| Category: Equity: Large Cap |
| Launch Date: 05-10-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| Expense Ratio: 1.91% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,396.65 Cr As on (30-05-2025) |
| Turn over: 18 |
| 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 | 3.83 | 17.15 | 18.63 | 12.02 | 17.36 |
| NIFTY 100 TRI | 5.65 | 19.22 | 21.41 | 13.33 | 17.22 |
| Equity: Large Cap | 4.94 | 20.03 | 20.87 | 12.36 | 13.96 |
FM1- Mr. Ashwin Jain; FM2 - Mr. Bharath S
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
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 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 | 0.67 | -0.6 | 0.89 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
| 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 | 3.83 | 14.86 | 17.15 | 18.63 | 12.02 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.25 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 10.34 | 22.32 | 23.36 | 20.99 | 11.84 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.01 | 21.34 | 0.0 | 0.0 | 0.0 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 8.25 | 18.98 | 20.17 | 20.59 | 13.88 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 7.87 | 22.15 | 22.66 | 23.99 | 14.42 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 7.79 | 18.24 | 18.27 | 20.63 | 11.33 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.46 | 15.9 | 17.1 | 19.76 | 13.38 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 7.43 | 21.19 | 22.01 | 21.76 | 12.93 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 7.3 | 19.08 | 20.5 | 22.17 | 12.63 |