JM Large Cap Fund vs Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
JM 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 +12.08% vs +9.48%, 5-year CAGR +10.26% vs +8.10%, volatility 15.52% vs 12.85%, maximum drawdown −19.80% vs −16.17%.
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
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Fund house | JM Financial Mutual Fund | Sundaram Mutual Fund |
| Compared as | Large Cap | Large Cap |
| NAV | ₹181.6607 | ₹22.9289 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 12 Oct 2020 |
| Track record | 13.8 yrs | 6.1 yrs |
| Fund size (AUM) | — | ₹2,866 Cr |
| Securities held | — | 40 |
| Portfolio as of | Not disclosed yet | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| 1 month | +6.09% | +5.62% |
| 3 months | −0.39% | −1.38% |
| 6 months | +3.43% | +2.77% |
| 1 year | +0.37% | −0.81% |
| 3 years (CAGR) | +12.08% | +9.48% |
| 5 years (CAGR) | +10.26% | +8.10% |
| 7 years (CAGR) | +13.97% | — |
| 10 years (CAGR) | +12.27% | — |
| Since launch (CAGR) | +12.31% | +14.65% |
| SIP return (XIRR, 5 years) ⓘ | +10.17% | +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
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| 2026 (year to date) | −0.77% | −2.59% |
| 2025 | +5.51% | +6.58% |
| 2024 | +16.81% | +12.46% |
| 2023 | +30.52% | +22.76% |
| 2022 | +4.17% | +5.50% |
| 2021 | +24.56% | +30.02% |
Risk
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 15.52% | 12.85% |
| Downside volatility ⓘ | 10.96% | 9.43% |
| Sharpe ratio ⓘ | 0.36 | 0.23 |
| Sortino ratio ⓘ | 0.51 | 0.32 |
| Maximum drawdown ⓘ | −19.80% | −16.17% |
| Recovery from that fall | — | 4 months |
| Current fall from peak | −4.62% | −4.49% |
| Rolling 1-year return: worst | −16.76% | −8.01% |
| Rolling 1-year return: median | +8.74% | +8.79% |
| Rolling 1-year return: best | +68.37% | +59.34% |
| Share of 1-year periods with a loss | 16.47% | 14.73% |
Against each fund's benchmark
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Beta ⓘ | 1.01 | 0.86 |
| Alpha (Jensen's, annualised) ⓘ | +2.03% | −0.20% |
| R² ⓘ | 92.50 | 96.29 |
| Upside capture | 108.08% | 86.35% |
| Downside capture | 99.25% | 81.88% |
| Tracking error | 4.27% | 3.28% |
| Information ratio | 0.49 | -0.11 |
| Treynor ratio | 4.03 | 1.86 |
Portfolio
JM Large Cap Fund has no usable portfolio disclosure on file yet, so portfolio comparisons are shown only where available.
Asset mix
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Equity | — | 99.43% |
| Cash & equivalents | — | 0.56% |
Market-cap split (share of fund assets)
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Large Cap | — | 80.59% |
| Mid Cap | — | 9.90% |
| Small Cap | — | 8.96% |
| Unclassified | — | 0.00% |
Concentration
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Top 10 holdings | — | 50.01% |
| Effective number of stocks ⓘ | — | 26.7 |
| Securities held | — | 40 |
Top 10 holdings
JM Large Cap
Not disclosed yet.
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
| JM Large Cap | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | |
|---|---|---|
| Banks | — | 30.88% |
| Automobiles | — | 8.09% |
| Auto Components | — | 7.29% |
| Retailing | — | 6.31% |
| Telecom - Services | — | 5.99% |
| IT - Software | — | 5.78% |
| Insurance | — | 5.00% |
| Construction | — | 3.64% |
| Leisure Services | — | 3.52% |
| Pharmaceuticals & Biotechnology | — | 2.98% |
| Petroleum Products | — | 2.97% |
| Transport Services | — | 2.52% |
| Finance | — | 2.37% |
| Cement & Cement Products | — | 2.37% |
Questions people ask
What is the difference between JM 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 +0.37% vs −0.81%; 3-year CAGR +12.08% vs +9.48%; 5-year CAGR +10.26% vs +8.10%; 10-year CAGR +12.27% vs —. Past returns do not indicate future returns.
How do JM Large Cap and Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) compare on risk?
Volatility (36 monthly returns, annualised) 15.52% vs 12.85%; Sharpe ratio 0.36 vs 0.23; Sortino ratio 0.51 vs 0.32; maximum drawdown −19.80% vs −16.17%; beta 1.01 vs 0.86.
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.