Sundaram Mutual FundEquity Scheme - Large Cap FundDirectIDCW

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

Scheme code #148508 · Open Ended Schemes

₹16.3659

Latest NAV

04-09-2026

-0.11%

Day change

₹18.1959

52-week high

₹14.9211

52-week low

NAV history

Returns

1 month	-2.92%
3 months	4.48%
6 months	0.66%
1 year (absolute)	-6.58%
3 years (absolute)	5.38%
5 years (absolute)	7.88%
1Y CAGR	-6.58%
3Y CAGR	1.76%
5Y CAGR	1.53%
Since inception CAGR	8.70%

Risk metrics

Volatility (1Y, annualized σ)	14.87%
Volatility (3Y, annualized σ)	14.10%
Max drawdown (1Y)	-18.00%
Max drawdown (3Y)	-26.41%
Max drawdown (all time)	-26.41%
Sharpe ratio (1Y, rf=6%)	-0.87
Sharpe ratio (3Y, rf=6%)	-0.30

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Large Cap Fund
Plan	Direct
Option	IDCW
ISIN (Growth)	INF903JA1JD8
ISIN (Div reinvest)	—
AMC code	S
Scheme code	148508
Earliest NAV date	12-10-2020
Total NAV observations	1,454
History last refreshed	2026-09-06 10:55:03 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.