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-0.75%
Cat. Avg.0.75%
2Y
Fund0.28%
Cat. Avg.1.90%
3Y
Fund8.37%
Cat. Avg.11.32%
5Y
Fund10.61%
Cat. Avg.11.85%
10Y
FundN/A
Cat. Avg.12.78%
SI
Fund15.11%
Cat. Avg.11.66%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60025 | +0.0% | +0.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +1.0% | +1.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.91 L. | +6.1% | +4.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.68 L. | +22.6% | +8.2% |
| SI | 09 Nov, 20 | 3.45 L. | 4.51 L. | +30.6% | +9.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98564 | -1.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.00 L. | +0.5% | +0.2% |
| 3Y | 20 Jul, 23 | 1 L. | 1.27 L. | +27.3% | +8.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.66 L. | +65.5% | +10.6% |
| SI | 12 Oct, 20 | 1 L. | 2.25 L. | +125.3% | +15.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
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.