Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ monitor_heart Health Score: 67/100 · GoodSundaram Mutual Fund · Equity · Large Cap
₹14.85
AUM: ₹3,062 Cr
NAV updated 11 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.81%
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
-1.01
Std Dev (1Y)
15.08%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.1%
3m
+2.78%
6m
-2.87%
1y
-0.84%
3y
+9.44%
5y
+10.4%
10y
+12.96%
since inception
+7.37%
rate_review TopFund's Take on Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.81%, the expense ratio is roughly in line with the Large Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.01 — 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 15.08% is fairly typical for actively managed equity 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
SBI Nifty50 Equal Weight Index Fund - Direct Plan - Growth
SBI Mutual Fund
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth
ICICI Prudential Mutual Fund
DSP Large Cap Fund - Direct Plan - Growth
DSP Mutual Fund
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth
DSP Mutual Fund
Invesco India Largecap Fund - Direct Plan - Growth
Invesco Mutual Fund
HDFC Nifty100 Quality 30 Index Fund - Direct Plan
HDFC Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular 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) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹14.85. NAV is updated every business day after market close by AMFI.
1Y: -0.84% · 3Y CAGR: 9.44% · 5Y CAGR: 10.4%
The expense ratio is 0.81% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular 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) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular 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.
The Assets Under Management (AUM) of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹3,063 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.