Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment 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: 1.93% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: NaN |
| Minimum Topup: NaN |
| Total Assets: 3,127.57 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
16.7792
-0 (-0.0131%)
12.27%
Benchmark: 16.98%
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:
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
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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 - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) | 01-10-2020 | 1.71 | 14.22 | 7.05 | - | - |
| 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 | 10.07 | 23.02 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 8.94 | 21.8 | 13.77 | 22.3 | 12.83 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.34%
Others
2.97%
Large Cap
86.31%
Mid Cap
8.37%
