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-5.80%
Cat. Avg.-5.88%
2Y
Fund-3.42%
Cat. Avg.-2.45%
3Y
Fund5.89%
Cat. Avg.8.35%
5Y
Fund5.50%
Cat. Avg.6.72%
10Y
FundN/A
Cat. Avg.10.93%
SI
Fund12.38%
Cat. Avg.9.49%
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 Nov, 25 | 60000 | 58341 | -2.8% | -5.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.5% | -2.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.79 L. | -0.5% | -0.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.40 L. | +13.2% | +5.0% |
| SI | 09 Nov, 20 | 3.60 L. | 4.35 L. | +20.9% | +6.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94201 | -5.8% | -5.8% |
| 2Y | 16 Oct, 24 | 1 L. | 93277 | -6.7% | -3.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.19 L. | +18.7% | +5.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.30 L. | +29.9% | +5.4% |
| SI | 12 Oct, 20 | 1 L. | 2.02 L. | +101.7% | +12.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.