Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Cost-efficient: expense ratio of 2.05% is lower than category median (2.29%).
- Over 24 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +9.79% | +10.11% | -0.32% |
| 3 Months | +1.70% | +2.34% | -0.64% |
| 6 Months | +7.10% | +7.43% | -0.33% |
| 1 Year | +0.41% | +1.45% | -1.04% |
| 3 Years CAGR | +8.69% | +11.11% | -2.42% |
| 5 Years CAGR | +7.20% | +8.67% | -1.47% |
| Since Inception | +13.53% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.73% | +0.43% | -1.16% |
| 2025 | +5.24% | +7.29% | -2.05% |
| 2024 | +11.02% | +14.09% | -3.07% |
| 2023 | +21.15% | +23.37% | -2.22% |
| 2022 | +4.05% | +1.44% | +2.61% |
| 2021 | +27.48% | +25.31% | +2.17% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -9.14% | +11.08% | +7.21% | +55.27% | 79.5% | 37.6% |
| 3-Year Rolling | +4.86% | +12.65% | +12.61% | +19.56% | 100.0% | 20.8% |
| 5-Year Rolling | +5.09% | +10.34% | +9.84% | +16.93% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2021-10-18 | 2022-06-17 | -16.8% | 8 months | 5 months |
| 2024-09-26 | 2026-03-31 | -16.0% | 18 months | Not yet recovered |
| 2022-12-01 | 2023-03-20 | -10.4% | 4 months | 3 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| equity & equity related securities of large cap stocks 80% 100%; Other equity 0% 20%; Investment in overseas securities / ADR’s / GDR’s 0% 20%; Fixed Income and Money Market Instruments Cash & Cash equivalents 0% 20%; units issued by ReITs / InvITs 0% 10%; | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 3,090 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Union Largecap Fund | 2.6 | +9.15% | 2.58% | 92.2% | Rs 452 cr | Compare → |
| BAJAJ FINSERV LARGE CAP FUND | 5.1 | - | 2.72% | 79.3% | Rs 1,712 cr | Compare → |
| LIC MF Large Cap Fund | 1.5 | +9.36% | 2.46% | 107.3% | Rs 1,414 cr | Compare → |
| Motilal Oswal Large Cap | 4.7 | - | 2.06% | 95.1% | Rs 3,189 cr | Compare → |
| UTI Large Cap Fund | 1.8 | +9.33% | - | 98.5% | Rs 12,484 cr | Compare → |
Frequently Asked Questions about Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund
What is the expense ratio of Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund has a total expense ratio (TER) of 2.05% with a base expense ratio of 1.67%, compared to the Large Cap category median of 2.29%.
Who manages Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund is managed by Ashwin Jain.
What are the historical returns of Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund delivered a 3-year CAGR of 8.69% and a 5-year CAGR of 7.2%. Its 1-year return stands at +0.41%.
How large is Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund manages assets of Rs 3,090 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund scored on MFIQ?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund holds an MFIQ Score of 4.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund?
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.00% with a maximum historical drawdown of -16.81%.