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Unrated

Sundaram Bluechip Fund - Regular Plan


Equity: Large Cap

Suitability:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -- 0.72 1.57 8.72 -- -- -- -- -- -- --
S&P BSE 100 TRI -- 1.05 1.77 10.62 -- -- -- -- -- -- --
Equity: Large Cap -- 0.97 1.76 10.36 -- -- -- -- -- -- --
Rank within category -- 112 82 104 -- -- -- -- -- -- --
Number of funds in category 111 117 117 117 115 114 109 91 72 63 53

As on 26-Nov-2020

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Sundaram Bluechip Fund - Regular Plan
Unrated
Oct-20 -- -- -- 2.39 708
ICICI Prudential Bluechip Fund  | Invest Now
4 star
May-08 6.59 5.26 10.34 1.72 23,486
Mirae Asset Large Cap Fund - Regular Plan  | Invest Online
5 star
Apr-08 7.29 6.70 12.58 1.67 18,999
Axis Bluechip Fund
5 star
Jan-10 12.30 12.85 13.41 1.69 18,283
UTI Nifty Index Fund - Regular Plan  | Invest Online
4 star
Mar-00 8.43 8.66 11.46 0.14 2,853

Best & Worst Performance

Best (Period) Worst (Period)
Week 5.78 (04-Nov-2020 - 11-Nov-2020) -1.53 (23-Oct-2020 - 30-Oct-2020)
Month 8.11 (19-Oct-2020 - 18-Nov-2020) 6.06 (13-Oct-2020 - 12-Nov-2020)
Quarter -- ( - ) -- ( - )
Year -- ( - ) -- ( - )

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 100 TRI* 6.37 20.90 0.07 0.08 -- --
Equity: Large Cap* 5.78 20.26 0.04 0.05 0.95 -0.52
Rank within category -- -- -- -- -- --
Number of funds in category -- -- -- -- -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on

* As on 31-Oct-2020

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 42
Top 10 Stocks (%) 42.14
Top 5 Stocks (%) 28.87
Top 3 Sectors (%) 33.92
Portfolio P/B Ratio 2.66
Portfolio P/E Ratio 23.15

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 2,49,149 2,21,815
Giant (%) 79.72 65.55
Large (%) 14.78 25.13
Mid (%) 5.50 10.22
Small (%) -- 2.58
Tiny (%) -- --

Value Research Fund Style

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
new Infosys Technology 26.57 6.42 6.42 6.42
new HDFC Bank Financial 26.56 6.39 6.39 6.39
new ICICI Bank Financial 23.56 6.10 6.10 6.10
new Reliance Industries Energy 32.39 5.98 5.98 5.98
new HDFC Financial 24.92 3.98 3.98 3.98
new Tata Consultancy Services Technology 33.31 3.05 3.05 3.05
new Hindustan Unilever FMCG 72.18 2.93 2.93 2.93
new Bharti Airtel Communication -- 2.47 2.47 2.47
new Kotak Mahindra Bank Financial 41.33 2.46 2.46 2.46
new Larsen & Toubro Construction 13.82 2.35 2.35 2.35
new ITC FMCG 17.48 1.62 1.62 1.62
new State Bank of India Financial 9.34 1.59 1.59 1.59
new Axis Bank Financial 52.84 1.44 1.44 1.44
new Sun Pharmaceutical Inds. Healthcare 83.47 1.25 1.25 1.25
new Ultratech Cement Construction 23.30 1.10 1.10 1.10
new BPCL Energy 19.40 1.10 1.10 1.10
new NTPC Energy 14.87 1.00 1.00 1.00
new Indusind Bank Financial 23.01 0.99 0.99 0.99
new Dabur India FMCG 59.31 0.79 0.79 0.79
new Hero Motocorp Automobile 23.93 0.79 0.79 0.79
new HDFC Life Insurance Financial 99.51 0.75 0.75 0.75
new SRF Diversified 29.47 0.74 0.74 0.74
new Ambuja Cements Construction 23.26 0.73 0.73 0.73
new Cipla Healthcare 32.34 0.71 0.71 0.71
new Bajaj Finance Financial 64.80 0.70 0.70 0.70

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 31-Oct-2020

Fund Manager

— Rahul Baijal since 17-Sep-2020

Education: Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering

Experience: Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.

Interviews:

Funds Managed:

— S Krishnakumar since 17-Sep-2020

Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.

Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.

Interviews:

Funds Managed:

— Dwijendra Srivastava since 17-Sep-2020

Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Funds Managed:


0.72%

Change from previous, NAV as on 26-Nov-2020

Growth: ₹ 10.8500

Dividend: ₹ 10.8494


Investment Strategy

The scheme seek to generate capital appreciation by investing in large cap stocks.

Investment Details

Minimum Investment (₹) 100
Minimum Addl Investment (₹) 100
Minimum SIP Investment (₹) 100
Minimum No of Cheques 20
Minimum Withdrawal (₹) 100
Minimum Balance (₹) --
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 08-Oct-2020
Return Since Launch: 8.50%
Benchmark: NIFTY 100 TRI
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ 708 Cr (As on 31-Oct-2020)
Expense: 2.39% (As on 31-Oct-2020)
Risk Grade: --
Return Grade: --
Turnover: 17.00%

Contact Information

AMC: Sundaram Asset Management Company Ltd

Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014

Phone: 1860-425-7237

Email: [email protected]

Website: http://www.sundarammutual.com

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com

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