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

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
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,407.17 Cr As on (31-12-2024)
Turn over: 18%
NAV as on 14-01-2025

20.0298

0.07 (0.335%)

CAGR Since Inception

17.38%

NIFTY 100 TRI 17.07%

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

Scheme Performance (%)

Data as on - 14-01-2025

Yearly Performance (%)

Fund Managers

Ravi Gopalakrishnan, Sudhir Kedia, Rohit Seksaria

Investment Objective

The scheme seek to generate capital appreciation by investing in large cap stocks.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
30-07-2002 0.5462 183083.1197 100000 0.0 %
30-08-2002 0.5582 - 102197 2.2 %
30-09-2002 0.5298 - 96997 -3.0 %
30-10-2002 0.5222 - 95606 -4.39 %
30-11-2002 0.5844 - 106994 6.99 %
30-12-2002 0.5943 - 108806 8.81 %
30-01-2003 0.591 - 108202 8.2 %
28-02-2003 0.6035 - 110491 10.49 %
28-03-2003 0.5997 - 109795 9.79 %
28-04-2003 0.6057 - 110893 10.89 %
28-05-2003 0.6931 - 126895 26.9 %
28-06-2003 0.6999 - 128140 28.14 %
28-07-2003 0.7522 - 137715 37.71 %
28-08-2003 0.895 - 163859 63.86 %
28-09-2003 0.9152 - 167558 67.56 %
28-10-2003 0.9993 - 182955 82.95 %
28-11-2003 1.098 - 201025 101.03 %
28-12-2003 1.2116 - 221824 121.82 %
28-01-2004 1.2517 - 229165 129.16 %
28-02-2004 1.2613 - 230923 130.92 %
28-03-2004 1.2311 - 225394 125.39 %
28-04-2004 1.3156 - 240864 140.86 %
28-05-2004 1.1167 - 204449 104.45 %
28-06-2004 1.1016 - 201684 101.68 %
28-07-2004 1.1444 - 209520 109.52 %
28-08-2004 1.1977 - 219279 119.28 %
28-09-2004 1.2667 - 231911 131.91 %
28-10-2004 1.3014 - 238264 138.26 %
28-11-2004 1.3536 - 247821 147.82 %
28-12-2004 1.512 - 276822 176.82 %
28-01-2005 1.4894 - 272684 172.68 %
28-02-2005 1.5808 - 289418 189.42 %
28-03-2005 1.5124 - 276895 176.9 %
28-04-2005 1.4393 - 263512 163.51 %
28-05-2005 1.5096 - 276382 176.38 %
28-06-2005 1.549 - 283596 183.6 %
28-07-2005 1.7269 - 316166 216.17 %
28-08-2005 1.8234 - 333834 233.83 %
28-09-2005 1.9754 - 361662 261.66 %
28-10-2005 1.8014 - 329806 229.81 %
28-11-2005 2.0843 - 381600 281.6 %
28-12-2005 2.1819 - 399469 299.47 %
28-01-2006 2.3827 - 436232 336.23 %
28-02-2006 2.4844 - 454852 354.85 %
28-03-2006 2.7424 - 502087 402.09 %
28-04-2006 3.0412 - 556792 456.79 %
28-05-2006 2.6512 - 485390 385.39 %
28-06-2006 2.4536 - 449213 349.21 %
28-07-2006 2.5322 - 463603 363.6 %
28-08-2006 2.7565 - 504669 404.67 %
28-09-2006 2.8827 - 527774 427.77 %
28-10-2006 3.0414 - 556829 456.83 %
28-11-2006 3.2022 - 586269 486.27 %
28-12-2006 3.3095 - 605914 505.91 %
28-01-2007 3.4067 - 623709 523.71 %
28-02-2007 3.0973 - 567063 467.06 %
28-03-2007 3.0919 - 566075 466.08 %
28-04-2007 3.2811 - 600714 500.71 %
28-05-2007 3.422 - 626510 526.51 %
28-06-2007 3.4715 - 635573 535.57 %
28-07-2007 3.6268 - 664006 564.01 %
28-08-2007 3.5996 - 659026 559.03 %
28-09-2007 4.3824 - 802343 702.34 %
28-10-2007 5.2396 - 959282 859.28 %
28-11-2007 5.2877 - 968089 868.09 %
28-12-2007 5.9049 - 1081088 981.09 %
28-01-2008 4.9067 - 898334 798.33 %
28-02-2008 4.7463 - 868967 768.97 %
28-03-2008 4.2874 - 784951 684.95 %
28-04-2008 4.4814 - 820469 720.47 %
28-05-2008 4.3394 - 794471 694.47 %
28-06-2008 3.8175 - 698920 598.92 %
28-07-2008 3.9408 - 721494 621.49 %
28-08-2008 3.8364 - 702380 602.38 %
28-09-2008 3.6081 - 660582 560.58 %
28-10-2008 2.7386 - 501391 401.39 %
28-11-2008 2.6919 - 492841 392.84 %
28-12-2008 2.7332 - 500403 400.4 %
28-01-2009 2.639 - 483156 383.16 %
28-02-2009 2.5239 - 462083 362.08 %
28-03-2009 2.6954 - 493482 393.48 %
28-04-2009 2.8636 - 524277 424.28 %
28-05-2009 3.8191 - 699213 599.21 %
28-06-2009 3.8045 - 696540 596.54 %
28-07-2009 4.0233 - 736598 636.6 %
28-08-2009 4.1814 - 765544 665.54 %
28-09-2009 4.3781 - 801556 701.56 %
28-10-2009 4.2707 - 781893 681.89 %
28-11-2009 4.3998 - 805529 705.53 %
28-12-2009 4.6215 - 846119 746.12 %
28-01-2010 4.352 - 796778 696.78 %
28-02-2010 4.3107 - 789216 689.22 %
28-03-2010 4.6061 - 843299 743.3 %
28-04-2010 4.6138 - 844709 744.71 %
28-05-2010 4.4213 - 809465 709.46 %
28-06-2010 4.6331 - 848242 748.24 %
28-07-2010 4.7834 - 875760 775.76 %
28-08-2010 4.8449 - 887019 787.02 %
28-09-2010 5.3317 - 976144 876.14 %
28-10-2010 5.3558 - 980557 880.56 %
28-11-2010 5.0341 - 921659 821.66 %
28-12-2010 5.1512 - 943098 843.1 %
28-01-2011 4.7607 - 871604 771.6 %
28-02-2011 4.5234 - 828158 728.16 %
28-03-2011 4.7697 - 873252 773.25 %
28-04-2011 4.8812 - 893665 793.66 %
28-05-2011 4.635 - 848590 748.59 %
28-06-2011 4.6314 - 847931 747.93 %
28-07-2011 4.6593 - 853039 753.04 %
28-08-2011 4.165 - 762541 662.54 %
28-09-2011 4.2676 - 781326 681.33 %
28-10-2011 4.4976 - 823435 723.44 %
28-11-2011 4.1918 - 767448 667.45 %
28-12-2011 4.0534 - 742109 642.11 %
28-01-2012 4.4574 - 816075 716.08 %
28-02-2012 4.5474 - 832552 732.55 %
28-03-2012 4.3237 - 791596 691.6 %
28-04-2012 4.3141 - 789839 689.84 %
28-05-2012 4.1074 - 751996 652.0 %
28-06-2012 4.2206 - 772721 672.72 %
28-07-2012 4.2289 - 774240 674.24 %
28-08-2012 4.3948 - 804614 704.61 %
28-09-2012 4.674 - 855731 755.73 %
28-10-2012 4.6287 - 847437 747.44 %
28-11-2012 4.6942 - 859429 759.43 %
28-12-2012 4.8843 - 894233 794.23 %
28-01-2013 4.9828 - 912267 812.27 %
28-02-2013 4.5918 - 840681 740.68 %
28-03-2013 4.5657 - 835903 735.9 %
28-04-2013 4.6777 - 856408 756.41 %
28-05-2013 4.8453 - 887093 787.09 %
28-06-2013 4.6702 - 855035 755.03 %
28-07-2013 4.6706 - 855108 755.11 %
28-08-2013 4.21 - 770780 670.78 %
28-09-2013 4.6013 - 842420 742.42 %
28-10-2013 4.8751 - 892549 792.55 %
28-11-2013 4.8989 - 896906 796.91 %
28-12-2013 5.0781 - 929714 829.71 %
28-01-2014 4.9101 - 898956 798.96 %
28-02-2014 5.0618 - 926730 826.73 %
28-03-2014 5.3545 - 980319 880.32 %
28-04-2014 5.3992 - 988502 888.5 %
28-05-2014 6.0497 - 1107598 1007.6 %
28-06-2014 6.2239 - 1139491 1039.49 %
28-07-2014 6.2982 - 1153094 1053.09 %
28-08-2014 6.5245 - 1194526 1094.53 %
28-09-2014 6.5274 - 1195057 1095.06 %
28-10-2014 6.5412 - 1197583 1097.58 %
28-11-2014 7.0116 - 1283706 1183.71 %
28-12-2014 6.7156 - 1229513 1129.51 %
28-01-2015 7.3381 - 1343482 1243.48 %
28-02-2015 7.2341 - 1324442 1224.44 %
28-03-2015 6.8326 - 1250934 1150.93 %
28-04-2015 6.7754 - 1240461 1140.46 %
28-05-2015 6.7735 - 1240114 1140.11 %
28-06-2015 6.9104 - 1265178 1165.18 %
28-07-2015 7.006 - 1282680 1182.68 %
28-08-2015 6.7083 - 1228176 1128.18 %
28-09-2015 6.5594 - 1200915 1100.91 %
28-10-2015 6.8119 - 1247144 1147.14 %
28-11-2015 6.6311 - 1214042 1114.04 %
28-12-2015 6.6158 - 1211241 1111.24 %
28-01-2016 6.2358 - 1141670 1041.67 %
28-02-2016 5.8947 - 1079220 979.22 %
28-03-2016 6.3003 - 1153479 1053.48 %
28-04-2016 6.4607 - 1182845 1082.85 %
28-05-2016 6.6556 - 1218528 1118.53 %
28-06-2016 6.6594 - 1219224 1119.22 %
28-07-2016 7.0907 - 1298187 1198.19 %
28-08-2016 7.0199 - 1285225 1185.22 %
28-09-2016 7.0976 - 1299451 1199.45 %
28-10-2016 7.0519 - 1291084 1191.08 %
28-11-2016 6.6228 - 1212523 1112.52 %
28-12-2016 6.5536 - 1199854 1099.85 %
28-01-2017 7.0806 - 1296338 1196.34 %
28-02-2017 7.2732 - 1331600 1231.6 %
28-03-2017 7.5593 - 1383980 1283.98 %
28-04-2017 7.8974 - 1445881 1345.88 %
28-05-2017 8.0995 - 1482882 1382.88 %
28-06-2017 8.0759 - 1478561 1378.56 %
28-07-2017 8.5686 - 1568766 1468.77 %
28-08-2017 8.5515 - 1565635 1465.63 %
28-09-2017 8.4072 - 1539216 1439.22 %
28-10-2017 8.7769 - 1606902 1506.9 %
28-11-2017 8.8699 - 1623929 1523.93 %
28-12-2017 9.04 - 1655071 1555.07 %
28-01-2018 9.3807 - 1717448 1617.45 %
28-02-2018 8.9178 - 1632699 1532.7 %
28-03-2018 8.7599 - 1603790 1503.79 %
28-04-2018 9.2233 - 1688631 1588.63 %
28-05-2018 9.176 - 1679971 1579.97 %
28-06-2018 9.1289 - 1671347 1571.35 %
28-07-2018 9.6753 - 1771384 1671.38 %
28-08-2018 10.0159 - 1833742 1733.74 %
28-09-2018 9.2517 - 1693830 1593.83 %
28-10-2018 8.5484 - 1565068 1465.07 %
28-11-2018 9.0966 - 1665434 1565.43 %
28-12-2018 9.1724 - 1679312 1579.31 %
28-01-2019 8.9975 - 1647290 1547.29 %
28-02-2019 9.0437 - 1655749 1555.75 %
28-03-2019 9.7616 - 1787184 1687.18 %
28-04-2019 9.8086 - 1795789 1695.79 %
28-05-2019 10.1565 - 1859484 1759.48 %
28-06-2019 10.1072 - 1850458 1750.46 %
28-07-2019 9.767 - 1788173 1688.17 %
28-08-2019 9.6573 - 1768089 1668.09 %
28-09-2019 10.0344 - 1837129 1737.13 %
28-10-2019 10.147 - 1857744 1757.74 %
28-11-2019 10.5622 - 1933761 1833.76 %
28-12-2019 10.6299 - 1946155 1846.15 %
28-01-2020 10.6087 - 1942274 1842.27 %
28-02-2020 10.171 - 1862138 1762.14 %
28-03-2020 7.7343 - 1416020 1316.02 %
28-04-2020 8.5711 - 1569224 1469.22 %
28-05-2020 8.6026 - 1574991 1474.99 %
28-06-2020 9.215 - 1687111 1587.11 %
28-07-2020 9.7603 - 1786946 1686.95 %
28-08-2020 10.1166 - 1852179 1752.18 %
28-09-2020 9.7307 - 1781527 1681.53 %
28-10-2020 10.0284 - 1836031 1736.03 %
28-11-2020 10.9011 - 1995807 1895.81 %
28-12-2020 11.6454 - 2132076 2032.08 %
28-01-2021 11.6543 - 2133706 2033.71 %
28-02-2021 12.3345 - 2258239 2158.24 %
28-03-2021 12.2224 - 2237715 2137.72 %
28-04-2021 12.4964 - 2287880 2187.88 %
28-05-2021 12.9828 - 2376932 2276.93 %
28-06-2021 13.4304 - 2458880 2358.88 %
28-07-2021 13.565 - 2483523 2383.52 %
28-08-2021 14.3788 - 2632516 2532.52 %
28-09-2021 14.9889 - 2744215 2644.22 %
28-10-2021 15.1073 - 2765892 2665.89 %
28-11-2021 14.5693 - 2667393 2567.39 %
28-12-2021 14.6983 - 2691011 2591.01 %
28-01-2022 14.5138 - 2657232 2557.23 %
28-02-2022 14.2074 - 2601135 2501.14 %
28-03-2022 14.4478 - 2645148 2545.15 %
28-04-2022 14.4589 - 2647181 2547.18 %
30-05-2022 14.0279 - 2568272 2468.27 %
28-06-2022 13.3959 - 2452563 2352.56 %
28-07-2022 14.2717 - 2612907 2512.91 %
29-08-2022 14.6295 - 2678414 2578.41 %
28-09-2022 14.3376 - 2624973 2524.97 %
28-10-2022 15.1731 - 2777938 2677.94 %
28-11-2022 15.7709 - 2887386 2787.39 %
28-12-2022 15.4098 - 2821274 2721.27 %
30-01-2023 14.9062 - 2729074 2629.07 %
28-02-2023 14.6346 - 2679348 2579.35 %
28-03-2023 14.3068 - 2619334 2519.33 %
28-04-2023 15.1394 - 2771769 2671.77 %
29-05-2023 15.6433 - 2864024 2764.02 %
28-06-2023 16.0953 - 2946778 2846.78 %
28-07-2023 16.8443 - 3083907 2983.91 %
28-08-2023 16.6578 - 3049762 2949.76 %
29-09-2023 16.9604 - 3105163 3005.16 %
30-10-2023 16.507 - 3022153 2922.15 %
28-11-2023 17.1473 - 3139381 3039.38 %
28-12-2023 18.6586 - 3416075 3316.07 %
29-01-2024 18.6889 - 3421622 3321.62 %
28-02-2024 19.0292 - 3483925 3383.93 %
28-03-2024 19.4472 - 3560454 3460.45 %
29-04-2024 19.6877 - 3604486 3504.49 %
28-05-2024 19.7835 - 3622025 3522.03 %
28-06-2024 20.692 - 3788356 3688.36 %
29-07-2024 21.4898 - 3934420 3834.42 %
28-08-2024 21.7211 - 3976767 3876.77 %
30-09-2024 22.2542 - 4074368 3974.37 %
28-10-2024 20.9697 - 3839198 3739.2 %
28-11-2024 20.7365 - 3796503 3696.5 %
30-12-2024 20.7255 - 3794489 3694.49 %
14-01-2025 20.0298 - 3667118 3567.12 %

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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

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

Amount :
Start :
End :
Period
Data as on - 14-01-2025
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 6.34 14.48 8.91 13.35 11.33
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 16.59 22.01 13.43 13.91 10.87
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 14.96 20.35 0.0 0.0 0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 13.92 20.29 12.74 16.0 12.43
Invesco India Largecap Fund - Growth 21-08-2009 13.68 22.27 11.05 16.33 12.52
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 12.59 18.34 10.36 16.09 13.06
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 12.12 23.01 16.8 18.14 13.52
ICICI Prudential Bluechip Fund - Growth 05-05-2008 12.0 20.38 13.84 17.43 13.47
Franklin India Bluechip Fund-Growth 01-12-1993 11.47 17.31 8.93 14.74 10.81
Kotak Bluechip Fund - Growth 29-12-1998 11.15 17.44 10.45 15.5 12.29

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

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

1.62%

Others

6.25%

Large Cap

87.22%

Mid Cap

4.93%

Total

100%