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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Large Cap
High
₹15.05
Current NAV
25 Jun 2026
31.2%
1Y Return
14.2%
3Y CAGR
21.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.52).
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
0.92
Beta
3.52
Alpha
1.35
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Fund Details
Fund House Sundaram
Category Large Cap
AUM ₹4070 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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