Sundaram Mutual FundEquity Scheme - Large Cap FundRegularIDCW

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Scheme code #148506 · Open Ended Schemes

₹15.0067

Latest NAV

04-09-2026

-0.11%

Day change

₹16.8719

52-week high

₹13.754

52-week low

NAV history

Returns

1 month	-3.01%
3 months	4.16%
6 months	0.04%
1 year (absolute)	-7.79%
3 years (absolute)	1.37%
5 years (absolute)	0.69%
1Y CAGR	-7.80%
3Y CAGR	0.45%
5Y CAGR	0.14%
Since inception CAGR	7.12%

Risk metrics

Volatility (1Y, annualized σ)	14.91%
Volatility (3Y, annualized σ)	14.11%
Max drawdown (1Y)	-18.48%
Max drawdown (3Y)	-27.85%
Max drawdown (all time)	-27.85%
Sharpe ratio (1Y, rf=6%)	-0.96
Sharpe ratio (3Y, rf=6%)	-0.39

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Large Cap Fund
Plan	Regular
Option	IDCW
ISIN (Growth)	—
ISIN (Div reinvest)	INF903JA1JB2
AMC code	S
Scheme code	148506
Earliest NAV date	12-10-2020
Total NAV observations	1,454
History last refreshed	2026-09-06 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.