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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Select Focus Fund Direct Growth

Sundaram Select Focus Fund Direct Growth

Equity
Focused
Very High Risk
18.04%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2021₹283.51
Min. SIP amount₹100
Rating5
Fund size₹1,353.89Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.7%18.0%18.5%13.4%
Category average48.0%13.9%14.2%NA
Rank with in category35204NA
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Holdings (30)

NameSectorInstrumentAssets
TechnologyEquity9.9%
FinancialEquity9.1%
FinancialEquity8.6%
ConstructionEquity6.2%
EnergyEquity6.0%
FinancialEquity5.5%
TechnologyEquity5.0%
FinancialEquity4.5%
TechnologyEquity4.5%
FinancialEquity4.4%
See All

Pros and cons

Category: Equity Focused

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.25%

Cons

1Y annualised returns lower than category average by 19.75%

Expense ratio, exit load and tax

Expense ratio: 1.25%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Bharath
Feb 2021 - Present
View details
Rahul Baijal
Oct 2016 - Present
View details

Fund house & investment objective

Fund house contact details

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