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MF_148507

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth

Equity Scheme - Large Cap Fund

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End Amount
₹21,809.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.75%
MF_148507 Return
Benchmark CAGR
12.82%
Nifty 50
Inflation Adj. CAGR
8.55%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
1.00
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 55% 7% 10%
60 days 55% 6% 5%
90 days 58% 5% 4%
180 days 58% 4% 2%
1Yr 66% 2% 2%
3Yr 84% 1% 0%
5Yr 97% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth Nifty 50
30 days 9.4% | -54.7% | 15.2% | 165.2% 26.6% | -55.6% | 11.9% | 180.2%
60 days -25.1% | -39.3% | 13.4% | 107.6% -23.0% | -41.0% | 13.0% | 110.9%
90 days -23.9% | -31.3% | 14.3% | 79.5% -25.0% | -31.0% | 13.5% | 80.5%
1 Year -6.1% | -4.3% | 9.0% | 36.9% -10.0% | -6.5% | 9.9% | 34.5%
3 Years 8.1% | 7.1% | 14.1% | 19.9% 7.7% | 6.6% | 13.9% | 18.7%
5 Years 7.0% | 6.6% | 11.5% | 18.3% 6.4% | 5.8% | 11.0% | 18.3%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 12223 11442 12267
Feb. 15, 2021 May 22, 2021 96 days 6% Nifty 50: 6% 12851 12073 12881
Oct. 18, 2021 Jan. 13, 2022 87 days 9% Nifty 50: 10% 15849 14467 15863
Jan. 17, 2022 Oct. 29, 2022 285 days 16% Nifty 50: 16% 15892 13323 15906
Dec. 1, 2022 June 14, 2023 195 days 10% Nifty 50: 10% 16564 14895 16575
Sept. 15, 2023 Nov. 30, 2023 76 days 6% Nifty 50: 7% 18200 17040 18264
Sept. 26, 2024 Oct. 30, 2026 764 days 15% Nifty 50: 15% 23991 20312 21810