Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Large Cap
Status: Open Ended Schemes
Launch Date: 01-10-2020
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY 100 TRI
Total Assets: 3363.64 As on (31-12-2025)
Expense Ratio: 1.91% As on (31-12-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 30-01-2026
15.4089
-0.0372
CAGR Since Inception
14.94%
NIFTY 100 TRI -0.01%
PERFORMANCE
| Scheme Performance (%) | 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) | 5.19 | 12.13 | 12.95 | - | 14.94 |
| NIFTY 100 TRI | 10.21 | 15.05 | 14.78 | 14.31 | -0.01 |
| Equity: Large Cap | 8.3 | 15.27 | 14.2 | 13.16 | 12.78 |
Funds Manager
FM1 - Ashwin Jain, FM2 - Mr. Shalav Saket(Overseas Securities)
RETURNS CALCULATORS 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
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 Holdings
Sector Allocation
PEER COMPARISION of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Reg IDCW Pay | 01-10-2020 | 5.19 | 6.64 | 12.13 | 12.95 | 0.0 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 24-06-2021 | 12.29 | 7.73 | 17.02 | 0.0 | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 10.58 | 12.88 | 17.84 | 0.0 | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 08-08-2007 | 10.51 | 11.51 | 19.11 | 19.65 | 15.33 |
| ICICI Pru Large Cap Fund Gr | 05-05-2008 | 10.35 | 10.98 | 17.86 | 17.46 | 15.2 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 10.0 | 10.38 | 17.43 | 14.63 | 13.64 |
| Kotak Large Cap Fund Gr | 29-12-1998 | 10.0 | 11.25 | 15.61 | 14.88 | 13.63 |
| Groww Largecap Gr | 10-02-2012 | 9.94 | 7.92 | 14.23 | 13.07 | 12.01 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 9.93 | 9.84 | 13.39 | 13.24 | 14.03 |
| Franklin India Large Cap Fund Gr | 01-12-1993 | 9.8 | 10.93 | 14.97 | 13.86 | 12.1 |
Asset Allocation (%)
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 | - | - | - | - | - | - |