| Category: Equity: Large Cap |
| Launch Date: 05-10-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| Expense Ratio: 1.91% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,363.64 Cr As on (31-12-2025) |
| Turn over: 18 |
FM1 - Ashwin Jain, FM2 - Mr. Shalav Saket(Overseas Securities)
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
| 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 | 6.24 | 12.55 | 12.96 | 12.89 | 16.84 |
| NIFTY 100 TRI | 10.21 | 15.05 | 14.78 | 14.31 | -0.01 |
| Equity: Large Cap | 8.3 | 15.27 | 14.2 | 13.16 | 12.78 |
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 | 0.6 | -1.42 | 0.88 | - | - |
| 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 Reg Gr | 05-10-2020 | 6.24 | 7.19 | 12.55 | 12.96 | 12.89 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 24-06-2021 | 12.29 | 7.73 | 17.02 | 0.0 | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 10.58 | 12.88 | 17.84 | 0.0 | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 08-08-2007 | 10.51 | 11.51 | 19.11 | 19.65 | 15.33 |
| ICICI Pru Large Cap Fund Gr | 05-05-2008 | 10.35 | 10.98 | 17.86 | 17.46 | 15.2 |
| Kotak Large Cap Fund Gr | 29-12-1998 | 10.0 | 11.25 | 15.61 | 14.88 | 13.63 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 10.0 | 10.38 | 17.43 | 14.63 | 13.64 |
| Groww Largecap Gr | 10-02-2012 | 9.94 | 7.92 | 14.23 | 13.07 | 12.01 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 9.93 | 9.84 | 13.39 | 13.24 | 14.03 |
| Franklin India Large Cap Fund Gr | 01-12-1993 | 9.8 | 10.93 | 14.97 | 13.86 | 12.1 |
Portfolio as on