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: 1.89% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,452.71 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 18% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 1 year. |
20.6959
0.41 (1.9767%)
17.68%
Benchmark: 17.27%
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 scheme seek to generate capital appreciation by investing in large cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.47 |
| Sharpe Ratio | 0.44 |
| Alpha | -0.79 |
| Beta | 0.92 |
| 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
0.57%
Others
2.19%
Large Cap
92.04%
Mid Cap
5.38%
