Sundaram Large Cap Fund (Formerly Known As Sundaram Blue Chip Fund) Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 0.64
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: Nifty 100 TRI
Inception: 17-09-2020
Exit Load: Nil
Fund Size:₹3,371.87 Cr
Performance
1Y
Fund-11.09%
Cat. Avg.-4.85%
2Y
Fund-8.91%
Cat. Avg.-1.34%
3Y
Fund1.27%
Cat. Avg.9.56%
5Y
Fund0.99%
Cat. Avg.7.83%
10Y
FundN/A
Cat. Avg.12.01%
SI
Fund8.09%
Cat. Avg.10.59%
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.
No available Data
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58682 | -2.2% | -4.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.3% | -6.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.67 L. | -7.3% | -5.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.01 L. | +0.2% | +0.1% |
| SI | 09 Nov, 20 | 3.60 L. | 3.75 L. | +4.3% | +1.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 88914 | -11.1% | -11.1% |
| 2Y | 16 Oct, 24 | 1 L. | 82974 | -17.0% | -8.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.04 L. | +3.9% | +1.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.04 L. | +4.4% | +0.9% |
| SI | 12 Oct, 20 | 1 L. | 1.60 L. | +59.7% | +8.1% |
SIP Calculator
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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.