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

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NAV
₹ 16.4218 ₹ 0.14 (0.82 %)
as on 16-06-2025
Asset Size (AUM)
3,396.65 Cr
Launch Date
Oct 01, 2020
Investment Objective
The investment objective of the scheme is 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 01, 2020
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11.17

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
1.91%
Volatility
N/A
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)
Risk4

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If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 0
FD₹ 10600
Gold₹ 10800
Nifty₹ 10502
Performance

Scheme Performance (%)

Data as on - 16-06-2025
Created with Highcharts 4.1.4ReturnsSundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)NIFTY 100 TRIEquity: Large CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)NIFTY 100 TRIEquity: Large Cap2016201720182019202020212022202320242025-30-20-1001020304050
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund110,000103,906-6,094-10.97
Benchmark110,000113,5443,5446.63
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 - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 01-10-2020 -4.59 8.15 10.65 0.0 0.0
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 18.97 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 11.24 22.86 23.91 21.64 12.11
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 7.83 18.74 20.28 20.85 14.06
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.72 15.73 17.28 20.25 13.6
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Financial Services33.92
Information Technology9.06
Automobile and Auto Components8.26
N/A7.84
Oil, Gas & Consumable Fuels7.37
Healthcare7.03
Telecommunication5.34
Consumer Services4.46
Fast Moving Consumer Goods3.76
Construction3.01
Services2.28
Construction Materials2.05
Metals & Mining1.93
Power1.93
Capital Goods0.9
Consumer Durables0.86
Portfolio Holdings
CompanyHoldings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-10.07
HDFC BANK LIMITED EQ NEW FV RE. 1/-10.04
TREPS7.84
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.34
INFOSYS LIMITED EQ FV RS 54.91
RELIANCE INDUSTRIES LIMITED EQ4.23
Dr. Reddys Laboratories Ltd3.76
AXIS BANK LIMITED EQ NE FV RS. 2/-3.43
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.27
BHARAT PETROLEUM CORPORATION LTD. EQ3.14
STATE BANK OF INDIA EQ NEW RE. 1/-3.13
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-3.03
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.01
ICICI LOMBARD GEN INSURANCE CO LTD EQ3
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-2.77
MARUTI SUZUKI INDIA LIMITED EQ2.39
AVENUE SUPERMARTS LIMITED EQ2.34
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.28
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.28
ULTRATECH CEMENT LIMITED EQ2.05
NTPC LIMITED EQ1.93
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-1.93
CRAFTSMAN AUTOMATION LIMITED EQ1.8
BAJAJ AUTO LIMITED EQ1.79
Varun Beverages Ltd1.66
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.38
SBI LIFE INSURANCE COMPANY LIMITED EQ1.22
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-1.13
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-1.06
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-1.04
EQ - INFO-EDGE (INDIA) LTD.0.99
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-0.9
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/-0.86
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesInformation TechnologyAutomobile and Auto ComponentsOil, Gas & Consumable FuelsHealthcareTelecommunicationConsumer ServicesFast Moving Consumer GoodsConstructionOthers
Portfolio Holdings
Created with Highcharts 4.1.4ICICI BANK LIMITED EQ NEW FV RS. 2/-HDFC BANK LIMITED EQ NEW FV RE. 1/-TREPSBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-INFOSYS LIMITED EQ FV RS 5RELIANCE INDUSTRIES LIMITED EQDr. Reddys Laboratories LtdAXIS BANK LIMITED EQ NE FV RS. 2/-SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-Others