Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund)Direct Plan - Growth
Expense Ratio: 0.64
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: Nifty 100 TRI
Inception: 17-09-2020
Exit Load: Nil
Fund Size:₹3,371.87 Cr
Performance
1Y
Fund-3.80%
Cat. Avg.-1.42%
2Y
Fund2.11%
Cat. Avg.3.84%
3Y
Fund9.81%
Cat. Avg.12.67%
5Y
Fund10.55%
Cat. Avg.11.59%
10Y
FundN/A
Cat. Avg.12.98%
SI
Fund14.68%
Cat. Avg.11.23%
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 | 09 Jun, 25 | 60000 | 57199 | -4.7% | -8.9% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.16 L. | -3.0% | -2.9% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.86 L. | +3.5% | +2.3% |
| 5Y | 07 Jun, 21 | 3 L. | 3.59 L. | +19.7% | +7.2% |
| SI | 09 Nov, 20 | 3.35 L. | 4.23 L. | +26.2% | +8.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 96203 | -3.8% | -3.8% |
| 2Y | 29 May, 24 | 1 L. | 1.04 L. | +4.3% | +2.1% |
| 3Y | 29 May, 23 | 1 L. | 1.32 L. | +32.4% | +9.8% |
| 5Y | 31 May, 21 | 1 L. | 1.64 L. | +63.7% | +10.4% |
| SI | 12 Oct, 20 | 1 L. | 2.16 L. | +116.2% | +14.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.