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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth

Sundaram · Scheme 148507

22.94 0.39%NAV · 2026-09-18
57
Decent FundScore
Start SIP
AUM
₹3,099 cr
Expense ratio
0.82%
3Y CAGR
9.7%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: S KrishnakumarExit load: For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Decent · 57/100

A solid option with a few areas worth a closer look.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Protects capital well — worst-ever fall was only 16%.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.0%
  • Volatility: 14% annualised

📉 What could drag it down

  • 3Y CAGR vs category: -2.7% vs category avg
  • 5Y CAGR vs category: -1.3% vs category avg

FundScore breakdown

57/100 · Decent
How it works →
30
Returns
Weak
74
Consistency
Strong
44
Risk-adjusted
Weak
71
Downside protection
Strong
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.