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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Fund House: Sundaram Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-10-2020
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 1.91% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,454.12 Cr As on 29-11-2024(Source:AMFI)
Turn over: 18% | Exit Load: W.E.F Dec 31, 2021-Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Further, exit load will be waived on Intra-scheme and Inter scheme Switch outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 20-12-2024

17.2607

-0.23 (-1.3296%)

CAGR Since Inception

18.72%

Benchmark: 17.28%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
There is no value for 2x
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 11.94
Sharpe Ratio 0.73
Alpha -1.11
Beta 0.94
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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) 01-10-2020 13.5 14.74 13.3 - -
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 24.03 21.02 - - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 23.78 21.28 17.54 17.13 13.25
Invesco India Largecap Fund - Growth 21-08-2009 23.5 22.72 15.93 17.33 13.15
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 22.9 22.58 17.3 14.5 11.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 21.99 24.11 22.01 19.32 14.2
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 21.78 18.53 16.78 14.49 10.07
HSBC Large Cap Fund - Regular Growth 10-12-2002 21.14 19.93 15.46 15.51 12.39
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 20.72 18.98 14.84 17.16 13.56
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 20.71 21.39 15.27 16.58 11.88

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

1.62%

Others

6.25%

Large Cap

87.22%

Mid Cap

4.93%

Scheme Documents

November 2024

Monthly Portfolio Disclosure Equity & Fund of Funds - November - 2024

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