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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 202615.0273
CategoryLarge Cap
PlanRegular · Idcw
Launched17 Sep 2020
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 100 TRI
Expense ratiodirect plan, a year2.06%
AUM₹122 Cr
Growth of ₹10,000₹10,1252 Sep 2021 to 2 Sep 2026
₹12,845₹11,668₹10,492₹9,315₹8,139Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,125 (+0.2% a year) Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Performance (trailing, annualised)

1Y annualised-7.32%
3Y annualised0.64%
5Y annualised0.25%

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 ₹1,17,851-3.29%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,36,250-4.38%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,96,258-0.25%

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

Calendar years

Calendar 202123.08%
Calendar 2022-3.06%
Calendar 202316.01%
Calendar 20247.78%
Calendar 2025-8.76%

Rolling returns

Rolling 1Y · average253 windows since 18 Oct 20215.03%
Rolling 1Y · median1.02%
Rolling 1Y · worst window-16.32%
Rolling 1Y · best window50.53%
Rolling 1Y · windows positive53%
Rolling 3Y · average149 windows since 18 Oct 20236.76%
Rolling 3Y · median6.49%
Rolling 3Y · worst window0.34%
Rolling 3Y · best window13.56%
Rolling 3Y · windows positive100%
Rolling 5Y · average46 windows since 14 Oct 20254.48%
Rolling 5Y · median3.83%
Rolling 5Y · worst window0.67%
Rolling 5Y · best window11.17%
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)14.12%
Downside deviation (3Y)10.98%
Maximum drawdown-27.85%

Management

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

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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