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EQUITY•LARGE CAP FUND

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Payout of IDCW Payout

3 Year return

4.73%
NAV on December 12, 2025
16.9093
1D Returns
+0.08%
Launched on September 2020(5 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
7.64%₹275
Total Value ₹3,875

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹3,358.25 Cr.
Expense Ratio
0.64% (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

ARQ Rating
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

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Nippon India Large Cap Fund19.0421%
5
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)17.8559%
5
HDFC Large Cap Fund15.4625%
3.5

About Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Payout of IDCW Payout

Sundaram Large Cap Fund Direct Plan Payout of IDCW Payout is a mutual fund investment scheme is offered by Sundaram Mutual Fund. The Sundaram Large Cap Fund falls under the "Equity - Large Cap" category. This category signifies that the fund primarily focuses on investments in large-cap companies, which are typically well-established and have a strong market presence. The Sundaram Large Cap Fund is an open-ended fund, allowing you to buy and sell units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns over the long term.

Investment Objectives of the Scheme

The fund's main objective is to provide long-term capital appreciation by investing primarily in a portfolio of large-cap stocks. The fund aims to benefit from the potential growth opportunities offered by established companies with a significant market capitalisation.

Key Features of The Fund

5-year return
8.401%
Expense Ratio
0.64%
Fund Manager
Ashwin Jain
Fund Size
₹3358.25 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund could be suitable for investors seeking exposure to stable and well-established companies within their investment portfolio. If you're interested in capturing growth potential while aiming for relative stability, the Sundaram Large Cap Fund might align with your investment preferences. It's particularly relevant for those who have a moderate risk tolerance and a longer investment horizon.

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

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 null on December 12, 2025, is ₹16.9093
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 null, is ₹3358.25 crore.
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 null is 0.64%
The null was launched on September 17, 2020. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹3,875 in 3Y at 4.7344% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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