Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Large Cap Fund
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
Sundaram Mutual Fund · Managed by Ashwin Jain; Shalav Saket
44slipping
Latest NAV
₹21.9043
as of 24 Sept 2026
AUM
—
Expense ratio
0.62%
as of 31 Jul 2026
Inception
12 Oct 2020
FundScore
44/100slipping
Rank #70 of 158 in Large Cap Fund · top 56%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-4.51%
3M
-2.88%
6M
2.24%
1Y
-1.64%
3Y CAGR
7.72%
5Y CAGR
7.75%
Since incep.
14.06%
Fund details
- Fund manager
- Ashwin Jain; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 30%
- Volatility (3Y)
- 13.5%
- Rating (external)
- ★★★☆☆as of 31 Aug 2026
Investment objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Pro
Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.