Sundaram Mutual Fund
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Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Large Cap Fund · Direct · IDCW3/5 ★

NAV · as of 11/09/2026

16.08

1D

-0.35%

1Y

-8.93%

Key stats

Expense ratio
0.62%
AUM
₹3.10 K Cr
Launched
08/10/2020
Fund manager
Ashwin Jain; Shalav Saket
Portfolio turnover
0.30%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

13/08/2026 to 11/09/2026

O - H - L -

16.7616.0813/08/202611/09/2026
1W-1.75%
1M-4.23%
3M+1.14%
6M+4.53%
1Y-8.93%
3Y+0.42%
5Y+1.18%
MAX+60.68%

Comparable peers

  • Quant Large Cap IDCW Reinvest Direct Plan

    Quant Large Cap IDCW Reinvest (DR) · ₹3.59 K Cr AUM

    1Y+6.93%
    3Y+13.16%
    -

  • Quant Large Cap IDCW Payout Direct Plan

    Quant Large Cap IDCW Payout (DP) · ₹3.59 K Cr AUM

    1Y+6.93%
    3Y+13.16%
    -

  • Whiteoak Capital Large Cap IDCW Payout Direct Plan

    Whiteoak Capital Large Cap IDCW Payout (DP) · ₹1.26 K Cr AUM

    1Y+0.76%
    3Y+13.24%
    -

  • Whiteoak Capital Large Cap IDCW Reinvest Direct Plan

    Whiteoak Capital Large Cap IDCW Reinvest (DR) · ₹1.26 K Cr AUM

    1Y+0.76%
    3Y+13.24%
    -

  • Sundaram Large Cap IDCW Reinvest Direct Plan

    Sundaram Large Cap IDCW Reinvest (DR) · ₹3.10 K Cr AUM

    1Y-2.80%
    3Y+6.11%
    -

Investment objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Scheme details

Scheme code
148509
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Large Cap Fund
Plan
Direct
Return type
IDCW
ISIN (Growth)
INF903JA1JE6
ISIN (Div. Reinvest)
INF903JA1JE6
Tradable on exchange
No

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