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Turn over: 18% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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

21.5893

17.4%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 4.03 16.28 17.25 18.55 12.06
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 18.75 - - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 10.4 23.37 23.14 21.0 11.87
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 9.0 22.4 - - -
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 8.38 20.43 20.19 20.59 13.88
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 8.2 23.52 22.87 23.89 14.41
Franklin India Bluechip Fund-Growth 01-12-1993 8.02 19.36 17.97 20.4 11.32
Invesco India Largecap Fund - Growth 21-08-2009 7.85 22.5 21.97 21.68 12.95
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.39 17.1 16.99 19.58 13.37
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 7.32 20.34 20.5 22.07 12.63

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.66%

Others

7.84%

Large Cap

84.47%

Mid Cap

5.03%

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