Sundaram Large Cap Fund(Formerly Known As Sundaram Blue Chip Fund) Regular Plan - Growth
Expense Ratio: 1.91
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: Nifty 100 TRI
Inception: 17-09-2020
Exit Load: Nil
Fund Size:₹3,371.87 Cr
Performance
1Y
Fund-3.25%
Cat. Avg.-1.51%
2Y
Fund-1.48%
Cat. Avg.0.91%
3Y
Fund7.58%
Cat. Avg.11.13%
5Y
Fund8.62%
Cat. Avg.10.56%
10Y
FundN/A
Cat. Avg.12.03%
SI
Fund13.40%
Cat. Avg.10.39%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59363 | -1.1% | -2.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.7% | -0.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.5% | +2.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.53 L. | +17.8% | +6.6% |
| SI | 09 Nov, 20 | 3.45 L. | 4.30 L. | +24.6% | +7.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 96748 | -3.3% | -3.3% |
| 2Y | 15 Jul, 24 | 1 L. | 97070 | -2.9% | -1.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.24 L. | +23.5% | +7.3% |
| 5Y | 15 Jul, 21 | 1 L. | 1.51 L. | +51.2% | +8.6% |
| SI | 12 Oct, 20 | 1 L. | 2.06 L. | +106.3% | +13.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.