Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★★

NAV · 06-Jul-2026

₹15.1274

+4.60%

-5.72%

1Y (CAGR)

-9.71%

3Y (CAGR)

+1.45%

5Y (CAGR)

+2.40%

Since inception (CAGR)

+7.40%

NAV history

hover for values

Q4 · 3Y in category

Volatility (3y)

14.01%

Downside dev (3y)

12.42%

Max drawdown (3y)

-27.9%

Sharpe (3y)

-0.36

SIP XIRR (3y)

-4.50%

SIP XIRR (5y)

-0.07%

Calendar-year returns

2021 +23.1%2022 -3.1%2023 +16.0%2024 +7.8%2025 -8.8%

AUM₹30,007 Cr

Launch date17-Sep-2020

Plan typeOpen Ended · Equity

Min lumpsum100

Lock-inNone

Volatility14.57

AMCSundaram Asset Management Company Ltd

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