Sundaram Large Cap Fund(Formerly Known As Sundaram Blue Chip Fund) Regular Plan - Growth
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-5.43%
Cat. Avg.-2.54%
2Y
Fund0.69%
Cat. Avg.2.67%
3Y
Fund8.25%
Cat. Avg.11.41%
5Y
Fund8.71%
Cat. Avg.10.46%
10Y
FundN/A
Cat. Avg.11.89%
SI
Fund12.85%
Cat. Avg.10.03%
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 | 56381 | -6.0% | -11.3% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.14 L. | -5.0% | -4.9% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.81 L. | +0.6% | +0.4% |
| 5Y | 07 Jun, 21 | 3 L. | 3.44 L. | +14.6% | +5.4% |
| SI | 09 Nov, 20 | 3.35 L. | 4.02 L. | +20.1% | +6.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 02 Jun, 25 | 1 L. | 94746 | -5.3% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 98187 | -1.8% | -0.9% |
| 3Y | 01 Jun, 23 | 1 L. | 1.27 L. | +26.8% | +8.2% |
| 5Y | 01 Jun, 21 | 1 L. | 1.52 L. | +51.9% | +8.7% |
| SI | 12 Oct, 20 | 1 L. | 1.98 L. | +97.7% | +12.9% |
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.