Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Regular Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
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-8.69%
Cat. Avg.-0.36%
2Y
Fund-8.47%
Cat. Avg.0.76%
3Y
Fund0.34%
Cat. Avg.10.07%
5Y
Fund2.31%
Cat. Avg.10.69%
10Y
FundN/A
Cat. Avg.11.69%
SI
Fund7.31%
Cat. Avg.10.34%
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 | 07 Aug, 25 | 60000 | 58649 | -2.3% | -4.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.12 L. | -7.0% | -7.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.68 L. | -6.4% | -4.4% |
| 5Y | 09 Aug, 21 | 3 L. | 2.99 L. | -0.3% | -0.1% |
| SI | 09 Nov, 20 | 3.45 L. | 3.55 L. | +2.8% | +1.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 90690 | -9.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 83709 | -16.3% | -8.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.01 L. | +1.0% | +0.3% |
| 5Y | 20 Jul, 21 | 1 L. | 1.12 L. | +12.1% | +2.3% |
| SI | 12 Oct, 20 | 1 L. | 1.50 L. | +50.3% | +7.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
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.