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: 0.62% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,420.81 Cr As on (31-03-2024) |
| Turn over: 16% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 1 year. |
20.5815
-0.11 (-0.5364%)
13.95%
Benchmark: 17.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 scheme seek to generate capital appreciation by investing in large cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.29 |
| Sharpe Ratio | 0.99 |
| Alpha | 0.87 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.55%
Others
4.95%
Large Cap
91.23%
Mid Cap
3.26%
