Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
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-9.92%
Cat. Avg.-1.55%
2Y
Fund-4.02%
Cat. Avg.2.07%
3Y
Fund2.88%
Cat. Avg.12.22%
5Y
Fund3.31%
Cat. Avg.11.03%
10Y
FundN/A
Cat. Avg.12.78%
SI
Fund8.26%
Cat. Avg.11.02%
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 | 55423 | -7.6% | -14.0% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.07 L. | -11.0% | -10.9% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.65 L. | -8.3% | -5.6% |
| 5Y | 07 Jun, 21 | 3 L. | 2.98 L. | -0.7% | -0.3% |
| SI | 09 Nov, 20 | 3.35 L. | 3.44 L. | +2.6% | +0.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 04 Jun, 25 | 1 L. | 90080 | -9.9% | -9.9% |
| 2Y | 04 Jun, 24 | 1 L. | 92126 | -7.9% | -4.0% |
| 3Y | 05 Jun, 23 | 1 L. | 1.08 L. | +8.3% | +2.7% |
| 5Y | 04 Jun, 21 | 1 L. | 1.18 L. | +17.7% | +3.3% |
| SI | 12 Oct, 20 | 1 L. | 1.57 L. | +56.5% | +8.3% |
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.