TradePilotMutual funds · Large Cap
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
Sundaram Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148505
- Category
- Equity Scheme - Large Cap Fund
- ISIN
- INF903JA1JA4
- Plan / option
- Regular / IDCW
- Fund age
- 6.1 years
- Expense ratio (TER)
- 2.05% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.3%
3 months▼ -4.6%
6 months▲ +0.8%
1 year▼ -4.5%
3-year CAGR▲ +0.6%
5-year CAGR▼ -0.1%
10-year CAGR–
Volatility (3y)14.4%
Sharpe (3y)-0.30
Sortino (3y)-0.39
Beta vs NIFTY 500.83
Max fall (3y)-27.9%
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 |
| Direct · IDCW | 16.1385 |
| Regular · IDCW | 14.7660 |
| Direct · Growth | 23.3782 |
| Regular · Growth | 21.4242 |
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.