TradePilotMutual funds · Large Cap
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
Sundaram Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148504
- Category
- Equity Scheme - Large Cap Fund
- ISIN
- INF903JA1IZ3
- Plan / option
- Regular / Growth
- Fund age
- 6.1 years
- Rank in category
- 29 of 29 by 3-year CAGR
- Expense ratio (TER)
- 2.05% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +8.7%
3 months▲ +0.3%
6 months▲ +6.0%
1 year▲ +0.4%
3-year CAGR▲ +8.3%
5-year CAGR▲ +6.8%
10-year CAGR–
Volatility (3y)13.0%
Sharpe (3y)0.24
Sortino (3y)0.33
Beta vs NIFTY 500.93
Max fall (3y)-16.0%
Computed from NAV (1497 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 16.1385 |
| Regular · IDCW | 14.7660 |
| Direct · IDCW | 16.1385 |
| Regular · IDCW | 14.7660 |
| Direct · Growth | 23.3782 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.