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

Sundaram · Large Cap
High
₹20.76
Current NAV
25 Jun 2026
15.6%
1Y Return
9.6%
3Y CAGR
16.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.56).
  • 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.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.56
Sharpe Ratio
1.36
Beta
3.56
Alpha
0.65
Sortino
Fund Details
Fund House Sundaram
Category Large Cap
AUM ₹7110 Cr
Expense Ratio 1.36%
Min SIP ₹500
Min Lumpsum ₹1000
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