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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
₹ 16.2067 ₹ 0.05 (0.33 %)
as on 04-06-2025
Asset Size (AUM)
3,377.07 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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10.94

%
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If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil; If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.; For redemption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₹ 10097
FD₹ 10600
Gold₹ 10800
Nifty₹ 11215
Performance

Scheme Performance (%)

Data as on - 04-06-2025
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-20-100102030

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
Fund120,000114,080-5,920-10.53
Benchmark120,000122,8102,8105.18
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 0.97 8.49 7.68 0.0 0.0
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 27.79 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 18.64 22.94 20.79 21.13 11.82
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 15.94 20.91 0.0 0.0 0.0
Invesco India Largecap Fund - Growth 21-08-2009 15.19 21.51 18.47 21.22 12.67
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services33.93
Information Technology8.73
N/A8.22
Automobile and Auto Components7.78
Healthcare7.58
Oil, Gas & Consumable Fuels7.08
Telecommunication5.39
Consumer Services4.69
Fast Moving Consumer Goods4.04
Construction2.75
Services2.25
Construction Materials2.14
power2.07
Metals & Mining1.91
Capital Goods0.77
Consumer Durables0.67
Portfolio Holdings
CompanyHoldings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.99
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.99
TREPS7.93
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.39
INFOSYS LIMITED EQ FV RS 54.74
RELIANCE INDUSTRIES LIMITED EQ4
Dr. Reddys Laboratories Ltd3.99
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.59
AXIS BANK LIMITED EQ NE FV RS. 2/-3.43
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-3.25
BHARAT PETROLEUM CORPORATION LTD. EQ3.08
STATE BANK OF INDIA EQ NEW RE. 1/-3.05
ICICI LOMBARD GEN INSURANCE CO LTD EQ3.02
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.75
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-2.66
AVENUE SUPERMARTS LIMITED EQ2.47
MARUTI SUZUKI INDIA LIMITED EQ2.4
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.25
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.21
ULTRATECH CEMENT LIMITED EQ2.14
NTPC LIMITED EQ2.07
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-1.91
Varun Beverages Ltd1.84
BAJAJ AUTO LIMITED EQ1.68
CRAFTSMAN AUTOMATION LIMITED EQ1.49
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.33
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-1.24
SBI LIFE INSURANCE COMPANY LIMITED EQ1.2
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-1.1
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-1.1
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-0.98
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-0.77
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/-0.67
Cash and Other Net Current Assets0.31
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesInformation TechnologyAutomobile and Auto ComponentsHealthcareOil, Gas & Consumable FuelsTelecommunicationConsumer ServicesFast Moving Consumer GoodsConstructionOthers
Portfolio Holdings
Created with Highcharts 4.1.4HDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-TREPSBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-INFOSYS LIMITED EQ FV RS 5RELIANCE INDUSTRIES LIMITED EQDr. Reddys Laboratories LtdSUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-AXIS BANK LIMITED EQ NE FV RS. 2/-Others