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InvestVerdict

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Regular Plan · GROWTH · Large Cap · Scheme code 148504

NAV₹20.0068as on 30 Oct 2026
Fund houseSundaram Mutual Fund
CategoryLarge Cap
Plan & optionRegular · GROWTH
History5.9 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.285.30-0.96 0.788.017.84 ——13.44
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Large Cap
category median		 ——— -9.258.126.56 —10.70—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 12.6% 0.12 0.16 0.86 -1.98% -16.8% 96.59
Nifty 100
benchmark		 14.4%0.28 0.40—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.

Growth of ₹100 since launch

89138187236202220242026InvestVerdict

Drawdown from peak (%)

0%-6%-12%-17%202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
1,203 -8.0% 7.9% 56.2% 18%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
84% 90% 0.98 3.0% -0.83 1.80

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 36 months this scheme and Nifty 100 share.

InvestVerdict

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Regular Plan · GROWTH

Allocation

By asset

Equity99.45%
Cash & Equivalents0.55%

By market cap

Large Cap80.59%
Mid Cap9.90%
Small Cap8.96%

Concentration

Number of stocks40
Top 5 stocks30.29%
Top 10 stocks50.01%
Top 20 stocks77.48%
Lines in the filing42
Largest holding7.73%
Largest sectorBanks 30.88%
Effective stocks26.7
Sectors held22
Cash0.55%

Effective stocks is what the concentration works out to: a fund holding 40 names but most of its money in a few behaves like a fund of 27. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Banks — 30.9%Automobiles — 8.1%Auto Components — 7.3%Retailing — 6.3%Telecom - Services — 6.0%It - Software — 5.8%Insurance — 5.0%Construction — 3.6%Leisure Services — 3.5%Other — 23.5%Banks30.9%Automobiles8.1%Auto Components7.3%Retailing6.3%Telecom - Services6.0%It - Software5.8%Insurance5.0%Construction3.6%Leisure Services3.5%Other23.5%
Banks30.88%
Automobiles8.09%
Auto Components7.29%
Retailing6.31%
Telecom - Services5.99%
It - Software5.78%
Insurance5.00%
Construction3.64%
Leisure Services3.52%
Pharmaceuticals & Biotechnology2.98%
Petroleum Products2.97%
Transport Services2.52%
Finance2.37%
Cement & Cement Products2.37%
Power2.22%
Consumer Durables1.94%
Fertilizers & Agrochemicals1.63%
Beverages1.12%
Agricultural Food & Other Products1.06%
Industrial Products0.79%
InvestVerdict

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Regular Plan · GROWTH · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 ICICI Bank Ltd Banks 1,676,804 222 7.73%
2 Axis Bank Ltd Banks 1,495,369 183 6.40%
3 Bharti Airtel Ltd Telecom - Services 977,000 172 5.99%
4 State Bank of India Banks 1,615,408 155 5.41%
5 HDFC Bank Ltd Banks 1,924,675 136 4.76%
6 Kotak Mahindra Bank Ltd Banks 3,138,965 131 4.57%
7 TVS Motor Company Ltd Automobiles 278,803 114 3.99%
8 Craftsman Automation Ltd Auto Components 109,075 114 3.96%
9 Larsen & Toubro Ltd Construction 277,730 104 3.64%
10 Infosys Ltd It - Software 1,025,318 102 3.56%
11 Avenue Supermarts Ltd Retailing 258,923 98 3.43%
12 Sedemac Mechatronics Ltd Auto Components 272,519 95 3.32%
13 ICICI Lombard General Insurance Company Ltd Insurance 546,456 87 3.03%
14 Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology 469,431 85 2.98%
15 Mahindra & Mahindra Ltd Automobiles 271,223 80 2.79%
16 Interglobe Aviation Ltd Transport Services 145,000 72 2.52%
17 Reliance Industries Ltd Petroleum Products 587,888 70 2.43%
18 Cholamandalam Investment and Finance Company Ltd Finance 419,678 68 2.37%
19 Ultratech Cement Ltd Cement & Cement Products 62,000 68 2.37%
20 NTPC LTD Power 1,967,000 63 2.22%
21 Bank of Baroda Banks 2,501,831 58 2.01%
22 SBI Life Insurance Company Ltd Insurance 332,646 56 1.97%
23 Titan Company Ltd Consumer Durables 120,291 55 1.93%
24 The Indian Hotels Company Ltd Leisure Services 725,380 53 1.84%
25 Jubilant Foodworks Ltd Leisure Services 1,051,538 48 1.68%
26 PI Industries Ltd Fertilizers & Agrochemicals 202,732 47 1.63%
27 Swiggy Ltd Retailing 1,598,239 40 1.39%
28 HCL Technologies Ltd It - Software 285,965 35 1.23%
29 Varun Beverages Ltd Beverages 745,664 32 1.12%
30 TATA Consumer Products Ltd Agricultural Food & Other Products 319,989 30 1.06%
InvestVerdict

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)

Regular Plan · GROWTH · where the money sits

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹717,642 ₹117,642 7.10%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 31 Oct 2026.