Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-10-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 0.64% 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(Source:AMFI) |
| Turn over: 18% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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 |
22.6335
0.19 (0.8342%)
13.46%
Benchmark: 17.13%
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 4 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 investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.65 |
| Sharpe Ratio | 0.77 |
| Alpha | 0.62 |
| Beta | 0.9 |
| 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)Direct Plan - Growth | 01-10-2020 | 5.38 | 16.43 | 19.05 | 20.49 | 13.42 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.97 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 11.24 | 22.86 | 23.91 | 21.64 | 12.11 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 7.83 | 18.74 | 20.28 | 20.85 | 14.06 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.72 | 15.73 | 17.28 | 20.25 | 13.6 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 7.43 | 17.88 | 18.17 | 20.76 | 11.37 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 7.33 | 22.1 | 22.82 | 24.36 | 14.5 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 7.28 | 20.5 | - | - | - |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 6.66 | 18.72 | 20.56 | 22.56 | 12.76 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 6.53 | 20.55 | 21.95 | 21.8 | 13.03 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.66%
Others
7.84%
Large Cap
84.47%
Mid Cap
5.03%
