Sundaram Select Focus Fund Direct Growth

Sundaram Select Focus Fund Direct Growth

Equity
Large Cap
Very High Risk
+18.04%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec '21
₹283.51
Min. SIP amount
Not Supported
Fund size
₹1,353.89 Cr
Expense ratio
1.25%

Holdings (30)

NameSectorInstrumentsAssets
Infosys Ltd.TechnologyEquity9.89%
ICICI Bank Ltd.FinancialEquity9.06%
HDFC Bank Ltd.FinancialEquity8.61%
Larsen & Toubro Ltd.ConstructionEquity6.15%
Reliance Industries Ltd.EnergyEquity5.96%
State Bank of IndiaFinancialEquity5.50%
Tata Consultancy Services Ltd.TechnologyEquity5.04%
Housing Development Finance Corpn. Ltd.FinancialEquity4.49%
HCL Technologies Ltd.TechnologyEquity4.47%
Axis Bank Ltd.FinancialEquity4.36%
Bajaj Finserv Ltd.FinancialEquity3.41%
Bharti Airtel Ltd.CommunicationEquity3.16%
Varun Beverages Ltd.FMCGEquity2.94%
Bharat Petroleum Corporation Ltd.EnergyEquity2.78%
Shriram Transport Finance Company Ltd.FinancialEquity2.17%
Hindustan Unilever Ltd.FMCGEquity1.91%
Ashok Leyland Ltd.AutomobileEquity1.80%
Ultratech Cement Ltd.ConstructionEquity1.74%
Indraprastha Gas Ltd.EnergyEquity1.64%
Tata Consumer Products Ltd.FMCGEquity1.48%
MindTree Ltd.TechnologyEquity1.40%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.39%
PI Industries Ltd.ChemicalsEquity1.11%
Kotak Mahindra Bank Ltd.FinancialEquity1.06%
Motherson Sumi Systems Ltd.AutomobileEquity0.99%
Dabur India Ltd.FMCGEquity0.88%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.86%
Cipla Ltd.HealthcareEquity0.59%
Divi's Laboratories Ltd.HealthcareEquity0.52%
Bharti Airtel Ltd. Partly Paid EquityCommunicationPPE0.12%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+25.7%+18.0%+18.5%+13.4%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)35204--

Exit load, stamp duty and tax

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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About Sundaram Select Focus Fund Direct Growth

Sundaram Select Focus Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 24 Dec 2021 is ₹283.51. The Sundaram Select Focus Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. ;

Investment Objective

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,