Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Large Cap
Launch Date: 01-10-2020
Asset Class: Equity
Benchmark:
NIFTY 100 TRI
Expense Ratio: 1.91% As on ( 31-05-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 3,396.65 Cr As on ( 30-05-2025)
Turn over:
NAV as on 13-06-2025
16.2865
-0.1
(
-0.5839%
)
CAGR Since Inception
11.0%
NIFTY 100 TRI 17.13%
Performance of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
-5.1
9.59
-
-
11.0
NIFTY 100 TRI
5.85
17.16
21.56
13.59
17.13
Equity: Large Cap
4.42
18.7
20.6
12.46
13.65
Yearly Performance (%)
Nav Movement
Fund Managers
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
Investment Objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Returns Calculator for
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
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.
Key
Performance and Risk Statistics of
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
PORTFOLIO
ANALYSIS of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)