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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 8.32 0.70 -0.51 6.64 16.75 -- -- -- -- -- --
S&P BSE 100 TRI 8.48 0.77 -0.17 6.27 18.33 -- -- -- -- -- --
Equity: Large Cap 7.96 0.69 -0.40 5.89 17.50 -- -- -- -- -- --
Rank within category 27 66 86 25 79 -- -- -- -- -- --
Number of funds in category 119 120 119 119 118 115 112 92 76 63 53

As on 25-Feb-2021

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 -- -- -- 2.32 878
Axis Bluechip Fund
5 star
Jan-10 20.51 16.78 18.82 1.77 21,868
Mirae Asset Large Cap Fund - Regular Plan  | Invest Online
5 star
Apr-08 26.47 12.77 19.39 1.64 21,746
UTI Nifty Index Fund - Regular Plan  | Invest Online
4 star
Mar-00 28.80 13.89 17.74 0.14 3,097
HDFC Index Fund Nifty 50 Plan  | Invest Online
4 star
Jul-02 28.38 13.68 17.55 0.30 2,343

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 9.17 29-Jan-2021 - 05-Feb-2021 -4.79 21-Jan-2021 - 28-Jan-2021
Month 10.75 30-Oct-2020 - 01-Dec-2020 -1.89 30-Dec-2020 - 29-Jan-2021
Quarter 22.81 15-Oct-2020 - 14-Jan-2021 15.12 30-Oct-2020 - 29-Jan-2021
Year -- - -- -

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 100 TRI* 10.16 22.19 0.25 0.30 -- --
Equity: Large Cap* 9.20 21.52 0.21 0.26 0.95 -0.70
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-Jan-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 49
Top 10 Stocks (%) 51.46
Top 5 Stocks (%) 33.89
Top 3 Sectors (%) 64.61
Portfolio P/B Ratio 2.95
Portfolio P/E Ratio 27.43

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 2,19,556 2,44,251
Giant (%) 70.65 66.60
Large (%) 16.99 25.42
Mid (%) 12.36 10.37
Small (%) -- 2.18
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
up ICICI Bank Financial 27.85 7.77 6.10 7.77
up Infosys Technology 28.70 7.61 6.42 7.61
up HDFC Bank Financial 27.47 7.59 6.39 7.59
equal Reliance Industries Energy 33.48 6.94 5.98 6.06
equal HDFC Financial 26.28 5.17 3.98 4.86
up Tata Consultancy Services Technology 35.04 4.59 2.71 4.59
up Bharti Airtel Communication -- 3.34 2.33 3.34
equal State Bank of India Financial 15.12 3.31 1.59 3.31
equal Axis Bank Financial 74.78 3.30 1.44 3.30
equal Larsen & Toubro Construction 17.69 3.03 2.35 3.03
up HCL Technologies Technology 18.77 2.74 0.60 2.74
equal Hindustan Unilever FMCG 68.72 3.39 2.62 2.62
equal Kotak Mahindra Bank Financial 38.23 2.68 2.20 2.20
up Tata Steel Metals -- 1.94 0.00 1.94
equal BPCL Energy 24.35 2.02 1.10 1.90
equal ITC FMCG 19.02 1.68 1.61 1.61
equal MindTree Technology 26.41 1.60 0.51 1.60
equal Maruti Suzuki India Automobile 46.46 1.46 0.60 1.37
equal Whirlpool Cons Durable 97.07 1.38 0.44 1.35
up Mahindra & Mahindra Automobile -- 1.34 0.51 1.30
equal Indraprastha Gas Energy 32.23 1.28 0.00 1.28
equal Sun Pharmaceutical Inds. Healthcare 60.93 1.27 1.22 1.27
equal Federal Bank Financial 11.26 1.25 0.00 1.25
equal Bajaj Finserv Financial 42.06 1.19 0.00 1.18
equal Ambuja Cements Construction 23.39 1.15 0.73 1.14

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-Jan-2021

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:


0.70%

Change from previous, NAV as on 25-Feb-2021

Growth: ₹ 12.5768

Dividend: ₹ 12.5761


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 (₹) --
Lock-in Period Not Applicable
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 08-Oct-2020
Return Since Launch: 25.77%
Benchmark: NIFTY 100 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 878 Cr (As on 31-Jan-2021)
Expense: 2.32% (As on 31-Jan-2021)
Risk Grade: --
Return Grade: --
Turnover: 57.00%

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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