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How to Pick Mutual Funds That Beat the Market

  Smart Strategies for Investing in Mutual Funds: A Guide to Maximising Your Returns One of the most well-liked investing options for people looking for expert management and diversification without having to choose individual equities is a mutual fund. One of the easiest ways for people to accumulate wealth over time is through mutual fund investments. Mutual funds combine the capital of numerous individuals to invest in a diverse portfolio of stocks, bonds, and other securities, in contrast to direct stock market investing, which necessitates considerable time, study, and risk tolerance. Mutual funds are a well-liked option for both new and experienced investors due to their expert management and diversification. But merely investing in a mutual fund and crossing your fingers seldom yields the best outcomes. A comprehensive approach that matches the appropriate fund selection and management strategies with your financial objectives, risk tolerance, and investment timeline is nece...
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NFO News - Sundaram Mutual Fund's new fund offering "Sundaram Bluechip Fund"

 

NFO News - Sundaram Mutual Fund's new fund offering "Sundaram Bluechip Fund"


Sundaram Asset Management Company Limited has announced the launch of Sundaram Bluechip Fund on September 14, 2020. The New Fund Offer (NFO) is an open-ended equity scheme that will primarily invest in large-cap bluechip shares. The NFO will open for subscription on September 17, 2020, and will close on 30 September 2020. The scheme will reopen for ongoing subscription and redemption on October 14, 2020.

 

This NFO scheme will invest in a 45-50 growth and diversified large-cap portfolio of value shares without any sector bias. The process of stock selection will be based on a three-pronged framework of quality - of management, business model and financials. NFO's portfolio will be built on a mix of bottom-up stock picking with top-down selection based on sector and macro trends. The NFO Fund stated that up to 20% of assets can be invested in mid-cap.

 

“Bluechips are high-quality companies that are usually large and have the stability and agility to perform in market cycles. They are usually well-known companies, acting as established industry leaders with strong processes and clear competitive advantages. The challenging economic conditions that have arisen due to the COVID-19 epidemic have increased the importance of reducing volatility in the equity investor's a portfolio without leaving the possibility of inflation-beating returns

 

He said that the prospects of long-term growth for India and our demographic are very positive in terms of dividend and China's growing business opportunities. Foreign institutional investors are expected to continue investing in our markets even further, leading to stability in the large-cap space, he said.

 

The fund of Sundaram Bluechip Fund will be managed by Rahul Baijal, Senior Fund Manager - Equity, and S Krishnakumar, CIO / Equity. The benchmark Nifty 100 TRI index has been considered as the basis for the scheme. The initial NAV is priced at Rs. will be issued from 10 per unit.

 

Basic Details of NFO

 

Company Name

Sundaram Asset Management Company Limited

Scheme Name

Sundaram Bluechip Fund - Regular (G)

Fund Manager

Rahul Baijal

Minimum Investment (Rs)

100

Investment objective

The scheme seeks to generate capital appreciation by investing in large-cap stocks.

Entry Load %

 Nil

Exit Load %

 1% - If redemption within 12 months from the date of allotment Nil - If redemption on after 12 months from the date of allotment.

Option Type

 Growth

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