Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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Category: Equity: Large Cap
Launch Date: 05-10-2020
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.89% As on (30-12-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 340.72 Cr As on (31-12-2024)
Turn over: 18

NAV as on 31-01-2025

20.2046

0.2 (0.976%)

CAGR Since Inception

17.39%

NIFTY 100 TRI 17.1%

PERFORMANCE of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

Scheme Performance (%) Data as on - 31-01-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	8.19	11.14	13.81	10.78	17.39
NIFTY 100 TRI	10.33	12.35	16.04	11.93	17.1
Equity: Large Cap	10.38	12.34	15.28	11.08	14.06

Yearly Performance (%)

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Fund Managers

Ravi Gopalakrishnan, Sudhir Kedia, Rohit Seksaria

Investment Objective

The scheme seek 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 - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

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Riskometer

Key Performance and Risk Statistics of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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 - Growth	11.94	0.42	-0.35	0.91	-	-
Equity: Large Cap	-	-	-	-	-	-

PEER COMPARISION of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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Period

Data as on - 31-01-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	05-10-2020	8.19	16.32	11.14	13.81	10.78
DSP Top 100 Equity Fund - Regular Plan - Growth	05-03-2003	18.1	23.35	15.55	14.5	10.22
WhiteOak Capital Large Cap Fund Regular Plan Growth	01-12-2022	15.62	22.08	0.0	0.0	0.0
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	05-08-2010	13.97	19.81	12.44	16.44	12.48
Invesco India Largecap Fund - Growth	21-08-2009	13.24	23.09	12.28	16.23	11.72
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	12.93	24.05	18.24	18.78	12.94
Kotak Bluechip Fund - Growth	29-12-1998	12.63	18.77	12.61	16.09	11.65
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	23-09-2004	12.34	21.12	14.33	16.33	11.7
Franklin India Bluechip Fund-Growth	01-12-1993	12.08	18.13	10.8	15.27	10.25
ICICI Prudential Bluechip Fund - Growth	05-05-2008	12.02	22.31	15.82	18.44	12.91

PORTFOLIO ANALYSIS of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

Asset Allocation (%)