TickerKhojSundaram Mutual Fund · Equity · Large Cap · Regular plan
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Regular Plan - Growth
₹20.0068NAV on 30 Oct 2026Expense ratio 2.06%
29 Oct 2025NAV low 18.97 · high 22.02-7.7%
In plain words
Over 3 years it returned +6.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.0%.
On 3-year return it ranks 27 of 30 funds in Large Cap.
A monthly SIP over 5 years ended ₹24,109 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.6% | +1.9% |
| 3 months | -4.9% | -5.1% |
| 6 months | -0.9% | -3.2% |
| 1 year | -7.3% | -10.2% |
| 3 years (yearly) | +6.6% | +7.4% |
| 5 years (yearly) | +6.0% | +6.5% |
| Since start (yearly) | +12.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,922 | -6.8% |
| 3 years | ₹3,60,000 | ₹3,57,123 | -0.5% |
| 5 years | ₹5,90,000 | ₹6,63,505 | +4.6% |
Other plan of this fund: Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - Growth