Sundaram Select Focus Fund Direct Growth

Sundaram Select Focus Fund Direct Growth

+18.04%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec '21
₹283.51
Min. for SIP
--
Fund size (AUM)
₹1,353.89 Cr
Expense ratio
--
Rating
5

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
--
Min. for 2nd investment
--
Min. for SIP
--

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

Compare similar funds

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 ₹77,566 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₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,