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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,296.17 Cr As on 31-03-2025(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.

20.3019

17.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 scheme seek to generate capital appreciation by investing in large cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.91
Sharpe Ratio 0.32
Alpha -0.79
Beta 0.9
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 5.89 16.92 11.29 19.13 11.21
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 24.73 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 15.96 25.02 17.48 21.84 10.96
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 11.65 22.88 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 11.54 20.59 13.71 20.97 12.87
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 10.66 20.51 13.57 22.42 11.66
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.39 16.91 10.74 20.23 12.49
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 10.31 17.58 10.88 19.82 10.44
Kotak Bluechip Fund - Growth 29-12-1998 9.75 19.45 13.24 22.2 11.97
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.73 17.47 12.86 21.9 11.8

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

5.07%

Large Cap

86.84%

Mid Cap

5.75%

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