• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A)

Formerly Sundaram Bluechip Reg DR

Sundaram Mutual Fund

Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A)

EquityLarge Cap

Top Ranked

14.0588

NAV (Nov 26)

43.2%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

1,280 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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Historical NAV

14.0588

NAV (Nov 26)

Fund Returns

Last 1Y

39.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

43.2%

6 Month CAGR

17.6%

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Scheme Information

Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.15

Launched (1y ago)

Oct 08, 2020

AUM in Crores

1279.842

ISIN

INF903JA1JB2

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Rahul Baijal

Fund Manager

user-avatar

S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,660 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.5%

    12.4%

    5.2%

    7.5%

    4.6%

    5.5%

    4.6%

    5.5%

    5.7%

    6.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

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    About Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    About Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 43.2% over a period of 1 years. The fund was previously known as Sundaram Bluechip Reg DR . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rahul Baijal, S. Bharath

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) Investment Objective

    The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

    The Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Oct 08, 2020. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-11-26 is ₹14.06. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹1279.842. The category risk of the Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 2.15 % as expense ratio.

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.6% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , reliance industries ltd , state bank of india , housing development finance corp ltd , larsen & toubro ltd , tata consultancy services ltd , axis bank ltd , hcl technologies ltd , mindtree ltd , bajaj finserv ltd , shriram transport finance co ltd , bharat petroleum corp ltd , bharti airtel ltd , ashok leyland ltd , kotak mahindra bank ltd , procter & gamble hygiene and health care ltd , hindustan unilever ltd , ambuja cements ltd , astral ltd , pi industries ltd , indraprastha gas ltd , gland pharma ltd , united spirits ltd , apollo hospitals enterprise ltd , varun beverages ltd , ultratech cement ltd , tata consumer products ltd , divi's laboratories ltd , sun pharmaceuticals industries ltd , motherson sumi systems ltd , cash and other net current assets , dabur india ltd , sbi life insurance company limited , hindalco industries ltd , adani ports & special economic zone ltd , bajaj finance ltd , titan co ltd , zee entertainment enterprises ltd , maruti suzuki india ltd , tata steel ltd , cipla ltd , mahindra & mahindra ltd , icici lombard general insurance co ltd , fsn e–commerce ventures ltd(nykaa) , indusind bank ltd , whirlpool of india ltd , hdfc life insurance company limited , treps , share application money pending allotment , bharti airtel ltd - partially paid right shares , reverse repo

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) Review

    Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Bluechip Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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