Mutual Funds

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

Sundaram Mutual FundLarge CapVery High Risk
₹20.79+0.18 (+0.88%)

NAV as on 2026-07-17 · Equity · Large Cap

AUM

₹3,063 Cr

1Y Return

-2.4%

3Y CAGR

+7.6%

5Y CAGR

+8.8%

Expense

1.94%

Risk

Very High

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan
₹20.79+0.88%

1Y Return

-2.4%

3Y CAGR

+7.6%

5Y CAGR

+8.8%

Since Inception

+13.5%

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NAV History

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52-Week NAV Range

₹18.97
₹22.02

60% from 52W low

Fund Information

Large CapEquitySince 12-10-2020

Fund House

Sundaram Mutual Fund

Category

Equity - Large Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity95.5%
Cash4.5%

Market Cap Split

Large Cap79.0%
Mid Cap9.1%
Small Cap2.2%

Top Holdings

42 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

8.01%0.0%
2

ICICI Bank Ltd

Financial Services

6.92%0.0%
3

Axis Bank Ltd

Financial Services

6.19%0.0%
4

Bharti Airtel Ltd

Communication Services

6.02%0.0%
5

State Bank of India

Financial Services

5.64%0.0%
6

Reliance Industries Ltd

Energy

4.72%0.0%
7

Infosys Ltd

Technology

3.96%0.0%
8

Avenue Supermarts Ltd

Consumer Defensive

3.88%0.0%
9

TREPS (Cash)

3.66%0.0%
10

Larsen & Toubro Ltd

Industrials

3.64%0.0%

Sector Allocation

Weight1M Change
Financial Services
33.9%0%
Consumer Cyclical
18.1%+100%
Technology
8.0%0%
Consumer Defensive
7.5%0%
Communication Services
6.8%0%
Industrials
6.0%0%
Energy
5.2%0%
Basic Materials
4.4%0%
Healthcare
3.7%-64%
Utilities
2.6%0%

Fundamentals

P/E Ratio

23.00

Cat avg: 23.95

P/B Ratio

3.29

Cat avg: 3.37

Dividend Yield

1.18%

Cat avg: 1.24%

Price/Sale

3.16

Price/Cash Flow

16.72

Risk Metrics (3Y)

Sharpe Ratio

0.18

Cat avg: 0.33

Sortino Ratio

0.25

Cat avg: 0.48

Beta

0.88

Cat avg: 1.00

Std Deviation

12.81%

Cat avg: 14.79%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Sundaram Large Cap Reg Gr3,0631.94-2.4%+7.6%+8.8%
ICICI Prudential Large Cap Gr79,4211.13-1.1%+12.5%+13.1%
SBI Large Cap Reg Gr55,0641.43+1.2%+9.8%+10.8%
Nippon India Large Cap Gr53,2271.23-0.4%+12.5%+15.0%
HDFC Large Cap Gr39,0241.56-0.3%+10.7%+12.5%
Mirae Asset Large Cap Reg Gr38,3791.30-0.5%+9.2%+9.3%
Axis Large Cap Fund Gr30,9131.57-0.7%+8.6%+7.2%
Aditya BSL Large Cap Gr29,0291.35-2.1%+10.4%+10.8%
Canara Robeco Large Cap Reg Gr16,6921.44-2.4%+10.1%+9.9%
UTI Large cap Reg Gr11,9761.86-2.9%+8.0%+8.5%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹3,063 Cr
Expense Ratio1.94%
Volatility (3Y)12.8%
Sharpe Ratio0.18
Sortino Ratio0.25
Beta0.88
Min SIP₹500
Min Lumpsum₹5,000
Holdings40

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.