Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Equity Large Cap Fund
Expense Ratio
0.64%
AUM
₹13.78 Cr
Plan Type
Direct
Market Cap
Large
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-30.69%
Poor
6 Months
-11.36%
Poor
1 Year
-7.88%
Poor
3 Years
+4.69%
Poor
5 Years
+6.84%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 19 quarters
AUM Metrics
Key indicators
Current AUM
₹13.78 Cr
Recent Trend
Declining
Stability Score
9.9
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-21.06%
3Y
3Y CAGR
-4.17%
5Y
5Y CAGR
N/A
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.40%
Annualized standard deviation
Sharpe Ratio
0.299
Poor - Risk-adjusted return
Max Drawdown
-20.10%
High - Worst decline
Consistency
58.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.91%
Average daily price movement
Annualized Volatility
14.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance