022

-16.2%

Peak ₹15.90 on 17 Jan 2022 → trough ₹13.33 on 17 Jun 2022 (5 months down).

Recovered in 5 months· 31 Oct 2022

Apr 2025 — ongoing

-15.3%

Peak ₹24.01 on 26 Sept 2024 → trough ₹20.33 on 7 Apr 2025 (6 months down).

Not yet recovered

Mar 2023

-10.1%

Peak ₹16.58 on 1 Dec 2022 → trough ₹14.90 on 20 Mar 2023 (4 months down).

Recovered in 3 months· 14 Jun 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.72% — typical for category.
AUM size
₹3.0K Cr.
Sector concentration
Top 3 sectors = 59.9% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.41%	+0.40%	22/ 42
1M	-3.69%	-3.96%	11/ 42
3M	-4.26%	-4.42%	15/ 42
6M	+2.07%	+4.22%	33/ 40
YTD	-7.77%	-6.78%	23/ 39
1Y	-4.33%	-3.79%	18/ 39
2Y	-2.76%	-1.57%	30/ 38
3Y	+6.88%	+9.41%	33/ 35
5Y	+7.32%	+8.43%	24/ 32

Portfolio composition

Asset allocation

Equity96.93%
Cash3.07%

By market cap

Large cap80.02%
Mid cap11.67%
Small cap2.17%
Others6.14%

Concentration

Holdings

Avg market cap

₹2.89 L Cr

Top 10 stocks

52.15%

Top 5 stocks

32.78%

Top 3 sectors

59.91%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
HDFC Bank Ltd
—8.05%
1
HDFC Bank Ltd
—8.01%
2
ICICI Bank Ltd
—7.00%
2
ICICI Bank Ltd
—6.92%
3
Axis Bank Ltd
—6.19%
3
Bharti Airtel Ltd
—6.03%
4
Bharti Airtel Ltd
—6.02%
4
Axis Bank Ltd
—6.01%
5
State Bank of India
—5.64%
5
State Bank of India
—5.48%
6
Reliance Industries Ltd
—4.72%
6
Reliance Industries Ltd
—4.70%
7
Infosys Ltd
—4.44%
8
Sun Pharmaceuticals Industries Ltd
—4.03%
7
Infosys Ltd
—3.96%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio22.7723.35-0.58
P/B ratio3.223.26-0.04
Price / Sales3.083.00+0.08
Price / Cash Flow16.8816.39+0.49
Dividend yield1.24%1.31%-0.07
Return on equity (ROE)15.61%17.81%-2.20

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
10.4012.8212.7216.8814.7914.25
Sharpe ratio
Risk-adjusted return — higher is better.
-0.530.280.40-0.470.330.38
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.650.400.61-0.570.480.57
Beta
1 = moves with the market. <1 = less volatile.
0.850.880.901.001.000.99

Peers in Large Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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