Sundaram Mutual Fund
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth
Large Cap
+8.1% 3Y CAGR
Union Mutual Fund
Large Cap · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Union Largecap Fund is a Large Cap fund from Union Mutual Fund, with NAVs going back to May 2017. This page covers its direct plan, growth option. It manages ₹414 crore, the 28th largest of 35 Large Cap funds. Its expense ratio is 1.68% a year, higher than the median of 1.08% for Large Cap funds.
Over the last three years it returned 7.94% a year, 30th of 30 Large Cap funds (median 10.40%). Over five years it returned 6.11% a year, 24th of 27. It is 1.10 percentage points a year behind its benchmark, the BSE 100 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 16.3%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-8.10%
3 Years
+7.94%
5 Years
+6.11%
Since launch (18 May 2017)
+9.55%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -8.48% | -9.56% | +1.08 pts |
| 3 Years | +7.95% | +9.05% | -1.10 pts |
| 5 Years | +6.11% | +7.75% | -1.64 pts |
| Since launch | +9.55% | +11.55% | -2.00 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
13.9%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-16.3%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 18 May 2017.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Union Mutual Fund's website before you invest.
Funds next to Union Largecap Fund, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
Large Cap
+8.1% 3Y CAGR
Union Largecap Fund - Direct Plan - Growth Option
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