Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth

Q: How often is Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

Large Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹2,940.11 Cr

Equity only, excl. debt & cash

Top 5 Weight

32.8%

Moderate

Top 10 Weight

52.2%

Moderate

Changes

4 new · 2 exits

Top Sector

Banks

30.9% of portfolio

📋 What Happened This Month Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan made 4 new additions and exited 2 stocks this month. The biggest new buy was Eicher Motors Limited (Automobiles) at 0.75% weight. Dr. Reddy's Laboratories Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.16%. Among existing holdings, Jubilant Foodworks Limited saw the biggest increase — now at 1.64% of the portfolio. Sun Pharmaceutical Industries Limited was trimmed the most, now at 1.39%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 30.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth

-2.81%

-3.43%

-8.52%

-3.86%

Latest NAV

₹21.57

04 Jun 2026

52W High

₹23.78

-9% from High

52W Low

₹20.33

+6% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+6.6%

2024

+12.5%

2023

+22.8%

2022

+5.5%

2021

+30.0%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

14.5%

+ve in 92% windows

58.5% / -6.4%

3Y Rolling Avg

15.5% p.a.

+ve in 100% windows

22.3% / 9.8%

5Y Rolling Avg

14.3% p.a.

+ve in 100% windows

18.9% / 10.1%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-15.2%

Rec: not yet

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

-16.2%

Rec: Oct 2022 (6 mo)

2018 IL&FS

Pre-inception

Rec: N/A

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.35

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

0.49

Penalises downside volatility only.

Std Deviation (3Y)

12.5%

Lower = more consistent returns.

NAV Chart ₹21.57 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹21.57

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	32.5%	30.6%	▼ -2.0%
IT - Software	7.8%	8.6%	▲ +0.8%
Retailing	7.1%	7.4%	▲ +0.4%
Pharmaceuticals & Biotechnology	6.8%	7.4%	▲ +0.6%
Telecom - Services	5.7%	6.0%	▲ +0.4%
Automobiles	6.2%	6.0%	▼ -0.1%
Petroleum Products	4.3%	4.7%	▲ +0.4%
Auto Components	2.5%	4.1%	▲ +1.5%
Agricultural Food & other Products	3.4%	3.5%	▲ +0.1%
Construction	3.7%	3.4%	▼ -0.3%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	30.6%	30.9%	▲ +0.3%
Retailing	7.4%	8.0%	▲ +0.6%
IT - Software	8.6%	8.0%	▼ -0.7%
Automobiles	6.0%	7.2%	▲ +1.2%
Telecom - Services	6.0%	6.0%	● 0.0%
Petroleum Products	4.7%	5.2%	▲ +0.5%
Auto Components	4.1%	4.4%	▲ +0.3%
Pharmaceuticals & Biotechnology	7.4%	3.7%	▼ -3.7%
Construction	3.4%	3.6%	▲ +0.3%
Agricultural Food & other Products	3.5%	3.6%	● +0.1%

🟢

Biggest New Buy

Eicher Motors Limited

0.75% weight · Automobiles

🔴

Biggest Exit

Dr. Reddy's Laboratories Limited

1.16% was held · Pharmaceuticals & Biotechnology

↑

Biggest Add

Jubilant Foodworks Limited

+0.76% · now 1.64%

↓

Biggest Trim

Sun Pharmaceutical Industries Limited

-2.64% · now 1.39%

🤝 Other funds also bought this month

Maruti Suzuki India Limited 76 funds

Eicher Motors Limited 45 funds

Bharat Petroleum Corporation Limited 37 funds

LG Electronics India Ltd 34 funds

👋 Other funds also exited

Dr. Reddy's Laboratories Limited 25 funds

Colgate Palmolive (India) Limited 7 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 4 New Entries 🔴 2 Exits ↑ 20 Increased ↓ 13 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	Eicher Motors Limited ₹23.04 Cr	Automobiles	0.75%
2	Maruti Suzuki India Limited ₹15.69 Cr	Automobiles	0.51%
3	Bharat Petroleum Corporation Limited ₹15.26 Cr	Petroleum Products	0.50%
4	LG Electronics India Ltd ₹31.86 L	Consumer Durables	0.01%

#	Stock	Sector	Last Weight (Mar 2026)
1	Dr. Reddy's Laboratories Limited ₹33.57 Cr	Pharmaceuticals & Biotechnology	1.16%
2	Colgate Palmolive (India) Limited ₹26.94 Cr	Personal Products	0.93%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Jubilant Foodworks Limited ₹50.33 Cr	Leisure Services	0.88%	1.64%	+0.76%
2	The Indian Hotels Company Limited ₹46.12 Cr	Leisure Services	0.96%	1.51%	+0.55%
3	Avenue Supermarts Limited ₹118.74 Cr	Retailing	3.55%	3.88%	+0.33%
4	Trent Limited ₹60.10 Cr	Retailing	1.65%	1.96%	+0.31%
5	Larsen & Toubro Limited ₹111.48 Cr	Construction	3.37%	3.64%	+0.27%
6	SEDEMAC MECHATRONICS LTD ₹50.17 Cr	Auto Components	1.43%	1.64%	+0.21%
7	Axis Bank Limited ₹189.66 Cr	Banks	6.01%	6.19%	+0.18%
8	State Bank of India ₹172.60 Cr	Banks	5.48%	5.64%	+0.16%
9	Mankind Pharma Limited ₹70.93 Cr	Pharmaceuticals & Biotechnology	2.19%	2.32%	+0.13%
10	Craftsman Automation Limited ₹83.86 Cr	Auto Components	2.63%	2.74%	+0.11%
11	PI Industries Limited ₹61.93 Cr	Fertilizers & Agrochemicals	1.91%	2.02%	+0.11%
12	Tata Consumer Products Limited ₹36.63 Cr	Agricultural Food & other Products	1.12%	1.20%	+0.08%
13	Kotak Mahindra Bank Limited ₹95.13 Cr	Banks	3.04%	3.11%	+0.07%
14	InterGlobe Aviation Limited ₹62.28 Cr	Transport Services	1.98%	2.03%	+0.05%
15	NTPC Limited ₹78.51 Cr	Power	2.52%	2.56%	+0.04%
16	UltraTech Cement Limited ₹71.83 Cr	Cement & Cement Products	2.31%	2.35%	+0.04%
17	Cummins India Limited ₹10.24 Cr	Industrial Products	0.30%	0.33%	+0.03%
18	Reliance Industries Limited ₹144.66 Cr	Petroleum Products	4.70%	4.72%	+0.02%
19	Tech Mahindra Limited ₹87.92 Cr	IT - Software	2.86%	2.87%	+0.01%
20	Bank of Baroda ₹30.78 Cr	Banks	1.00%	1.01%	+0.01%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Sun Pharmaceutical Industries Limited ₹42.54 Cr	Pharmaceuticals & Biotechnology	4.03%	1.39%	-2.64%
2	Infosys Limited ₹121.17 Cr	IT - Software	4.44%	3.96%	-0.48%
3	HCL Technologies Limited ₹34.29 Cr	IT - Software	1.33%	1.12%	-0.21%
4	ICICI Bank Limited ₹211.85 Cr	Banks	7.00%	6.92%	-0.08%
5	TVS Motor Company Limited ₹97.38 Cr	Automobiles	3.25%	3.18%	-0.07%
6	SBI Life Insurance Company Limited ₹60.51 Cr	Insurance	2.05%	1.98%	-0.07%
7	HDFC Bank Limited ₹245.42 Cr	Banks	8.05%	8.01%	-0.04%
8	Info Edge (India) Limited ₹22.86 Cr	Retailing	0.79%	0.75%	-0.04%
9	Mahindra & Mahindra Limited ₹84.01 Cr	Automobiles	2.77%	2.74%	-0.03%
10	Swiggy Limited ₹43.20 Cr	Retailing	1.44%	1.41%	-0.03%
11	ICICI Lombard General Insurance Company Limited ₹31.19 Cr	Insurance	1.05%	1.02%	-0.03%
12	Bharti Airtel Limited ₹184.34 Cr	Telecom - Services	6.03%	6.02%	-0.01%
13	Marico Limited ₹73.14 Cr	Agricultural Food & other Products	2.40%	2.39%	-0.01%

Full Portfolio

37 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	HDFC Bank Limited ₹245.42 Cr	Banks	8.01%
2	ICICI Bank Limited ₹211.85 Cr	Banks	6.92%
3	Axis Bank Limited ₹189.66 Cr	Banks	6.19%
4	Bharti Airtel Limited ₹184.34 Cr	Telecom - Services	6.02%
5	State Bank of India ₹172.60 Cr	Banks	5.64%
6	Reliance Industries Limited ₹144.66 Cr	Petroleum Products	4.72%
7	Infosys Limited ₹121.17 Cr	IT - Software	3.96%
8	Avenue Supermarts Limited ₹118.74 Cr	Retailing	3.88%
9	Larsen & Toubro Limited ₹111.48 Cr	Construction	3.64%
10	TVS Motor Company Limited ₹97.38 Cr	Automobiles	3.18%
11	Kotak Mahindra Bank Limited ₹95.13 Cr	Banks	3.11%
12	Tech Mahindra Limited ₹87.92 Cr	IT - Software	2.87%
13	Mahindra & Mahindra Limited ₹84.01 Cr	Automobiles	2.74%
14	Craftsman Automation Limited ₹83.86 Cr	Auto Components	2.74%
15	NTPC Limited ₹78.51 Cr	Power	2.56%
16	Marico Limited ₹73.14 Cr	Agricultural Food & other Products	2.39%
17	UltraTech Cement Limited ₹71.83 Cr	Cement & Cement Products	2.35%
18	Mankind Pharma Limited ₹70.93 Cr	Pharmaceuticals & Biotechnology	2.32%
19	InterGlobe Aviation Limited ₹62.28 Cr	Transport Services	2.03%
20	PI Industries Limited ₹61.93 Cr	Fertilizers & Agrochemicals	2.02%
21	SBI Life Insurance Company Limited ₹60.51 Cr	Insurance	1.98%
22	Trent Limited ₹60.10 Cr	Retailing	1.96%
23	Jubilant Foodworks Limited ₹50.33 Cr	Leisure Services	1.64%
24	SEDEMAC MECHATRONICS LTD ₹50.17 Cr	Auto Components	1.64%
25	The Indian Hotels Company Limited ₹46.12 Cr	Leisure Services	1.51%
26	Swiggy Limited ₹43.20 Cr	Retailing	1.41%
27	Sun Pharmaceutical Industries Limited ₹42.54 Cr	Pharmaceuticals & Biotechnology	1.39%
28	Tata Consumer Products Limited ₹36.63 Cr	Agricultural Food & other Products	1.20%
29	HCL Technologies Limited ₹34.29 Cr	IT - Software	1.12%
30	ICICI Lombard General Insurance Company Limited ₹31.19 Cr	Insurance	1.02%
31	Bank of Baroda ₹30.78 Cr	Banks	1.01%
32	Eicher Motors Limited ₹23.04 Cr	Automobiles	0.75%
33	Info Edge (India) Limited ₹22.86 Cr	Retailing	0.75%
34	Maruti Suzuki India Limited ₹15.69 Cr	Automobiles	0.51%
35	Bharat Petroleum Corporation Limited ₹15.26 Cr	Petroleum Products	0.50%
36	Cummins India Limited ₹10.24 Cr	Industrial Products	0.33%
37	LG Electronics India Ltd ₹31.86 L	Consumer Durables	0.01%