Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
₹19.9368
₹0.23 (-1.15%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹19.9368
₹0.23 (-1.15%)
29 May 2026
AMFI: 148504
Direct · Growth
₹₹21.6371
₹0.25 (-1.14%)
29 May 2026
AMFI: 148507
Regular · IDCW
₹₹14.4524
₹0.17 (-1.15%)
29 May 2026
AMFI: 148505
Direct · IDCW
₹₹15.7099
₹0.18 (-1.14%)
29 May 2026
AMFI: 148508
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹33,500
Invested
₹41,220
Value today
7.4%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,017
Value today
13.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,35,000
Withdrawn
₹16,04,641
Corpus left
+₹9,39,641 net gain — withdrew ₹3,35,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,85,588
Value today
-18.6%
vs lumpsum
Direct lumpsum would have beaten STP by 18.6% — but STP reduced timing risk
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Large Cap by 5Y CAGR
Nippon India Large Cap Fund- Growth Plan -Growth Option
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth
Invesco India Largecap Fund - Regular Plan - Growth
₹1 lakh on the worst crash day — 03 Jun 2024
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,00,127
Value today
1.0×
Multiple
Staying invested through that crash turned ₹1L into ₹1,00,127 — a 1.0× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 5 years
Expense ratio drag on your actual returns
Direct plan
₹37,288
Regular plan
₹35,942
Direct earns ₹1,346 more on a ₹30K investment — 0.90% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.69
Sharpe Ratio
-0.07
Alpha
0.41
Beta
-0.69
Sortino
12.88%
Std Dev
-13.85%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
HDFC Bank Ltd INE040A01034 | 8.05% |
HDFC Bank Ltd INE040A01034 | 8.01% |
ICICI Bank Ltd INE090A01021 | 7.00% |
ICICI Bank Ltd INE090A01021 | 6.92% |
Axis Bank Ltd INE238A01034 | 6.19% |
Bharti Airtel Ltd INE397D01024 | 6.03% |
Bharti Airtel Ltd INE397D01024 | 6.02% |
Axis Bank Ltd INE238A01034 | 6.01% |
State Bank of India INE062A01020 | 5.64% |
State Bank of India INE062A01020 | 5.48% |
Reliance Industries Ltd INE002A01018 | 4.72% |
Reliance Industries Ltd INE002A01018 | 4.70% |
Infosys Ltd INE009A01021 | 4.44% |
Sun Pharmaceutical Industries Ltd INE044A01036 | 4.03% |
Infosys Ltd INE009A01021 | 3.96% |
Avenue Supermarts Ltd INE192R01011 | 3.88% |
Larsen & Toubro Ltd INE018A01030 | 3.64% |
Avenue Supermarts Ltd INE192R01011 | 3.55% |
Larsen & Toubro Ltd INE018A01030 | 3.37% |
TVS Motor Company Ltd INE494B01023 | 3.25% |
TVS Motor Company Ltd INE494B01023 | 3.18% |
Kotak Mahindra Bank Ltd INE237A01036 | 3.11% |
Kotak Mahindra Bank Ltd INE237A01036 | 3.04% |
Tech Mahindra Ltd INE669C01036 | 2.87% |
Tech Mahindra Ltd INE669C01036 | 2.86% |
Mahindra & Mahindra Ltd INE101A01026 | 2.77% |
Mahindra & Mahindra Ltd INE101A01026 | 2.74% |
Craftsman Automation Ltd INE00LO01017 | 2.74% |
Craftsman Automation Ltd INE00LO01017 | 2.63% |
NTPC LTD INE733E01010 | 2.56% |
NTPC LTD INE733E01010 | 2.52% |
Marico Ltd INE196A01026 | 2.40% |
Marico Ltd INE196A01026 | 2.39% |
Ultratech Cement Ltd INE481G01011 | 2.35% |
Mankind Pharma Ltd INE634S01028 | 2.32% |
Ultratech Cement Ltd INE481G01011 | 2.31% |
Mankind Pharma Ltd INE634S01028 | 2.19% |
SBI Life Insurance Company Ltd INE123W01016 | 2.05% |
Interglobe Aviation Ltd INE646L01027 | 2.03% |
PI Industries Ltd INE603J01030 | 2.02% |
Interglobe Aviation Ltd INE646L01027 | 1.98% |
SBI Life Insurance Company Ltd INE123W01016 | 1.98% |
Trent Ltd INE849A01020 | 1.96% |
PI Industries Ltd INE603J01030 | 1.91% |
Trent Ltd INE849A01020 | 1.65% |
Jubilant Foodworks Ltd INE797F01020 | 1.64% |
Sedemac Mechatronics Ltd INE00XB01019 | 1.64% |
The Indian Hotels Company Ltd INE053A01029 | 1.51% |
Swiggy Ltd INE00H001014 | 1.44% |
Sedemac Mechatronics Ltd INE00XB01019 | 1.43% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth is a Large Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹3,215 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations