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| Turn over: 18% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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 |
21.5307
0.11 (0.4965%)
17.37%
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 | 12.63 |
| Sharpe Ratio | 0.67 |
| Alpha | -0.6 |
| 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 | 2.87 | 14.56 | 17.03 | 18.13 | 11.88 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 16.17 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 8.0 | 21.89 | 22.42 | 20.46 | 11.57 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 6.51 | 18.31 | 19.73 | 19.98 | 13.66 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 6.44 | 21.87 | 22.47 | 23.36 | 14.21 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.33 | 20.69 | - | - | - |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 5.83 | 15.62 | 18.64 | 20.92 | 12.51 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 5.74 | 15.72 | 16.72 | 19.09 | 13.2 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 5.63 | 18.5 | 20.0 | 21.53 | 12.44 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 5.14 | 20.47 | 21.52 | 21.04 | 12.69 |
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%
