MonitorDirect · Growth
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
- NAV
- 21.8479
- 15 Sept 2026
- 1Y
- -3.7%
- Trailing CAGR
- AUM
- ₹3,099.07 Cr
- 31 Jul 2026
- Volatility
- Medium
- 13.6% annualized
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-3.7%
- 3Y+6.3%
- 5Y+7.3%
- 10Yn/a
- SI+14.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.5%
- 3Y+1.0%
- 5Y+6.4%
- 10Yn/a
- Since inception
- +14.1%
- Calendar-day CAGR
- Excess 1Y
- -1.8%
- Category median, same plan and option
- 3Y win rate
- +19%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +6.3%
- 720 daily-ending windows
- Median rolling 3Y
- +14.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 228 daily-ending windows
- SIP 3Y XIRR
- +1.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 73 recovered episodes
- Longest recovery
- 136 days
- Trough to prior peak
- Current spell
- 719 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
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
0
Vs category
39
Consistency
25
Risk-adjusted
59
Drawdown
60
Mean
37
Portfolio
31 Jul 2026 · 40 holdings · top 10 are 50.4%.
- Top 5
- 31.0%
- Top 10
- 50.4%
- Largest holding
- 7.8%
- Effective holdings
- 25.9
ICICI Bank Ltd
Financial
7.8%
Bharti Airtel Ltd
Technology
6.2%
Axis Bank Ltd
Financial
5.9%
HDFC Bank Ltd
Financial
5.7%
State Bank of India
Financial
5.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
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.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.9%
- 3Y
- +8.1%
- Vol
- 15.4%
- Max DD
- -37.7%
- Sharpe
- 0.56
- 3Y win
- +63%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns
BANDHAN LARGE CAP FUND
Bandhan Mutual Fund
- 1Y
- -0.9%
- 3Y
- +11.5%
- Vol
- 15.6%
- Max DD
- -35.1%
- Sharpe
- 0.52
- 3Y win
- +62%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown