Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Large Cap Fund ) / AMFI 148507

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

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

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

Latest NAV (2026-11-09)
₹23.3782
AMFI Code / ISIN
148507 / INF903JA1JC0
Category Peer Standing
#59 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
+1.66% p.a.
3Y CAGR
+9.77% p.a.
5Y CAGR
+8.24% p.a.
10Y CAGR
N/A
Since Inception CAGR
+14.99% p.a.
Sortino Ratio (3Y)
0.35
Sharpe Ratio (3Y)
0.25
Calmar Ratio
0.60
Annualized Volatility (3Y)
+12.95%
Maximum Drawdown
-16.17%
1Y / 3Y / 5Y Rolling Mean CAGR
+12.64% / +14.21% / +12.10%

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.

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