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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: 1.9% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,471.13 Cr As on (30-06-2025)
Turn over: 18
NAV as on 10-07-2025

21.3639

-0.13 (-0.6277%)

CAGR Since Inception

17.31%

NIFTY 100 TRI 17.19%

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

Scheme Performance (%) Data as on - 10-07-2025

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 1.55 15.73 17.78 11.87 17.31
NIFTY 100 TRI 3.36 17.89 20.26 13.31 17.19
Equity: Large Cap 2.78 18.07 19.67 12.15 14.01

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 - 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.

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 0.91 -0.66 0.89 - -
Equity: Large Cap - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 10-07-2025
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 1.55 14.23 15.73 17.78 11.87
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 16.42 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 7.28 21.87 21.08 20.14 11.57
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 5.87 20.62 0.0 0.0 0.0
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 5.75 18.2 18.53 19.62 13.61
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 5.24 15.55 17.62 20.61 12.55
Franklin India Bluechip Fund-Growth 01-12-1993 5.18 17.4 16.37 19.96 11.15
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 5.04 21.45 21.31 23.04 14.25
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 5.01 18.35 18.83 21.19 12.47
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 5.0 15.82 15.62 18.64 13.24

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

Asset Allocation (%)