← Sundaram Mutual Fund
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★★ISIN INF903JA1JC0
NAV · 06-Jul-2026
₹22.6767
1M
+4.70%
6M
-5.14%
1Y (CAGR)
-1.85%
3Y (CAGR)
+9.58%
5Y (CAGR)
+10.71%
Since inception (CAGR)
+15.27%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
12.68%
Downside dev (3y)
9.70%
Max drawdown (3y)
-15.3%
Sharpe (3y)
0.24
SIP XIRR (3y)
+4.12%
SIP XIRR (5y)
+8.44%
Calendar-year returns
2021 +30.0%2022 +5.5%2023 +22.8%2024 +12.5%2025 +6.6%
Fund facts
Fund managerAshwin Jain · Shalav Saket
AUM₹30,007 Cr
Expense ratio0.72% · 2026-05-31
Launch date17-Sep-2020
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗