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
Dividends
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| 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
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Sundaram Bluechip Fund - Regular Plan | Oct-20 | -- | -- | -- | 2.39 | 708 | |
| ICICI Prudential Bluechip Fund | Invest Now |  |
May-08 | 6.59 | 5.26 | 10.34 | 1.72 | 23,486 |
| Mirae Asset Large Cap Fund - Regular Plan | Invest Online |  |
Apr-08 | 7.29 | 6.70 | 12.58 | 1.67 | 18,999 |
| Axis Bluechip Fund | |
Jan-10 | 12.30 | 12.85 | 13.41 | 1.69 | 18,283 |
| UTI Nifty Index Fund - Regular Plan | Invest Online | |
Mar-00 | 8.43 | 8.66 | 11.46 | 0.14 | 2,853 |
| 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 | -- ( - ) | -- ( - ) |
| 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
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| 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 |
| 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 (%) | -- | -- |
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Infosys | Technology | 26.57 | 6.42 | 6.42 | 6.42 |
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HDFC Bank | Financial | 26.56 | 6.39 | 6.39 | 6.39 |
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ICICI Bank | Financial | 23.56 | 6.10 | 6.10 | 6.10 |
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Reliance Industries | Energy | 32.39 | 5.98 | 5.98 | 5.98 |
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HDFC | Financial | 24.92 | 3.98 | 3.98 | 3.98 |
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Tata Consultancy Services | Technology | 33.31 | 3.05 | 3.05 | 3.05 |
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Hindustan Unilever | FMCG | 72.18 | 2.93 | 2.93 | 2.93 |
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Bharti Airtel | Communication | -- | 2.47 | 2.47 | 2.47 |
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Kotak Mahindra Bank | Financial | 41.33 | 2.46 | 2.46 | 2.46 |
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Larsen & Toubro | Construction | 13.82 | 2.35 | 2.35 | 2.35 |
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ITC | FMCG | 17.48 | 1.62 | 1.62 | 1.62 |
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State Bank of India | Financial | 9.34 | 1.59 | 1.59 | 1.59 |
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Axis Bank | Financial | 52.84 | 1.44 | 1.44 | 1.44 |
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Sun Pharmaceutical Inds. | Healthcare | 83.47 | 1.25 | 1.25 | 1.25 |
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Ultratech Cement | Construction | 23.30 | 1.10 | 1.10 | 1.10 |
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BPCL | Energy | 19.40 | 1.10 | 1.10 | 1.10 |
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NTPC | Energy | 14.87 | 1.00 | 1.00 | 1.00 |
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Indusind Bank | Financial | 23.01 | 0.99 | 0.99 | 0.99 |
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Dabur India | FMCG | 59.31 | 0.79 | 0.79 | 0.79 |
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Hero Motocorp | Automobile | 23.93 | 0.79 | 0.79 | 0.79 |
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HDFC Life Insurance | Financial | 99.51 | 0.75 | 0.75 | 0.75 |
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SRF | Diversified | 29.47 | 0.74 | 0.74 | 0.74 |
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Ambuja Cements | Construction | 23.26 | 0.73 | 0.73 | 0.73 |
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Cipla | Healthcare | 32.34 | 0.71 | 0.71 | 0.71 |
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Bajaj Finance | Financial | 64.80 | 0.70 | 0.70 | 0.70 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2020
— 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:
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The scheme seek to generate capital appreciation by investing in large cap stocks.
| 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 |
| 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% |
Fund News - 29-Sep-2020
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
Friday, 27-Nov-2020
12:30 PM - 01:00 PM