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

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Large Cap NAV 14.2950 0 02 December, 2022

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 October, 2020
Benchmark Nifty 100 TRI Index
Asset Size(Cr) 2833.30 (As on 30-06-2022)
Turn over 63.00%
Min Investment ₹ 100
Min SIP Investment ₹ 100
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.97% (As on 31-05-2022)
Fund Manager Rohit Seksaria,Ravi Gopalakrishnan,Sudhir Kedia

Investment Returns (As on 02 Dec, 2022)

Duration Returns Benchmark Category
1 W -0.03% -0.61% -0.8%
1 M 2.61% 2.91% 3.33%
3 M -7.48% -7.97% -7.41%
6 M -12.33% -10.99% -12.46%
1 Y -0.52% 2.25% -0.66%
2 Y - 24.57% 22.38%
3 Y - 13.11% 11.62%
5 Y - 11.14% 9.05%

Risk Mesasures (As on 02 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.91%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) -0.52% 0% 0%
ICICI Prudential Bluechip Fund - Growth 4.8% 17.07% 11.93%
Nippon India Large Cap Fund- Growth Plan -Growth Option 8.49% 16.6% 11.36%
SBI Blue Chip Fund-Regular Plan Growth 2.51% 15.94% 11.2%
Aditya Birla Sun Life Frontline Equity Fund-Growth 1.89% 15.63% 10.37%
Mirae Asset Large Cap Fund - Growth Plan 0.78% 15.05% 11.53%
Axis Bluechip Fund - Regular Plan - Growth -6.99% 12.17% 12.55%

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