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OmniAsset › Mutual funds › Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

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

Large Cap fund benchmarked to NIFTY 100 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.7299
CategoryLarge Cap
PlanRegular · Growth
Launched17 Sep 2020
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 100 TRI
Expense ratiodirect plan, a year2.06%
AUM₹2,621 Cr
Growth of ₹10,000₹13,9672 Sep 2021 to 2 Sep 2026
₹15,140₹13,538₹11,937₹10,336₹8,735Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,967 (+6.9% a year) Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Performance (trailing, annualised)

1Y annualised-0.52%
3Y annualised7.32%
5Y annualised6.91%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,206-1.22%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,71,6702.08%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,04,2836.34%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202127.48%
Calendar 20224.05%
Calendar 202321.15%
Calendar 202411.02%
Calendar 20255.24%

Rolling returns

Rolling 1Y · average253 windows since 18 Oct 202111.64%
Rolling 1Y · median7.53%
Rolling 1Y · worst window-7.14%
Rolling 1Y · best window55.89%
Rolling 1Y · windows positive83%
Rolling 3Y · average149 windows since 18 Oct 202313.05%
Rolling 3Y · median12.59%
Rolling 3Y · worst window6.99%
Rolling 3Y · best window19.35%
Rolling 3Y · windows positive100%
Rolling 5Y · average46 windows since 14 Oct 202511.32%
Rolling 5Y · median10.73%
Rolling 5Y · worst window7.36%
Rolling 5Y · best window16.89%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)12.79%
Downside deviation (3Y)9.19%
Maximum drawdown-16.02%

Management

Fund managerAshwin Jain, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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