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Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 62/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.4%
- Expense ratio (20%)0.87%
- AUM (15%)₹3,056 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Large Cap
₹22.22
AUM: ₹3,055 Cr
NAV updated 16 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.87%
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
S Krishnakumar
Inception
Oct 2020
Benchmark
NIFTY 100 Total Return Index
Sharpe Ratio
-0.96
Std Dev (1Y)
15.05%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.38%
3m
+3.18%
6m
-0.04%
1y
-1.83%
3y
+7.4%
5y
+7.92%
10y
+12.25%
since inception
+8.42%
TopFund's Take on Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) sits in the middle of the pack for Large Cap funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 0.87%, the expense ratio runs 45% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.96 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.05% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹22.22. NAV is updated every business day after market close by AMFI.
1Y: -1.83% · 3Y CAGR: 7.4% · 5Y CAGR: 7.92%
The expense ratio of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is 0.87% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar at Sundaram Mutual Fund.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹3,056 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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