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Unrated

Sundaram Bluechip Fund - Regular Plan


Equity: Large Cap

1 Lakh

Investment Grown to
₹ 1.34 Lakh

₹ 10000

Monthly SIP Grown to
₹ 1.35 Lakh

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.

Read more

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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 25.20 -0.17 -2.44 -2.95 1.03 12.36 33.73 -- -- -- --
S&P BSE 100 TRI 24.63 -0.01 -2.16 -3.00 2.87 11.75 34.46 -- -- -- --
Equity: Large Cap 24.15 -0.17 -2.21 -2.84 2.52 11.49 33.68 -- -- -- --
Rank within category 38 77 102 40 108 22 43 -- -- -- --
Number of funds in category 114 129 129 127 124 119 113 94 79 63 55

As on 29-Nov-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 33.73 -- -- 2.15% 1,280
Axis Bluechip Fund
5 star
Jan-10 28.67 19.51 19.62 1.64% 33,967
ICICI Prudential Bluechip Fund  | Invest Now
4 star
May-08 36.79 16.91 15.74 1.73% 31,082
Mirae Asset Large Cap Fund - Regular Plan  | Invest Online
5 star
Apr-08 33.04 16.91 17.02 1.59% 30,804
UTI Mastershare Fund - Regular Plan  | Invest Online
4 star
Oct-86 36.12 18.47 16.35 1.86% 9,726

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 -4.88 27-Oct-2021 - 26-Nov-2021
Quarter 22.81 15-Oct-2020 - 14-Jan-2021 -2.66 12-Feb-2021 - 14-May-2021
Year 56.23 16-Oct-2020 - 18-Oct-2021 34.21 26-Nov-2020 - 26-Nov-2021

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 100 TRI* 21.06 21.35 0.81 0.94 -- --
Equity: Large Cap* 19.45 21.48 0.77 0.89 0.95 -0.78
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-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 48
Top 10 Stocks (%) 53.32
Top 5 Stocks (%) 34.88
Top 3 Sectors (%) 63.99
Portfolio P/B Ratio 3.91
Portfolio P/E Ratio 28.24

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 2,70,035 2,96,890
Giant (%) 67.98 66.84
Large (%) 18.59 25.43
Mid (%) 13.43 10.09
Small (%) -- 1.89
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
equal ICICI Bank Financial 23.49 7.94 6.10 7.94
equal Infosys Technology 34.16 8.23 6.42 7.53
equal HDFC Bank Financial 24.31 7.70 6.39 7.52
up Reliance Industries Energy 31.61 6.94 5.21 6.88
equal State Bank of India Financial 14.47 5.25 1.59 5.01
up HDFC Financial 23.58 5.17 3.97 4.48
equal Larsen & Toubro Construction 28.37 4.01 2.35 3.83
equal Tata Consultancy Services Technology 35.40 4.62 2.71 3.79
equal Axis Bank Financial 19.96 3.92 1.44 3.51
equal HCL Technologies Technology 26.65 3.15 0.60 2.82
down MindTree Technology 53.24 2.96 0.51 2.75
equal Shriram Transport Finance Company Financial 15.51 2.53 0.60 2.53
equal Bajaj Finserv Financial 63.63 2.47 0.00 2.47
up Bharat Petroleum Corporation Energy 4.45 2.30 1.10 2.27
equal Bharti Airtel Communication 143.64 3.84 1.94 2.19
equal Ashok Leyland Automobile -- 1.97 0.00 1.97
up Kotak Mahindra Bank Financial 40.12 2.68 0.84 1.95
equal P&G Hygiene & Health Care FMCG 79.55 2.03 0.00 1.86
equal Hindustan Unilever FMCG 65.14 3.39 1.58 1.69
equal Ambuja Cements Construction 22.74 1.82 0.73 1.62
equal Astral Chemicals 83.17 1.68 0.00 1.59
down PI Industries Chemicals 56.64 2.11 0.00 1.58
down Gland Pharma Healthcare 53.00 2.93 0.00 1.57
down Indraprastha Gas Energy 23.13 2.42 0.00 1.57
equal United Spirits FMCG 76.73 1.46 0.00 1.46

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-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:


-0.17%

Change from previous, NAV as on 29-Nov-2021

Growth: ₹ 14.5377

IDCW: ₹ 14.0351


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 6
Minimum Withdrawal (₹) 100
Minimum Balance (₹) --
Lock-in Period Not Applicable
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 08-Oct-2020
Return Since Launch: 38.75%
Benchmark: NIFTY 100 TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 1,280 Cr (As on 31-Oct-2021)
Expense: 2.15% (As on 31-Oct-2021)
Risk Grade: --
Return Grade: --
Turnover: 74.00%

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW08-Oct-20210.5240

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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