MonitorDirect · GrowthWatch before adding
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
- NAV
- 21.8245
- 30 Oct 2026
- 1Y
- -6.1%
- Trailing CAGR
- AUM
- ₹2,865.93 Cr
- 30 Sept 2026
- Volatility
- Medium
- 13.5% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer BARODA BNP PARIBAS LARGE CAP FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
6.1 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.86% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -16.2%. Ask whether you can hold through a similar fall.
Vs category
Fail
18% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 50.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 16%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.1%
- 3Y+8.0%
- 5Y+7.4%
- 10Yn/a
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.6%
- 3Y+0.6%
- 5Y+6.2%
- 10Yn/a
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- +1.4%
- Category median, same plan and option
- 3Y win rate
- +18%
- Windows beating the median
- 3Y percentile
- 10
- Vs comparable share classes
- SIP 3Y XIRR
- +0.6%
- Simulated monthly SIP
- Worst rolling 3Y
- +6.1%
- 750 daily-ending windows
- Median rolling 3Y
- +14.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 258 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -16.2%
- Worst peak-to-trough
- Current
- -9.1%
- Below last peak
- Current spell
- 764 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 73 recovered episodes
- Longest recovery
- 136 days
- Trough to prior peak
17 Jan 2022 – 31 Oct 2022
Trough 17 Jun 2022 · recovered in 136 days
-16.2%
26 Sept 2024 – open
Trough 7 Apr 2025 · not recovered
-15.3%
1 Dec 2022 – 14 Jun 2023
Trough 20 Mar 2023 · recovered in 86 days
-10.1%
18 Oct 2021 – 13 Jan 2022
Trough 20 Dec 2021 · recovered in 24 days
-8.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
10
Vs category
59
Consistency
25
Risk-adjusted
55
Drawdown
60
Mean
42
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 41 holdings · top 10 are 50.0%.
- Top 5
- 30.3%
- Top 10
- 50.0%
- Largest holding
- 7.7%
- Effective holdings
- 26.6
ICICI Bank Ltd
Financial
7.7%
Axis Bank Ltd
Financial
6.4%
Bharti Airtel Ltd
Technology
6.0%
State Bank of India
Financial
5.4%
HDFC Bank Ltd
Financial
4.8%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -4.3%
- 3Y
- +11.5%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.49
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
Kotak Large Cap Fund
Kotak Mahindra Mutual Fund
- 1Y
- -8.5%
- 3Y
- +10.1%
- Vol
- 15.6%
- Max DD
- -36.9%
- Sharpe
- 0.52
- 3Y win
- +85%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Nippon India Large Cap Fund
Nippon India Mutual Fund
- 1Y
- -8.7%
- 3Y
- +11.0%
- Vol
- 16.6%
- Max DD
- -40.0%
- Sharpe
- 0.57
- 3Y win
- +78%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -8.0%
- 3Y
- +9.8%
- Vol
- 15.3%
- Max DD
- -37.7%
- Sharpe
- 0.52
- 3Y win
- +62%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- -4.5%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.43
- 3Y win
- n/a
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Higher TER · Lower trailing returns