Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Direct Plan - Reinvestment 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-7.82%
Cat. Avg.-0.67%
2Y
Fund-7.39%
Cat. Avg.1.14%
3Y
Fund2.19%
Cat. Avg.11.75%
5Y
Fund3.45%
Cat. Avg.11.36%
10Y
FundN/A
Cat. Avg.12.78%
SI
Fund8.96%
Cat. Avg.11.55%
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 | 59147 | -1.4% | -2.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.13 L. | -5.6% | -5.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.72 L. | -4.4% | -3.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.10 L. | +3.4% | +1.3% |
| SI | 09 Nov, 20 | 3.45 L. | 3.70 L. | +7.4% | +2.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 92181 | -7.8% | -7.8% |
| 2Y | 18 Jul, 24 | 1 L. | 85222 | -14.8% | -7.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.07 L. | +6.7% | +2.2% |
| 5Y | 19 Jul, 21 | 1 L. | 1.20 L. | +19.5% | +3.6% |
| SI | 12 Oct, 20 | 1 L. | 1.64 L. | +64.0% | +9.0% |
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.