Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Regular Plan - Reinvestment 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-11.89%
Cat. Avg.-2.54%
2Y
Fund-6.92%
Cat. Avg.2.67%
3Y
Fund1.51%
Cat. Avg.11.41%
5Y
Fund1.94%
Cat. Avg.10.46%
10Y
FundN/A
Cat. Avg.11.89%
SI
Fund6.59%
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 | 54782 | -8.7% | -16.2% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.05 L. | -12.6% | -12.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.61 L. | -10.5% | -7.2% |
| 5Y | 07 Jun, 21 | 3 L. | 2.86 L. | -4.6% | -1.9% |
| SI | 09 Nov, 20 | 3.35 L. | 3.28 L. | -1.9% | -0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 02 Jun, 25 | 1 L. | 88273 | -11.7% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 83894 | -16.1% | -8.4% |
| 3Y | 01 Jun, 23 | 1 L. | 1.05 L. | +4.6% | +1.5% |
| 5Y | 01 Jun, 21 | 1 L. | 1.10 L. | +10.1% | +1.9% |
| SI | 12 Oct, 20 | 1 L. | 1.43 L. | +43.3% | +6.6% |
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.