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Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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NAV
₹ 20.9762 ₹ 0.14 (0.65 %)
as on 23-05-2025
Asset Size (AUM)
3,377.07 Cr
Launch Date
Oct 05, 2020
Investment Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Oct 05, 2020
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17.33

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.55 %
Expense Ratio
1.91%
Volatility
11.94 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 23-05-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 5.41 16.5 15.51 20.32 11.77
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 22.45 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 14.24 24.52 21.91 23.71 11.66
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 10.79 20.45 18.26 22.4 13.5
Franklin India Bluechip Fund-Growth 01-12-1993 10.59 19.28 16.4 22.75 10.9
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.25 17.15 15.3 22.41 13.1
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.04 22.21 0.0 0.0 0.0
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 9.45 20.53 18.49 24.33 12.25
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.42 17.35 17.56 23.97 12.46
ICICI Prudential Bluechip Fund - Growth 05-05-2008 9.19 24.07 21.04 26.19 13.99
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings