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 (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| Turn over: 18% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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 |
21.499
-0.03 (-0.1474%)
17.35%
Benchmark: 17.2%
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 investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.24 |
| Sharpe Ratio | 0.91 |
| Alpha | -0.66 |
| 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 | 2.48 | 14.61 | 16.26 | 17.85 | 11.81 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 16.19 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 7.83 | 21.68 | 21.39 | 19.98 | 11.42 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.14 | 20.62 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 6.11 | 18.34 | 18.88 | 19.57 | 13.54 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 5.95 | 21.72 | 21.8 | 23.0 | 14.15 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 5.59 | 15.66 | 17.89 | 20.57 | 12.44 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 5.53 | 18.58 | 19.25 | 21.17 | 12.41 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 5.5 | 16.03 | 15.95 | 18.62 | 13.12 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 5.45 | 17.69 | 16.62 | 19.88 | 11.02 |
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%
