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Sundaram Select Focus Fund Direct Growth+0.89%

17.42%
1 Year Return
Equity
Focused
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Select Focus Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.34%
NAV₹240.76 (20 Jan 2021)
Fund Started02 Jan 2013
Fund Size1,185 Cr

Fund Overview

Quick overview of Sundaram Select Focus Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.4%
11.2%
16.0%
12.7%
Category Average
19.8%
9.7%
15.1%
-
Rank Within Category
55
20
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 17.4% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity10.1%
HDFC Bank Ltd.FinancialEquity10.0%
Infosys Ltd.TechnologyEquity8.4%
Reliance Industries Ltd.EnergyEquity7.0%
Bharti Airtel Ltd.CommunicationEquity5.4%
Tata Consultancy Services Ltd.TechnologyEquity5.2%
Larsen & Toubro Ltd.ConstructionEquity4.7%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
HCL Technologies Ltd.TechnologyEquity4.6%
Hindustan Unilever Ltd.FMCGEquity4.0%
See All

Fund Managers

Rahul Baijal
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Sundaram Select Focus Fund Direct Growth Details

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 02 Jan 2013. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,185 Cr and the Latest NAV as of 20 Jan 2021 is ₹240.76.

The Sundaram Select Focus Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 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.

Tax Implications

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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