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Sundaram

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

Large CapEquity Rank 35 of 35

NAV · Regular-Growth

-0.08-0.39%

As of · AMFI

NAV growth-0.2%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 5 of 6 years

Trails its Large Cap category on 1Y, 3Y & 5Y.

1Y return

-0.2%

-2.0 vs cat

3Y CAGR

+8.3%

-4.0 vs cat

5Y CAGR

+8.1%

-2.7 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

12.6%

3Y std dev

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

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

In plain English

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan is a Large Cap scheme from Sundaram. Long-run track record: about 8.1% CAGR over 5 years. Worst historical drawdown: -17% 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 Regular · Growth · INF903JA1IZ3

NAV (Direct-Growth)

₹21.0782

Last 1Y

-0.16%

Aug 25Min ₹18.97 · Max ₹22.02 · 247 ptsAug 26

Drawdown stories

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

Jun 2022

-16.8%

Peak ₹15.54 on 18 Oct 2021 → trough ₹12.93 on 17 Jun 2022 (8 months down).

Recovered in 5 months· 15 Nov 2022

Mar 2026 — ongoing

-16.0%

Peak ₹22.59 on 26 Sept 2024 → trough ₹18.97 on 31 Mar 2026 (18 months down).

Not yet recovered

Mar 2023

-10.4%

Peak ₹15.98 on 1 Dec 2022 → trough ₹14.31 on 20 Mar 2023 (4 months down).

Recovered in 3 months· 28 Jun 2023

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

Performance

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

PeriodReturnsCategory avgRank
1W-0.94%-0.85%26/ 41
1M+1.38%+0.74%10/ 41
3M+5.71%+5.26%15/ 41
6M-2.92%-1.91%28/ 40
YTD-3.31%-2.11%27/ 39
1Y-0.16%+1.85%29/ 39
2Y-0.20%+1.86%35/ 37
3Y+8.28%+12.28%35/ 35
5Y+8.14%+10.81%31/ 32

Peers in Large Cap

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

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.