Sundaram Bluechip Fund - NFO closes on 30 September

A bluechip fund is a mutual fund that invests in stocks of companies with a proven record to generate returns. The latest among them is the Sundaram Bluechip Fund which is open from 17 to 30 September 2020. The scheme reopens for subscription/redemption on 14 October 2020. Here are its key details.

Investment objective

The open-ended scheme aims to generate capital appreciation by investing a majority of the assets under management in large-cap stocks. These include the top 100 listed companies in terms of full market capitalisation.

Click here to invest in this NFO

Asset allocation

Instrument	Indicative Allocations (% of total assets)		Risk Profile
	Minimum	Maximum
equity & equity-related securities of large cap stocks	80	100	High
Other equity	0	20	High
Investment in overseas securities / ADRs / GDRs*	0	20	High
Fixed Income and money market Instruments / Cash & Cash equivalents	0	20	Low-medium
Units issued by REITs/InVITs	0	10

*Global depositary receipt (GDR), American depositary receipt (ADR)

Scheme details

Name	Sundaram Bluechip Fund
Type	Open-ended equity scheme investing in large-cap stocks
Category	Large-cap fund
Investment objective	To seek over medium to long term capital growth through investments in large-cap stocks.
Benchmark	Nifty 100 TRI Index**
Entry/Exit Load	Entry: Nil Exit: - For redemption/switch-out within 12 months from the date of allotment - 1% - For redemption/switch-out on or after 12 months from the date of allotment - Nil
Plans	Regular and Direct
Fund managers	Rahul Baijal & S Krishnakumar (Equity) Dwijendra Srivastava (Fixed Income) Rohit Seksaria (Overseas securities)
Options (under each plan)	Growth & dividend (Payout & reinvestment)
Minimum application amount	₹100/– and multiples of ₹1/- thereafter
Additional application amount	₹100/- & multiples of ₹1/- thereafter
Maximum total expense ratio	Up to 2.25%

.**The Nifty 100 TRI index is a representation of the large-cap stocks in the market.

Click here to invest in this NFO

This product is suitable for investors who are seeking: Capital appreciation over medium-long term Investment in equity and equity-related securities of large cap companies.

Investors understand that their principal will be at Moderately High risk.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Note: The above information has been sourced from the Scheme Information Document provided by Sundaram Asset Management Company Limited. To read the entire document, click here.

---

Disclaimer
RKSV Securities India Private Limited (ARN/Distributor - 107930; brand name Upstox) is the distributor of the mutual fund. Please consult your investment advisor before investing.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.