TickerKhojSundaram Mutual Fund · Equity · Large Cap · Direct plan
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - Growth
₹21.8245NAV on 30 Oct 2026Expense ratio 0.86%
29 Oct 2025NAV low 20.55 · high 23.78-6.6%
In plain words
Over 3 years it returned +8.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.3%.
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 | +0.7% | +1.9% |
| 3 months | -4.6% | -5.1% |
| 6 months | -0.3% | -3.2% |
| 1 year | -6.1% | -10.2% |
| 3 years (yearly) | +8.0% | +7.4% |
| 5 years (yearly) | +7.4% | +6.5% |
| Since start (yearly) | +13.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,781 | -5.7% |
| 3 years | ₹3,60,000 | ₹3,64,619 | +0.8% |
| 5 years | ₹5,90,000 | ₹6,87,614 | +6.0% |
Other plan of this fund: Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Regular Plan - Growth