SUNDARAM BLUE CHIP FUND
The Sundaram blue chip fund is an open-ended fund which invest in large cap funds for the capital appreciation of the fund. The scheme captures different instruments to invest like corporate bonds, derivatives, overseas securities which will depends on the market conditions.
Objective: The primary objective of the scheme is to provide capital appreciation by investing in large cap stocks. The scheme is permitted to invest upto 50% in equity derivatives. It may also invest some part in corporate bonds and ADR’s/ GDR’s/overseas securities upto 20% of the net assets in order to meet liquidity requirements from time to time.
ALLOCATION OF ASSETS:
INVESTMENT STRATEGY: This fund provide the investors an opportunity to invest in large cap securities. A well-diversified portfolio including derivatives, overseas securities and corporate bonds are included on the basis of quantitative and qualitative analysis. The analysis also included the past performances and futures anticipation of the company.
FUND MANAGER: Four fund manager’s working together on this mutual fund. Rahul Baijal and S. Krishnakumar both are dedicated to equity, Dwijendra Shrivastava is dedicated to fixed income and Rohit Seksaria is dedicated to investments in overseas securities.