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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

—-0.17-0.84%

As of — · AMFI

NAV growth-5.7%
Oct ’25Oct ’26
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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

-5.9%

-1.3 vs cat

3Y CAGR

+5.6%

-3.7 vs cat

5Y CAGR

+5.6%

-2.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

12.9%

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 5.6% 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)

₹19.7129

Last 1Y

-5.70%

Oct 25Min ₹18.97 · Max ₹22.02 · 247 ptsOct 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-2.38%-2.85%6/ 42
1M-4.78%-5.31%10/ 42
3M-5.07%-5.16%18/ 42
6M+1.95%+4.00%32/ 40
YTD-9.57%-8.09%26/ 39
1Y-5.92%-4.57%23/ 39
2Y-4.47%-2.29%37/ 38
3Y+5.58%+9.28%35/ 35
5Y+5.55%+8.03%30/ 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.