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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 202616.3872
CategoryLarge Cap
PlanDirect · Idcw
Launched17 Sep 2020
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 100 TRI
Expense ratiodirect plan, a year0.86%
Growth of ₹10,000₹10,8482 Sep 2021 to 2 Sep 2026
₹13,421₹12,126₹10,832₹9,538₹8,244Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,848 (+1.6% a year) Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Performance (trailing, annualised)

1Y annualised-6.10%
3Y annualised1.95%
5Y annualised1.64%

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 ₹1,18,640-2.09%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,42,931-3.13%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,17,2931.12%

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

Calendar years

Calendar 202125.52%
Calendar 2022-1.70%
Calendar 202317.67%
Calendar 20249.18%
Calendar 2025-7.54%

Rolling returns

Rolling 1Y · average253 windows since 18 Oct 20216.56%
Rolling 1Y · median2.66%
Rolling 1Y · worst window-15.20%
Rolling 1Y · best window53.51%
Rolling 1Y · windows positive56%
Rolling 3Y · average149 windows since 18 Oct 20238.27%
Rolling 3Y · median7.97%
Rolling 3Y · worst window1.64%
Rolling 3Y · best window15.43%
Rolling 3Y · windows positive100%
Rolling 5Y · average46 windows since 14 Oct 20256.01%
Rolling 5Y · median5.32%
Rolling 5Y · worst window2.07%
Rolling 5Y · best window12.83%
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)14.13%
Downside deviation (3Y)10.94%
Maximum drawdown-26.41%

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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