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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,304.99 Cr As on 29-08-2025(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Turn over: 18% | Exit Load: If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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

21.3232

17.15%

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 11.65
Sharpe Ratio 0.51
Alpha -0.56
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 -3.36 10.76 12.5 16.35 12.39
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 7.68 - - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 3.27 17.88 20.13 24.63 14.97
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 2.01 18.19 - - -
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 1.41 17.8 18.83 21.74 14.82
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 1.2 17.76 18.07 18.87 12.18
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 0.99 15.86 15.72 18.12 14.23
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 0.6 13.22 14.57 18.98 13.01
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 0.44 12.7 13.45 16.82 13.74
Kotak Large Cap Fund - Growth 29-12-1998 0.3 15.37 15.68 18.73 13.2

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

2.28%

Others

5.2%

Large Cap

83.86%

Mid Cap

8.69%

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