Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Equity: Large Cap
Status: Open Ended Schemes
Launch Date: 05-10-2020
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY 100 TRI
Total Assets: 3396.65 As on (30-05-2025)
Expense Ratio: 1.91% As on (31-05-2025)
Turn over: 81.00% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment Nil
NAV as on 12-06-2025
21.0543
-0.2044
CAGR Since Inception
17.3%
NIFTY 100 TRI 17.19%
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 - Growth | 4.39 | 15.53 | 18.73 | 12.27 | 17.3 |
| NIFTY 100 TRI | 7.35 | 17.63 | 21.5 | 13.52 | 17.19 |
| Equity: Large Cap | 5.56 | 17.88 | 20.76 | 12.53 | 13.77 |
Funds Manager
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
RETURNS CALCULATORS for Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
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 - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Reg Gr | 05-10-2020 | 4.39 | 15.63 | 15.53 | 18.73 | 12.27 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 20.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Large Cap Fund Reg Gr | 05-03-2003 | 11.94 | 23.28 | 21.91 | 21.48 | 12.1 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 8.74 | 19.3 | 18.27 | 20.66 | 14.1 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 8.72 | 21.39 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 8.37 | 16.36 | 15.37 | 20.06 | 13.68 |
| Franklin India BlueChip Gr | 01-12-1993 | 8.29 | 18.47 | 16.19 | 20.29 | 11.39 |
| Invesco India Large Cap Gr | 21-08-2009 | 8.19 | 21.4 | 19.81 | 21.68 | 13.03 |
| ICICI Pru BlueChip Gr | 05-05-2008 | 7.75 | 22.64 | 20.81 | 24.12 | 14.55 |
| ABSL Frontline Equity Gr | 05-08-2002 | 7.48 | 19.39 | 18.54 | 22.33 | 12.82 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
| 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 - Growth | 11.94 | 0.67 | -0.6 | 0.89 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |