Previously Known As : Formerly Known As Sundaram Bluechip Fund
Sundaram Large Cap Fund Datagrid
Category Large Cap Fund
BMSMONEY Rank 26
Rating
Growth Option 27-01-2026
NAV ₹21.22(R) +0.81% ₹22.93(D) +0.83%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.93% 12.48% 12.87% -% -%
Direct 9.31% 13.94% 14.5% -% -%
Nifty 100 TRI 11.5% 14.71% 14.06% 14.42% 14.43%
SIP (XIRR) Regular 3.58% 7.92% 9.97% -% -%
Direct 4.92% 9.35% 11.47% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.56 0.27 0.5 -1.13% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.93% -14.07% -14.29% 0.89 7.89%
Fund AUM As on: 30/12/2025 3364 Cr
Top Large Cap Fund
Fund Name Rank Rating
Icici Prudential Bluechip Fund 1
Nippon India Large Cap Fund 2
Dsp Top 100 Equity Fund 3
Whiteoak Capital Large Cap Fund 4
Bandhan Large Cap Fund 5
Aditya Birla Sun Life Frontline Equity Fund 6
Kotak Bluechip Fund 7

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 15.38
0.1200
0.8100%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 15.38
0.1200
0.8100%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 16.65
0.1400
0.8300%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 16.65
0.1400
0.8300%
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth 21.22
0.1700
0.8100%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth 22.93
0.1900
0.8300%

Review Date: 27-01-2026

Beginning of Analysis

Sundaram Large Cap Fund is the 25th ranked fund in the Large Cap Fund category. The category has total 29 funds. The Sundaram Large Cap Fund has shown a very poor past performence in Large Cap Fund. The fund has a Jensen Alpha of -1.13% which is lower than the category average of 1.08%, showing poor performance. The fund has a Sharpe Ratio of 0.56 which is lower than the category average of 0.75.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Sundaram Large Cap Fund Return Analysis

The Sundaram Large Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large Cap Fund peers and the Nifty 100 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -1.61%, -1.59 and 1.91 in last one, three and six months respectively. In the same period the category average return was -3.05%, -3.38% and 1.3% respectively.
  • Sundaram Large Cap Fund has given a return of 9.31% in last one year. In the same period the Nifty 100 TRI return was 11.5%. The fund has given 2.19% less return than the benchmark return.
  • The fund has given a return of 13.94% in last three years and rank 26th out of 30 funds in the category. In the same period the Nifty 100 TRI return was 14.71%. The fund has given 0.77% less return than the benchmark return.
  • Sundaram Large Cap Fund has given a return of 14.5% in last five years and category average returns is 14.68% in same period. The fund ranked 15th out of 26 funds in the category. In the same period the Nifty 100 TRI return was 14.06%. The fund has given 0.44% more return than the benchmark return.
  • The fund has given a SIP return of 4.92% in last one year whereas category average SIP return is 4.45%. The fund one year return rank in the category is 15th in 31 funds
  • The fund has SIP return of 9.35% in last three years and ranks 23rd in 30 funds. Whiteoak Capital Large Cap Fund has given the highest SIP return (14.73%) in the category in last three years.
  • The fund has SIP return of 11.47% in last five years whereas category average SIP return is 12.56%.

Sundaram Large Cap Fund Risk Analysis

  • The fund has a standard deviation of 10.93 and semi deviation of 7.89. The category average standard deviation is 11.92 and semi deviation is 8.66.
  • The fund has a Value at Risk (VaR) of -14.07 and a maximum drawdown of -14.29. The category average VaR is -14.67 and the maximum drawdown is -16.06. The fund has a beta of 0.89 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large Cap Fund Category
  • Good Performance in Large Cap Fund Category
  • Poor Performance in Large Cap Fund Category
  • Very Poor Performance in Large Cap Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.71 -2.88
    -3.13
    		-4.95 | -1.39 2 | 31 Very Good
    3M Return % -1.90 -3.13
    -3.65
    		-7.35 | -1.36 4 | 31 Very Good
    6M Return % 1.26 2.07
    0.74
    		-2.38 | 3.76 11 | 31 Good
    1Y Return % 7.93 11.50
    9.39
    		3.89 | 13.29 24 | 31 Average
    3Y Return % 12.48 14.71
    14.96
    		11.06 | 18.66 28 | 30 Poor
    5Y Return % 12.87 14.06
    13.47
    		9.70 | 19.00 17 | 26 Average
    1Y SIP Return % 3.58
    3.29
    		-2.33 | 9.42 16 | 31 Good
    3Y SIP Return % 7.92
    9.66
    		6.55 | 12.79 25 | 30 Poor
    5Y SIP Return % 9.97
    11.36
    		8.44 | 15.52 20 | 26 Average
    Standard Deviation 10.93
    11.92
    		10.82 | 14.92 2 | 30 Very Good
    Semi Deviation 7.89
    8.66
    		7.45 | 10.73 2 | 30 Very Good
    Max Drawdown % -14.29
    -16.06
    		-20.67 | -12.09 4 | 30 Very Good
    VaR 1 Y % -14.07
    -14.67
    		-20.16 | -10.40 13 | 30 Good
    Average Drawdown % -5.05
    -5.43
    		-7.23 | -3.88 14 | 30 Good
    Sharpe Ratio 0.56
    0.75
    		0.49 | 1.14 27 | 30 Poor
    Sterling Ratio 0.50
    0.58
    		0.44 | 0.82 24 | 30 Average
    Sortino Ratio 0.27
    0.37
    		0.24 | 0.61 27 | 30 Poor
    Jensen Alpha % -1.13
    1.09
    		-2.54 | 5.88 27 | 30 Poor
    Treynor Ratio 0.07
    0.09
    		0.06 | 0.14 28 | 30 Poor
    Modigliani Square Measure % 13.37
    15.40
    		11.80 | 20.57 24 | 30 Average
    Alpha % -2.07
    0.36
    		-3.78 | 4.52 26 | 30 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.61 -2.88 -3.05 -4.84 | -1.26 2 | 31 Very Good
    3M Return % -1.59 -3.13 -3.38 -7.01 | -0.97 4 | 31 Very Good
    6M Return % 1.91 2.07 1.30 -1.66 | 4.60 10 | 31 Good
    1Y Return % 9.31 11.50 10.61 5.48 | 14.98 23 | 31 Average
    3Y Return % 13.94 14.71 16.23 12.76 | 19.67 26 | 30 Poor
    5Y Return % 14.50 14.06 14.68 10.79 | 20.01 15 | 26 Average
    1Y SIP Return % 4.92 4.45 -0.82 | 11.15 15 | 31 Good
    3Y SIP Return % 9.35 10.91 7.90 | 14.73 23 | 30 Average
    5Y SIP Return % 11.47 12.56 9.49 | 16.54 20 | 26 Average
    Standard Deviation 10.93 11.92 10.82 | 14.92 2 | 30 Very Good
    Semi Deviation 7.89 8.66 7.45 | 10.73 2 | 30 Very Good
    Max Drawdown % -14.29 -16.06 -20.67 | -12.09 4 | 30 Very Good
    VaR 1 Y % -14.07 -14.67 -20.16 | -10.40 13 | 30 Good
    Average Drawdown % -5.05 -5.43 -7.23 | -3.88 14 | 30 Good
    Sharpe Ratio 0.56 0.75 0.49 | 1.14 27 | 30 Poor
    Sterling Ratio 0.50 0.58 0.44 | 0.82 24 | 30 Average
    Sortino Ratio 0.27 0.37 0.24 | 0.61 27 | 30 Poor
    Jensen Alpha % -1.13 1.09 -2.54 | 5.88 27 | 30 Poor
    Treynor Ratio 0.07 0.09 0.06 | 0.14 28 | 30 Poor
    Modigliani Square Measure % 13.37 15.40 11.80 | 20.57 24 | 30 Average
    Alpha % -2.07 0.36 -3.78 | 4.52 26 | 30 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Large Cap Fund NAV Regular Growth Sundaram Large Cap Fund NAV Direct Growth
    27-01-2026 21.2165 22.9307
    23-01-2026 21.0455 22.7427
    22-01-2026 21.2599 22.9737
    21-01-2026 21.1375 22.8406
    20-01-2026 21.2234 22.9326
    19-01-2026 21.4986 23.2292
    16-01-2026 21.556 23.2888
    14-01-2026 21.494 23.2202
    13-01-2026 21.5122 23.239
    12-01-2026 21.5396 23.2679
    09-01-2026 21.4593 23.1787
    08-01-2026 21.6141 23.3451
    07-01-2026 21.8818 23.6334
    06-01-2026 21.8878 23.6391
    05-01-2026 21.9402 23.6949
    02-01-2026 22.0249 23.7839
    01-01-2026 21.8767 23.623
    31-12-2025 21.7992 23.5385
    30-12-2025 21.5725 23.2929
    29-12-2025 21.5859 23.3066

    Fund Launch Date: 08/Oct/2020
    Fund Category: Large Cap Fund
    Investment Objective: The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
    Fund Description: Open ended Large Cap fund
    Fund Benchmark: Nifty 100 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.