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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 202622.57
CategoryLarge Cap
PlanDirect · Growth
Launched17 Sep 2020
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 100 TRI
Expense ratiodirect plan, a year0.86%
AUM₹293 Cr
Growth of ₹10,000₹14,9392 Sep 2021 to 2 Sep 2026
₹15,802₹14,063₹12,325₹10,586₹8,848Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,939 (+8.4% a year) Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Performance (trailing, annualised)

1Y annualised0.73%
3Y annualised8.69%
5Y annualised8.36%

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 ₹1,20,0010.00%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,79,1713.40%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,29,7357.76%

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

Calendar years

Calendar 202130.02%
Calendar 20225.50%
Calendar 202322.76%
Calendar 202412.46%
Calendar 20256.58%

Rolling returns

Rolling 1Y · average253 windows since 18 Oct 202113.23%
Rolling 1Y · median8.99%
Rolling 1Y · worst window-5.96%
Rolling 1Y · best window58.98%
Rolling 1Y · windows positive88%
Rolling 3Y · average149 windows since 18 Oct 202314.61%
Rolling 3Y · median14.07%
Rolling 3Y · worst window8.36%
Rolling 3Y · best window21.27%
Rolling 3Y · windows positive100%
Rolling 5Y · average46 windows since 14 Oct 202512.90%
Rolling 5Y · median12.28%
Rolling 5Y · worst window8.81%
Rolling 5Y · best window18.62%
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)9.15%
Maximum drawdown-15.33%

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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