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: 1.93% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,127.57 Cr As on 28-02-2025(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. |
19.106
-0.06 (-0.3015%)
17.01%
Benchmark: 16.76%
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 | 12.74 |
| Sharpe Ratio | 0.34 |
| Alpha | -0.42 |
| Beta | 0.91 |
| 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 | -1.39 | 13.94 | 10.89 | 16.79 | 10.24 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 19.74 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 10.55 | 21.83 | 17.01 | 18.99 | 9.9 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.23 | 20.17 | - | - | - |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 5.68 | 15.41 | 12.85 | 19.8 | 11.08 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 5.1 | 17.41 | 12.91 | 19.02 | 11.85 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 3.71 | 13.6 | 10.31 | 18.01 | 11.52 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 3.7 | 17.3 | 13.0 | 20.03 | 10.73 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 3.53 | 16.5 | 13.05 | 19.88 | 11.0 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 3.32 | 15.96 | 11.2 | 19.32 | 9.6 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.83%
Others
4.17%
Large Cap
86.51%
Mid Cap
7.48%
