Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Large Cap Fund
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund · Managed by Ashwin Jain; Shalav Saket
18weak
Latest NAV
₹16.8733
as of 10 Aug 2026
AUM
—
Expense ratio
0.60%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
18/100weak
Rank #128 of 163 in Large Cap Fund · top 82%
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
2.90%
3M
6.04%
6M
-0.99%
1Y
-2.57%
3Y CAGR
3.21%
5Y CAGR
3.59%
Since incep.
9.38%
Fund details
- Fund manager
- Ashwin Jain; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 29%
- Volatility (3Y)
- 13.6%
- Rating (external)
- ★★★★☆as of 30 Jun 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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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.