Equity · Equity Scheme - Large Cap Fund
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund
Open in live screener →Key metrics
Latest NAV
₹22.43
Day change
-0.48%
Volatility
13.6%
Sharpe
-0.49
Max drawdown
-16.2%
Expense ratio
0.62%
Category rank
24 / 35
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.98% | -3.22% | 4.24% | 0.41% | -0.21% | 7.98% | 8.13% | – | – |
Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.
NAV history
Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.
About this fund
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund is a large-cap equity fund offered by Sundaram Mutual Fund, classified under Equity as Equity Scheme - Large Cap Fund. Large-cap funds are generally among the less volatile equity categories, though still subject to market risk. Its latest NAV is ₹22.43.
Performance analysis
Over the trailing one year, Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund has recorded a return of about -0.2%, with a three-year return of 8.0% and a five-year return of 8.1%. Its annualised volatility is 13.6% — moderate fluctuations — and its Sharpe ratio is -0.49, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.62%, deducted daily from the NAV.
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.31 | 9.36 | -6.83 | 59.34 | 88% | 44% |
| 3Y | 14.60 | 14.18 | 7.98 | 21.65 | 100% | 82% |
| 5Y | 12.85 | 12.20 | 8.13 | 18.65 | 100% | 53% |
Each row takes every possible start date in the fund's history and computes the annualised return (CAGR) over that window. Avg/Median = the typical outcome; Min/Max = worst and best; % Pos = how often the window ended positive; % >12 = how often it beat 12% a year. Higher consistency means timing mattered less.
Frequently asked questions
What does Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund invest in?
It invests primarily in shares of large, established companies.
How is this fund classified?
It is a Equity Scheme - Large Cap Fund fund in the Equity group.
How often is the NAV updated?
Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.
What is its expense ratio?
0.62% (direct plan, base expense ratio), deducted daily from the NAV. Some platforms quote a higher all-in Total TER — verify with the AMC.
How is the rolling return calculated?
Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.
Is past performance a guarantee of future returns?
No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.
Compare with peers
Similar Equity Scheme - Large Cap Fund
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA LARGE CAP FUND Equity Scheme - Large Cap Fund | -0.50 | 4.78 | 4.54 | 7.93 | 13.45 | 10.04 | – | 0.87 |
| BARODA BNP PARIBAS LARGE CAP FUND Equity Scheme - Large Cap Fund | -1.56 | 4.49 | 2.44 | 3.22 | 12.15 | – | – | 0.69 |
| quant Large Cap Fund Equity Scheme - Large Cap Fund | -2.33 | 2.32 | 10.75 | 9.11 | 13.43 | – | – | 0.45 |
| WhiteOak Capital Large Cap Fund Equity Scheme - Large Cap Fund | -1.92 | 5.28 | 3.68 | 2.60 | 13.81 | – | – | 0.53 |
| Motilal Oswal Large Cap Fund Equity Scheme - Large Cap Fund | -1.63 | 4.90 | 3.29 | 0.10 | – | – | – | 0.68 |
| BAJAJ FINSERV LARGE CAP FUND Equity Scheme - Large Cap Fund | -2.78 | 4.76 | 1.44 | 3.72 | – | – | – | 0.52 |
| Samco Large Cap Fund Equity Scheme - Large Cap Fund | -2.47 | -3.20 | -0.22 | -5.91 | – | – | – | 0.71 |
| Parag Parikh Large Cap Fund Equity Scheme - Large Cap Fund | -3.07 | 2.68 | -0.16 | – | – | – | – | 0.14 |
More funds from Sundaram
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.50 | 1.80 | 3.24 | 6.74 | 7.28 | – | – | 0.20 |
| Sundaram ELSS Tax Saver Fund Equity Scheme - ELSS | -2.84 | 3.14 | -0.26 | -2.56 | 8.74 | – | – | 1.38 |
| Sundaram Short Term Fund Income/Debt Oriented Schemes - Short Term Fund | 0.35 | 2.05 | 3.02 | 5.95 | 7.53 | – | – | – |
| Sundaram Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -0.68 | 5.14 | 2.93 | 2.09 | 9.85 | – | – | 0.62 |
| Sundaram Liquid Fund Debt Scheme - Liquid Fund | 0.56 | 1.83 | 3.57 | 6.60 | 7.03 | – | – | 0.12 |
| Sundaram Multi Cap Fund Equity Scheme - Multi Cap Fund | -0.00 | 9.32 | 8.91 | 5.21 | 13.69 | – | – | 0.76 |
| Sundaram Equity Savings Fund Hybrid Scheme - Equity Savings | -0.10 | 3.38 | 2.63 | 3.26 | 9.40 | – | – | 0.65 |
| Sundaram Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -2.72 | 0.84 | -2.69 | -1.10 | 10.06 | – | – | 0.97 |
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.