MF Gyan
large capHigh risk6 years oldCooling recently (last 6m ≈ 1% p.a.)

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

Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing. From Sundaram Mutual Fund. It's been running since 12 Oct 2020.

Latest price per unit
₹22.5406
▼ 0.11% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.00 L
▲ ₹211 gain · 0.2% / year
Invested 3 years ago
₹1.28 L
▲ ₹27.7k gain · 8.5% / year
Invested 5 years ago
₹1.49 L
▲ ₹48.5k gain · 8.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.88 L
Gain / loss+₹8.1k
XIRR (annualised)3.04%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.89 L
Projected gain*+₹8.7k
*at this fund's historical rate of 3.04% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 65 other funds in Equity Scheme - Large Cap Fund

Same plan
1-year return
0.21%median 0.39% (-0.18%)
Rank #33 of 66Beats 49% of peers
3-year return
8.49%median 11.25% (-2.76%)
Rank #41 of 66Beats 29% of peers
5-year return
8.24%median 8.80% (-0.56%)
Rank #29 of 66Beats 45% of peers
Bumpiness (3Y)
12.78%median 13.86% (-1.08%)
Rank #12 of 66Less risky than 83% of peers
Worst-ever drop
-16.17%median -36.68% (+20.51%)
Rank #58 of 66Less risky than 12% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 6 of last 7 years were positive.

+17%
2020
+30%
2021
+4%
2022
+22%
2023
+12%
2024
+6%
2025
-5%
2026
Best year
2021 · 29.66%
Worst year
2026 · -4.58%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
12.8%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-16.17%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH against other large cap funds.

Technical details (for the pros)
CAGR — 1 year0.21%
CAGR — 3 years8.49%
CAGR — 5 years8.24%
CAGR — since launch14.77%
Volatility — 1 year (annualised)12.69%
Volatility — 3 years (annualised)12.78%
Max drawdown — 1 year-13.59%
Max drawdown — 3 years-15.33%
Sharpe ratio — 1 year (rf=6%)-0.46
Sharpe ratio — 3 years (rf=6%)0.18

Fund info

Fund house
Sundaram Mutual Fund
Category
Equity Scheme - Large Cap Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF903JA1JC0
ISIN (Div re-invest)
—
Fund code
148507
First price on record
12 Oct 2020 · 1,454 daily prices

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

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH is a Equity Scheme - Large Cap Fund offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 6 years of NAV track record. The fund falls in the large cap category — Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.

The current NAV of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH is ₹22.5406 (as of 4 Sep 2026). Historically, it has delivered 0.21% over the last year, 8.49% CAGR over 3 years, 8.24% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 12.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 16.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH?+

The latest NAV of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH is ₹22.5406 as of 4 Sep 2026, down 0.11% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH?+

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH has delivered 1-year return 0.21%, 3-year CAGR 8.49%, 5-year CAGR 8.24%, since-inception CAGR 14.77%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH belong to?+

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH is categorised as Equity Scheme - Large Cap Fund. Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.

How risky is Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH?+

Based on its 3-year annualised volatility of 12.8%, Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH a direct plan?+

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH?+

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH has NAV history available from 12 Oct 2020 — approximately 6 years of track record and 1,454 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.