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.

20.0704

17.23%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 100 TRI
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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 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 3.2 18.44 11.58 21.01 11.38
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 25.1 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 14.75 26.67 17.93 23.48 10.95
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.06 24.66 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 8.94 21.8 13.77 22.3 12.83
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 8.5 18.21 11.23 21.77 12.62
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 8.19 19.58 13.43 23.75 12.02
Kotak Bluechip Fund - Growth 29-12-1998 7.95 20.92 13.61 23.55 12.03
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 7.92 21.54 13.7 24.15 11.73
Franklin India Bluechip Fund-Growth 01-12-1993 7.69 20.32 12.36 23.44 10.52

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

2.34%

Others

2.97%

Large Cap

86.31%

Mid Cap

8.37%

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