6M
All
Fund Details
Sundaram Bluechip Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.28% |
| NAV | ₹13.39 (17 Jun 2021) |
|---|---|
| Fund Started | 16 Sep 2020 |
| Fund Size | ₹1,074 Cr |
Comparison
Data not available
Pros
1. Lower expense ratio - 0.28%
Cons
1. Age is less than 5 years
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| Infosys Ltd. | Technology | Equity | 7.5% |
| HDFC Bank Ltd. | Financial | Equity | 7.0% |
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| State Bank of India | Financial | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.8% |
| Axis Bank Ltd. | Financial | Equity | 3.7% |
| HCL Technologies Ltd. | Technology | Equity | 2.3% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
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
S Bharath
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Funds Managed
Rahul Baijal
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.
Funds Managed
Rohit Seksaria
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed
Sundaram Bluechip Fund Direct Growth Details
Sundaram Bluechip Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 16 Sep 2020. S Krishnakumar is the Current Fund Manager of Sundaram Bluechip Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,074 Cr and the Latest NAV as of 17 Jun 2021 is ₹13.39.
The Sundaram Bluechip Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Investment Objective
The scheme seek to generate capital appreciation by investing in large cap stocks.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Scheme Information Document(SID)
₹100
Min for First Investment
₹100
Min for Second Investment
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Exit Load
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Sundaram Bluechip Fund Direct Growth
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About Sundaram Mutual Fund
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NASundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.com
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