Sundaram Large Cap Fund

Formerly known as Sundaram Bluechip Fund

An open-ended equity scheme predominantly investing in large cap stocks

(Sundaram Select Focus has merged into Sundaram Bluechip Fund and the surviving scheme has been renamed)

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About This Fund

Invests in a 45-50 stock portfolio diversified across sectors and stocks, at least 80% in large cap stocks (top 100 companies by market capitalization)
Focuses on a three-pronged Bluechip Quality Framework - Quality of management, Quality of business model, Quality of financials
Portfolio construction is based on bottom-up fundamental stock picking and is a blend of growth and value stocks.
Companies in the portfolio have strong processes and systems that come with scale and size.

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Invests in a 45-50 stock portfolio diversified across sectors and stocks, at least 80% in large cap stocks (top 100 companies by market capitalization)
Focuses on a three-pronged Bluechip Quality Framework - Quality of management, Quality of business model, Quality of financials
Portfolio construction is based on bottom-up fundamental stock picking and is a blend of growth and value stocks.
Companies in the portfolio have strong processes and systems that come with scale and size.

Ideal For

Capital appreciation over medium to long term
Investment in equity and equity-related securities of large cap companies

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- If up to 25% of the units invested are redeemed/ withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Nil
- If more than 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.
- For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information