Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) vs Union Largecap Fund
Large Cap Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 14-Aug-2026
| Metric | Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) | Union Largecap Fund |
|---|---|---|
| Latest NAV | ₹23.07 | ₹25.19 |
| 1-Year Return | +1.63% | +0.68% |
| 3-Year Return (CAGR) | +10.35% | +10.45% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 12.9% | 13.7% |
| Max Drawdown | −15.3% | −16.3% |
| Fund House | Sundaram Mutual Fund | Union Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) vs Union Largecap Fund: which is better?
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) and Union Largecap Fund are both large cap fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), Union Largecap Fund leads with +10.45% against +10.35% — a gap of about 0.10 percentage points per year over that period.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) has been the steadier fund over the past year, with annualised volatility of 12.9% versus 13.7%. Looking at worst falls, Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)'s deepest drawdown in the stored history is −15.3% against −16.3% for Union Largecap Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- Union Largecap Fund has delivered higher 3-year returns (+10.45% vs +10.35%).
- Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) has shown lower volatility over the trailing year.
- Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) has had the shallower maximum drawdown (−15.3%).
Frequently Asked Questions
Which fund has given higher returns — Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) or Union Largecap Fund?
Over the past 3 year period, Union Largecap Fund has delivered higher returns: +10.45% versus +10.35% annualised. Past performance does not guarantee future results.
Which fund is less risky — Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) or Union Largecap Fund?
Based on the trailing year, Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) has shown lower day-to-day volatility (Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund): 12.9%, Union Largecap Fund: 13.7% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) and Union Largecap Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Large Cap Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.