Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
| Category: Equity: Large Cap |
| Launch Date: 01-10-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| Expense Ratio: 1.91% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,396.65 Cr As on ( 30-05-2025) |
| Turn over: 18 |
NAV (₹):
16.2865
₹ -0.1 ( -0.5839%)
as on
13-06-2025
CAGR
Since Inception -
16.87%
NIFTY 100 TRI -
17.13%
Fund Managers
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
PERFORMANCE of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) | 2.97 | 16.08 | - | - | 16.87 |
| NIFTY 100 TRI | 5.85 | 17.16 | 21.56 | 13.59 | 17.13 |
| Equity: Large Cap | 4.42 | 18.7 | 20.6 | 12.46 | 13.65 |
RETURNS CALCULATOR for Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) | 11.94 | 0.73 | -1.11 | 0.94 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Reg IDCW Pay | 01-10-2020 | 2.97 | 14.58 | 16.08 | 0.0 | 0.0 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 18.85 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Large Cap Fund Reg Gr | 05-03-2003 | 11.33 | 22.72 | 22.82 | 21.39 | 12.06 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 7.47 | 18.54 | 19.03 | 20.5 | 14.03 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 7.28 | 15.6 | 16.1 | 19.88 | 13.6 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 7.11 | 20.42 | 0.0 | 0.0 | 0.0 |
| Franklin India BlueChip Gr | 01-12-1993 | 6.98 | 17.82 | 16.96 | 20.12 | 11.32 |
| Invesco India Large Cap Gr | 21-08-2009 | 6.77 | 20.57 | 20.77 | 21.54 | 12.96 |
| ICICI Pru BlueChip Gr | 05-05-2008 | 6.77 | 21.91 | 21.54 | 23.96 | 14.48 |
| ABSL Frontline Equity Gr | 05-08-2002 | 6.23 | 18.56 | 19.33 | 22.15 | 12.74 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Portfolio as on