Sundaram Mutual FundLarge CapDirect plan, growth

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

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NAV: ₹22.15; —11 Sept 2026
AUM (₹ Cr): 3,048; Average, April - June 2026
Expense ratio: 0.87%; Regular 2.08%
Risk: —; SEBI riskometer

1Y return: -2.3%-1.3%; Category -1.1%
3Y CAGR: 7.0%-2.8%; Category 9.8%
5Y CAGR: 7.9%-1.4%; Category 9.2%

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Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-4.2%	+1.1%	+4.5%	-5.9%	-2.3%	+7.0%	+7.9%	—	+14.4%
Benchmark	—	—	—	—	—	—	—	—	—
Large Cap average	-3.2%	2.1%	6.1%	-4.4%	-1.1%	9.8%	9.2%	11.9%	11.0%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Equity · Large Cap
Benchmark: —
Launch date: 12 Oct 2020 (5.9 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Ashwin Jain
Minimum SIP: ₹100
Minimum lumpsum: ₹100 (then ₹100)
Exit load: 1.00%
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903JA1JC0
ISIN, Regular Growth: INF903JA1IZ3
Scheme code: 148507, 148504

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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