EquityLarge Cap FundDirect · Growth
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth
Sundaram · Scheme 148507
₹23.22▼ 0.54%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
9.9%
Risk level
High
Min SIP
—
Benchmark
Nifty 100 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.90% |
| 3 Months | +6.18% |
| 6 Months | -0.42% |
| 1 Year | +3.08% |
| 3 Years (CAGR) | +9.86% |
| 5 Years (CAGR) | +10.26% |
| 10 Years (CAGR) | — |
| Since Launch | +15.59% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns32
Consistency72
Risk-adjusted44
Downside protection71
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 3.0%
- ✓ Volatility: 14% annualised
- ✓ Max drawdown: -16%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -2.5% vs category avg
- • 5Y CAGR vs category: -0.9% vs category avg
- • Beat category: beat category in 47% of windows
- • Sharpe ratio: 0.68
Risk metrics
Sharpe ratio
0.68
Sortino ratio
0.91
Volatility
13.66%
Max drawdown
-16.17%
Downside capture
92.90%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.