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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Category: Equity: Large Cap
Launch Date: 01-10-2020
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.91% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,363.64 Cr As on (31-12-2025)
Turn over:
NAV (₹): 15.5812 ₹ -0.01 ( -0.0841%)
as on 14-01-2026
CAGR Since Inception - 8.79%
NIFTY 100 TRI - 0.04%

Fund Managers

FM - Ashwin Jain


Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

PERFORMANCE of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Scheme Performance (%) Data as on - 14-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) -6.96 4.28 5.07 - 8.79
NIFTY 100 TRI 11.76 14.34 13.51 14.45 0.04
Equity: Large Cap 9.44 14.89 13.07 13.27 13.1

RETURNS CALCULATOR for Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Large Cap Reg IDCW Reinv 01-10-2020 -6.96 -1.97 4.28 5.07 0.0
ICICI Pru Large Cap Fund Gr 05-05-2008 12.39 12.19 17.66 16.29 15.35
BAJAJ FINSERV LARGE CAP FUND Reg Gr 20-08-2024 11.96 0.0 0.0 0.0 0.0
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 11.84 13.39 17.45 0.0 0.0
Mirae Asset Large Cap Gr 01-04-2008 11.84 10.03 13.26 12.25 14.17
Bandhan Large Cap Reg Gr 09-06-2006 11.71 11.37 17.38 13.6 13.91
SBI Large Cap FUND Reg PLAN Gr 01-02-2006 11.6 10.5 14.58 13.49 13.38
Franklin India Large Cap Fund Gr 01-12-1993 11.27 11.39 15.25 13.02 12.43
ABSL Large Cap Fund Gr 05-08-2002 11.15 10.93 15.54 14.09 13.51
Groww Largecap Gr 10-02-2012 11.13 8.39 13.82 11.78 12.09

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)