BANK OF INDIA LARGE CAP FUND vs Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
BANK OF INDIA LARGE CAP FUND and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) are both Large Cap funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +13.25% vs +9.48%, 5-year CAGR +9.57% vs +8.10%, volatility 15.81% vs 12.85%, maximum drawdown −22.59% vs −16.17%. Their portfolios overlap by 34.5% (14 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Fund house | Bank of India Mutual Fund | Sundaram Mutual Fund |
| Compared as | Large Cap | Large Cap |
| NAV | ₹17.9500 | ₹22.9289 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 1 Jul 2021 | 12 Oct 2020 |
| Track record | 5.3 yrs | 6.1 yrs |
| Fund size (AUM) | ₹226 Cr | ₹2,866 Cr |
| Securities held | 58 | 40 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| 1 month | +2.98% | +5.62% |
| 3 months | −0.61% | −1.38% |
| 6 months | +1.01% | +2.77% |
| 1 year | +2.69% | −0.81% |
| 3 years (CAGR) | +13.25% | +9.48% |
| 5 years (CAGR) | +9.57% | +8.10% |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +11.58% | +14.65% |
| SIP return (XIRR, 5 years) ⓘ | +10.99% | +7.90% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| 2026 (year to date) | +1.64% | −2.59% |
| 2025 | +7.62% | +6.58% |
| 2024 | +14.52% | +12.46% |
| 2023 | +31.11% | +22.76% |
| 2022 | −1.89% | +5.50% |
| 2021 | — | +30.02% |
Risk
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 15.81% | 12.85% |
| Downside volatility ⓘ | 10.97% | 9.43% |
| Sharpe ratio ⓘ | 0.43 | 0.23 |
| Sortino ratio ⓘ | 0.62 | 0.32 |
| Maximum drawdown ⓘ | −22.59% | −16.17% |
| Recovery from that fall | 13 months | 4 months |
| Current fall from peak | −1.37% | −4.49% |
| Rolling 1-year return: worst | −10.09% | −8.01% |
| Rolling 1-year return: median | +7.37% | +8.79% |
| Rolling 1-year return: best | +51.41% | +59.34% |
| Share of 1-year periods with a loss | 26.33% | 14.73% |
Against each fund's benchmark
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Beta ⓘ | 1.04 | 0.86 |
| Alpha (Jensen's, annualised) ⓘ | +3.19% | −0.20% |
| R² ⓘ | 90.54 | 96.29 |
| Upside capture | 111.50% | 86.35% |
| Downside capture | 96.45% | 81.88% |
| Tracking error | 5.03% | 3.28% |
| Information ratio | 0.67 | -0.11 |
| Treynor ratio | 5.13 | 1.86 |
Portfolio
Asset mix
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Equity | 97.29% | 99.43% |
| Cash & equivalents | 2.69% | 0.56% |
| Debt | 0.02% | 0.00% |
Market-cap split (share of fund assets)
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Large Cap | 80.11% | 80.59% |
| Mid Cap | 2.54% | 9.90% |
| Small Cap | 11.45% | 8.96% |
| Unclassified | 3.19% | 0.00% |
Concentration
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Top 10 holdings | 41.01% | 50.01% |
| Effective number of stocks ⓘ | 37.2 | 26.7 |
| Securities held | 58 | 40 |
Portfolio overlap: 34.5%
14 companies are held by both funds; by weight, 34.5% of the two portfolios is the same. That is a moderate overlap.
| Held by both | BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) |
|---|---|---|
| ICICI Bank Limited | 5.79% | 7.73% |
| HDFC Bank Limited | 7.19% | 4.76% |
| State Bank of India | 4.60% | 5.41% |
| Larsen & Toubro Limited | 3.46% | 3.64% |
| Reliance Industries Limited | 3.20% | 2.44% |
| Bank of Baroda | 2.28% | 2.01% |
| Axis Bank Limited | 1.99% | 6.40% |
| UltraTech Cement Limited | 1.94% | 2.37% |
| Titan Company Limited | 1.74% | 1.93% |
| Bharti Airtel Limited | 1.71% | 5.99% |
| Mahindra & Mahindra Limited | 1.47% | 2.79% |
| Tech Mahindra Limited | 3.04% | 1.00% |
| SBI Life Insurance Company Limited | 0.91% | 1.97% |
| Avenue Supermarts Ltd. | 0.71% | 3.43% |
Top 10 holdings
BANK OF INDIA LARGE CAP
- HDFC Bank Limited7.19%
- ICICI Bank Limited5.79%
- State Bank of India4.60%
- Adani Ports and Special Economic Zone Limited4.55%
- ICICI Prudential Asset Management Company Limited3.52%
- Larsen & Toubro Limited3.46%
- Reliance Industries Limited3.20%
- Tech Mahindra Limited3.04%
- Quality Power Electrical Eqp Ltd2.84%
- Shriram Finance Limited2.82%
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
- ICICI Bank Limited7.73%
- Axis Bank Limited6.40%
- Bharti Airtel Limited5.99%
- State Bank of India5.41%
- HDFC Bank Limited4.76%
- Kotak Mahindra Bank Limited4.57%
- TVS Motor Company Ltd.3.99%
- Craftsman Automation Limited3.96%
- Larsen & Toubro Limited3.64%
- Infosys Limited3.56%
Sector exposure
| BANK OF INDIA LARGE CAP | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Banks | 22.77% | 30.88% |
| Automobiles | 3.18% | 8.09% |
| Auto Components | 2.82% | 7.29% |
| Capital Markets | 7.27% | 0.00% |
| Retailing | 1.33% | 6.31% |
| Telecom - Services | 1.71% | 5.99% |
| Consumer Durables | 5.81% | 1.94% |
| IT - Software | 3.43% | 5.78% |
| Finance | 5.42% | 2.37% |
| Insurance | 0.91% | 5.00% |
| Transport Infrastructure | 4.55% | 0.19% |
| Construction | 4.12% | 3.64% |
| Electrical Equipment | 3.99% | 0.00% |
| Leisure Services | 0.00% | 3.52% |
Questions people ask
What is the difference between BANK OF INDIA LARGE CAP and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +2.69% vs −0.81%; 3-year CAGR +13.25% vs +9.48%; 5-year CAGR +9.57% vs +8.10%; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do BANK OF INDIA LARGE CAP and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) compare on risk?
Volatility (36 monthly returns, annualised) 15.81% vs 12.85%; Sharpe ratio 0.43 vs 0.23; Sortino ratio 0.62 vs 0.32; maximum drawdown −22.59% vs −16.17%; beta 1.04 vs 0.86.
How much do BANK OF INDIA LARGE CAP and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) overlap?
By weight, 34.5% of the two portfolios is invested in the same companies; 14 stocks are held by both, the largest shared positions being ICICI Bank Limited, HDFC Bank Limited, State Bank of India. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of BANK OF INDIA LARGE CAP and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)?
BANK OF INDIA LARGE CAP: large cap 80.1%, mid cap 2.5%, small cap 11.5%. Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund): large cap 80.6%, mid cap 9.9%, small cap 9.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.