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Sundaram Mutual FundEquity Scheme - Large Cap FundRegularGrowth

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Regular Plan - GROWTH

Scheme code #148504 · Open Ended Schemes

₹20.7016
Latest NAV
04-09-2026
-0.11%
Day change
₹22.0249
52-week high
₹18.9734
52-week low
NAV history
Returns
1 month-3.01%
3 months4.16%
6 months0.04%
1 year (absolute)-1.03%
3 years (absolute)22.93%
5 years (absolute)38.90%
1Y CAGR-1.03%
3Y CAGR7.12%
5Y CAGR6.79%
Since inception CAGR13.13%
Risk metrics
Volatility (1Y, annualized σ)12.69%
Volatility (3Y, annualized σ)12.78%
Max drawdown (1Y)-13.85%
Max drawdown (3Y)-16.02%
Max drawdown (all time)-16.81%
Sharpe ratio (1Y, rf=6%)-0.56
Sharpe ratio (3Y, rf=6%)0.08
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Large Cap Fund
PlanRegular
OptionGrowth
ISIN (Growth)INF903JA1IZ3
ISIN (Div reinvest)—
AMC codeS
Scheme code148504
Earliest NAV date12-10-2020
Total NAV observations1,454
History last refreshed2026-09-06 10:55:02 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.