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

Sundaram · Large Cap
High
₹14.18
Current NAV
23 Oct 2026
-15.3%
1Y Return
-0.1%
3Y CAGR
-0.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹16,920 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.87
Sharpe Ratio
1.07
Beta
-1.13
Alpha
1.02
Sortino
Fund Details
Fund House Sundaram
Category Large Cap
AUM ₹16920 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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