Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.33% | -2.38% | -3.77% | -3.91% | -6.99% | 6.93% | 6.76% | – | – |
NAV history
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 ₹21.56.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund has recorded a return of about -7.0%, with a three-year return of 6.9% and a five-year return of 6.8%. Its annualised volatility is 13.6% — moderate fluctuations — and its Sharpe ratio is -0.99, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.62%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 12.88 | 8.90 | -6.99 | 59.34 | 85% | 43% |
| 3Y | 14.29 | 14.07 | 6.12 | 21.65 | 100% | 79% |
| 5Y | 12.17 | 11.74 | 6.49 | 18.65 | 100% | 47% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA LARGE CAP FUND Equity Scheme - Large Cap Fund | -4.74 | -4.90 | -4.15 | -2.43 | 10.94 | 8.02 | – | 0.87 |
| BARODA BNP PARIBAS LARGE CAP FUND Equity Scheme - Large Cap Fund | -3.87 | -4.14 | -4.08 | -5.64 | 10.13 | – | – | 0.69 |
| quant Large Cap Fund Equity Scheme - Large Cap Fund | -4.46 | -6.33 | -0.30 | -2.31 | 12.41 | – | – | 0.45 |
| WhiteOak Capital Large Cap Fund Equity Scheme - Large Cap Fund | -3.87 | -5.31 | -3.51 | -7.09 | 11.90 | – | – | 0.53 |
| Motilal Oswal Large Cap Fund Equity Scheme - Large Cap Fund | -3.00 | -3.89 | -3.32 | -7.50 | – | – | – | 0.68 |
| BAJAJ FINSERV LARGE CAP FUND Equity Scheme - Large Cap Fund | -3.36 | -4.62 | -4.03 | -5.50 | – | – | – | 0.52 |
| Samco Large Cap Fund Equity Scheme - Large Cap Fund | -3.15 | -6.61 | -10.11 | -11.86 | – | – | – | 0.71 |
| Parag Parikh Large Cap Fund Equity Scheme - Large Cap Fund | -3.31 | -5.37 | -5.85 | – | – | – | – | 0.14 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.45 | 3.22 | 6.77 | 7.20 | – | – | 0.20 |
| Sundaram ELSS Tax Saver Fund Equity Scheme - ELSS | -4.18 | -5.67 | -8.04 | -10.90 | 7.02 | – | – | 1.38 |
| Sundaram Short Term Fund Debt Scheme - Short Duration Fund | -0.23 | 0.53 | 2.24 | 4.59 | 7.30 | – | – | – |
| Sundaram Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -5.23 | -4.62 | -4.76 | -7.94 | 7.56 | – | – | 0.62 |
| Sundaram Liquid Fund Debt Scheme - Liquid Fund | 0.41 | 1.49 | 3.21 | 6.51 | 6.95 | – | – | 0.12 |
| Sundaram Multi Cap Fund Equity Scheme - Multi Cap Fund | -7.44 | -5.36 | -2.25 | -7.02 | 10.68 | – | – | 0.76 |
| Sundaram Equity Savings Fund Hybrid Scheme - Equity Savings Fund | -2.64 | -2.04 | -1.53 | -2.45 | 8.07 | – | – | 0.65 |
| Sundaram Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -2.86 | -5.10 | -7.12 | -9.06 | 8.41 | – | – | 0.97 |