Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Large Cap Fund ) / AMFI 148504

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Large Cap Fund ) • Regular Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹21.4242
AMFI Code / ISIN
148504 / INF903JA1IZ3
Category Peer Standing
#85 of 132 ranked peers in Open Ended Schemes ( Equity Scheme - Large Cap Fund ) by 3Y Sortino
Historical Track
2020-10-12 to 2026-11-09 (1,499 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+0.41% p.a.
3Y CAGR
+8.40% p.a.
5Y CAGR
+6.82% p.a.
10Y CAGR
N/A
Since Inception CAGR
+13.35% p.a.
Sortino Ratio (3Y)
0.20
Sharpe Ratio (3Y)
0.15
Calmar Ratio
0.50
Annualized Volatility (3Y)
+12.94%
Maximum Drawdown
-16.81%
1Y / 3Y / 5Y Rolling Mean CAGR
+11.06% / +12.66% / +10.53%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Equity Scheme - Large Cap Fund ) Funds