← Sundaram Mutual Fund
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★★
NAV · 06-Jul-2026
₹16.4647
1M
+4.70%
6M
-5.14%
1Y (CAGR)
-8.51%
3Y (CAGR)
+2.77%
5Y (CAGR)
+3.85%
Since inception (CAGR)
+9.00%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
14.00%
Downside dev (3y)
12.41%
Max drawdown (3y)
-26.4%
Sharpe (3y)
-0.27
SIP XIRR (3y)
-3.23%
SIP XIRR (5y)
+1.31%
Calendar-year returns
2021 +25.5%2022 -1.7%2023 +17.7%2024 +9.2%2025 -7.5%
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
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.
scheme documents ↗