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EQUITY•LARGE CAP FUND

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

3 Year return

12.45%
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
21.72%₹782
Total Value ₹4,382

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 Reinvestment of IDCW Reinvestment

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
15.5459%
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 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

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.

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

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.
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ENTER AMOUNT

₹
₹4,382 in 3Y at 12.4455% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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