OriginFunds
Sundaram Mutual Fund

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

Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★ISIN INF903JA1IZ3
NAV · 06-Jul-2026
20.8680
1M
+4.60%
6M
-5.72%
1Y (CAGR)
-3.08%
3Y (CAGR)
+8.19%
5Y (CAGR)
+9.21%
Since inception (CAGR)
+13.61%

NAV history

17.6419.4221.1904-07-202303-07-202620.76
 hover for values

Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.68%
Downside dev (3y)
9.70%
Max drawdown (3y)
-16.0%
Sharpe (3y)
0.13
SIP XIRR (3y)
+2.79%
SIP XIRR (5y)
+7.01%
Calendar-year returns
2021 +27.5%2022 +4.0%2023 +21.1%2024 +11.0%2025 +5.2%

Fund facts

Fund managerAshwin Jain · Shalav Saket
AUM₹30,007 Cr
Launch date17-Sep-2020
Plan typeOpen Ended · Equity
Min lumpsum100
Lock-inNone
Volatility13.66
AMCSundaram Asset Management Company Ltd

Objective · The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

scheme documents ↗