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 15.4552 0 07 December, 2023

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 October, 2020
Benchmark NIFTY 100 TRI
Asset Size(Cr) 3103.27481
ISIN No. INF903JA1JA4
Turn over 23%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Expense Ratio 1.91
Fund Manager Ravi Gopalakrishnan, Sudhir Kedia, Rohit Seksaria
Fund House Sundaram Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.34% 1.58% 1.65%
1 M -3.94% 4.02% 3.67%
3 M -2% 1.44% 1.44%
6 M 11.42% 0.35% -0.53%
1 Y 4% 7.25% 6.36%
2 Y 11.04% 12.49% 10.65%
3 Y 12.9% 23.79% 21.02%
5 Y - 12.46% 10.26%

Risk Mesasures (As on 07 Dec, 2023)

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

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.4%

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) 4% 12.9% 0%
Nippon India Large Cap Fund- Growth Plan -Growth Option 20.99% 28.1% 16.1%
ICICI Prudential Bluechip Fund - Growth 16.68% 22.59% 15.31%
SBI Blue Chip Fund-Regular Plan Growth 14.79% 20.88% 15.37%
Aditya Birla Sun Life Frontline Equity Fund-Growth 13.08% 20.09% 13.86%
Mirae Asset Large Cap Fund - Growth Plan 10.25% 17.29% 13.72%
Axis Bluechip Fund - Regular Plan - Growth 6.79% 13.22% 13.34%

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