Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Regular Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
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-10.13%
Cat. Avg.-1.78%
2Y
Fund-8.99%
Cat. Avg.0.00%
3Y
Fund0.84%
Cat. Avg.10.49%
5Y
Fund1.83%
Cat. Avg.10.20%
10Y
FundN/A
Cat. Avg.11.69%
SI
Fund7.21%
Cat. Avg.10.25%
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 | 58280 | -2.9% | -5.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.11 L. | -7.6% | -7.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.67 L. | -7.0% | -4.8% |
| 5Y | 09 Aug, 21 | 3 L. | 2.97 L. | -1.0% | -0.4% |
| SI | 09 Nov, 20 | 3.45 L. | 3.52 L. | +2.2% | +0.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 89867 | -10.1% | -10.1% |
| 2Y | 16 Jul, 24 | 1 L. | 82837 | -17.2% | -9.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.02 L. | +1.7% | +0.6% |
| 5Y | 16 Jul, 21 | 1 L. | 1.10 L. | +9.5% | +1.8% |
| SI | 12 Oct, 20 | 1 L. | 1.49 L. | +49.3% | +7.2% |
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.