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 2021₹283.51
Min. SIP amountNot Supported
Rating5
Fund size₹1,353.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
TechnologyEquity9.89%
FinancialEquity9.06%
FinancialEquity8.61%
ConstructionEquity6.15%
EnergyEquity5.96%
FinancialEquity5.50%
TechnologyEquity5.04%
FinancialEquity4.49%
TechnologyEquity4.47%
FinancialEquity4.36%
FinancialEquity3.41%
CommunicationEquity3.16%
FMCGEquity2.94%
EnergyEquity2.78%
FinancialEquity2.17%
FMCGEquity1.91%
AutomobileEquity1.80%
ConstructionEquity1.74%
EnergyEquity1.64%
FMCGEquity1.48%
TechnologyEquity1.40%
HealthcareEquity1.39%
ChemicalsEquity1.11%
FinancialEquity1.06%
AutomobileEquity0.99%
FMCGEquity0.88%
HealthcareEquity0.86%
HealthcareEquity0.59%
HealthcareEquity0.52%
CommunicationPPE0.12%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.7%18.0%18.5%13.4%
Category average0.7%18.5%20.5%NA
Rank with in category35204NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
3.7%24.6%43,828.60
5
7.2%22.6%6,323.27
5
4.4%22.3%72,336.05
5
1.4%20.8%38,905.12
4
5.7%20.2%16,617.33

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 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.

Understand terms
Check past data

Fund management

Rahul Baijal
Oct 2016 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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