Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-10-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.91% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,296.17 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 18% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 1 year. |
20.2962
-0.15 (-0.7573%)
17.19%
Benchmark: 17.02%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.82 |
| Sharpe Ratio | 0.55 |
| Alpha | -0.15 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 05-10-2020 | 6.28 | 14.98 | 14.14 | 19.16 | 11.75 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.78 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 15.09 | 23.17 | 20.3 | 22.33 | 11.71 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.03 | 18.59 | 16.69 | 21.15 | 13.43 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 11.72 | 20.48 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.07 | 17.4 | 15.06 | 21.93 | 10.93 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.02 | 18.87 | 16.69 | 22.97 | 12.21 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.78 | 15.17 | 13.69 | 20.68 | 13.06 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 10.22 | 21.91 | 19.35 | 25.11 | 13.94 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 10.21 | 15.58 | 15.82 | 22.41 | 12.39 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.34%
Others
5.07%
Large Cap
86.84%
Mid Cap
5.75%
