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Sundaram Bluechip Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
  • NAV
    : ₹ 12.4899 -0.19%
    (as on 11th May, 2021)
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Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High

Fund has 98.31% investment in indian stocks of which 75.67% is in large cap stocks, 12.01% is in mid cap stocks, 0.74% in small cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

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Returns (NAV as on 11th May, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-May-21 10288.70 2.89% - 2.12% 9/35
1 Month 09-Apr-21 10053.70 0.54% - 1.05% 15/35
3 Month 11-Feb-21 9885.90 -1.14% - -0.72% 15/35
6 Month 11-Nov-20 11713.30 17.13% - 18.86% 17/34
YTD 01-Jan-21 10727.60 7.28% - 7.42% 11/35
Since Inception 01-Oct-20 12489.90 24.90% 44.13% 14.62% 1/35

SIP Returns (NAV as on 11th May, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found
 

Tax Treatment

Portfolio (Updated on 30th Apr,2021)

Equity Holding : 98.31% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.31%
No of Stocks : 47 (Category Avg - 44.88) | Large Cap Investments : 75.67%| Mid Cap Investments : 12.01% | Small Cap Investments : 0.74% | Other : 9.92%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Infosys Ltd. Computers - software 782.3 7.87% 0.00% 8.04% (Mar 2021) 0% (Apr 2020) 5.78 L 0.00
# ICICI Bank Ltd. Banks 761.3 7.65% 0.00% 7.77% (Jan 2021) 0% (Apr 2020) 12.68 L 34.77 k
# HDFC Bank Ltd. Banks 696.1 7.00% 0.00% 7.7% (Feb 2021) 0% (Apr 2020) 4.93 L 13.48 k
# Reliance Industries Ltd. Refineries/marketing 679.3 6.83% 0.00% 6.94% (Nov 2020) 0% (Apr 2020) 3.41 L 26.02 k
# Housing Development Finance Corporation Ltd. Housing finance 455.4 4.58% 0.00% 5.17% (Dec 2020) 0% (Apr 2020) 1.88 L 0.00
# Tata Consultancy Services Ltd. Computers - software 433.7 4.36% 0.00% 4.62% (Mar 2021) 0% (Apr 2020) 1.43 L 0.00
# Axis Bank Ltd. Banks 374.4 3.76% 0.00% 3.69% (Feb 2021) 0% (Apr 2020) 5.24 L 37.11 k
# Larsen & Toubro Ltd. Engineering, designing, construction 372.1 3.74% 0.00% 4.01% (Mar 2021) 0% (Apr 2020) 2.78 L 0.00
# State Bank Of India Banks 363.8 3.66% 0.00% 4.2% (Feb 2021) 0% (Apr 2020) 10.29 L 0.00
# Bharti Airtel Ltd. Telecom - services 353.8 3.56% 0.00% 3.84% (Feb 2021) 0% (Apr 2020) 6.59 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 1.15%
TREPS TREPS 0.47%
Reverse Repo Reverse Repo 0.06%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th April, 2021)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Bluechip Fund - Growth 4 5910.59 3.97 1.63 25.82 72.57 11.38
Nippon India Large Cap Fund - Growth 2 9828.19 1.79 -0.30 23.80 65.85 8.43
HDFC Top 100 Fund - Growth 1 18445.21 2.82 -0.58 23.22 63.72 9.59
SBI Blue Chip Fund - Regular Plan - Growth 4 26464.26 -0.12 -2.53 19.97 62.82 10.08
Tata Large Cap Fund - Regular Plan - Growth 2 895.97 1.89 -0.15 21.85 62.05 10.15
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth 2 19292.47 0.83 -1.00 18.92 61.30 9.27
ICICI Prudential Bluechip Fund - Growth 3 26082.64 2.10 -0.38 19.29 60.75 10.77
Kotak Bluechip Fund - Growth 5 2411.04 -0.47 -1.29 17.77 60.32 11.87
UTI Mastershare Unit Scheme - Growth 5 7734.48 0.26 -0.85 18.31 60.14 11.53
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth NA 108.26 2.57 1.06 23.09 59.84 0.00

More Funds from Sundaram Mutual Fund

Out of 62 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 2 is/are ranked 4 * , 6 is/are ranked 3 * , 4 is/are ranked 2 * , 2 is/are ranked 1 * , and 46 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Growth 1 6091.03 -1.20 1.39 27.92 67.44 3.56
Sundaram Money Fund - Regular Plan - Growth 3 3662.94 0.25 0.79 1.56 3.35 5.58
Sundaram Diversified Equity - Growth 2 2244.90 0.38 -0.12 21.94 62.75 5.65
Sundaram Equity Hybrid Fund - Growth 3 1662.55 1.09 0.81 16.65 41.08 10.24
Sundaram Large and Mid Cap Fund - Growth 3 1462.06 -1.02 -0.48 22.36 60.89 9.23
Sundaram Services Fund - Growth NA 1339.35 2.98 2.21 26.68 65.77 0.00
Sundaram Small Cap Fund - Growth 2 1310.65 3.58 14.64 42.95 106.78 3.57
Sundaram Rural and Consumption Fund - Growth 5 1269.40 -2.19 -2.58 14.01 44.77 4.18
Sundaram Select Focus - Growth 3 1198.20 0.41 -1.67 17.92 49.08 11.07
Sundaram Ultra Short Term Fund - Regular Plan - Growth 2 1080.94 0.26 0.66 1.17 3.35 0.00

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