EQUITY•LARGE CAP FUND
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment
3 Year return
9.64%
NAV on August 11, 2026
16.8733
1D Returns
+0.04%
Launched on September 2020(6 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
16.36%₹589
Total Value ₹4,189
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹3,062.98 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or switched out within 1 year from the date of allotment. - No exit Load If more than 25% of the units are redeemed or switched out within 1 year from the date of allotment - exit load of 1% of the applicable NAV For redemption or switched out after 1 year from the date of allotment - Nil.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Sundaram Mutual Fund Manager
AJ
Ashwin Jain
Fund Manager since Oct 2024
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Nippon India Large Cap Fund | 13.505% | 5 |
| Invesco India Largecap Fund | 15.6844% | 3.5 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 13.1771% | 5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth11.0184%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout11.0126%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment11.0126%
7.3208%
7.3208%
The Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is a large-cap equity fund managed by Sundaram Mutual Fund. Sundaram Select Focus has been merged with the Sundaram Bluechip and the new fund is renamed Sundaram Large Cap Fund.
The Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time.
The expense ratio of the Sundaram Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment is lower than the category average of large-cap stocks.
Investment Objectives of the Scheme
The fund seeks to achieve its investment objective by investing at least 80% of its assets in equity and equity-related instruments of large-cap companies in India. The fund may also invest in derivatives, debt securities, and money market instruments, but only to the extent necessary for hedging or liquidity management purposes.
Key Features of The Fund
5-year return
10.3039%
Expense Ratio
0.83%
Fund Manager
Ashwin Jain
Fund Size
₹3062.98 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This fund is suitable for investors who have a long-term investment horizon and are willing to take moderate risks. The fund is also suitable for investors who are looking for growth potential in the large-cap space.
However, it is important to remember that this is a sectoral fund and is subject to the risks associated with the healthcare sector. Investors should do their own research before investing in this fund.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | January 1996 |
| Address | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Reach Your Goals Faster with SIP
Many investors choose Systematic Investment Plans (SIPs) to invest in mutual funds. SIPs allow for disciplined investing by setting up a fixed amount to be invested regularly. This approach helps average out the cost per unit over time and reduces the impact of market volatility. To plan your SIP investment and estimate potential returns, try Angel One's free SIP investment calculator.
FAQs
What is today's NAV of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment on August 11, 2026, is ₹16.8733
What is the AUM of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment, is ₹3062.98 crore.
What is the expense ratio of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment is 0.83%
What are the returns of Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment since inception?
The Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment was launched on September 17, 2020. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment is ₹100.
How do I invest in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,189 in 3Y at 9.6415% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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