| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.52% |
| NAV | ₹14.92 (17 Dec 2019) |
|---|---|
| Fund Started | 20 Aug 2010 |
| Fund Size | ₹977 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.7% |
| HDFC Bank Ltd. | Financial | Equity | 8.5% |
| Bharti Airtel Ltd. | Communication | Equity | 8.4% |
| ICICI Bank Ltd. | Financial | Equity | 6.8% |
| Infosys Ltd. | Technology | Equity | 6.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.9% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 4.5% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.0% |
Sundaram Select Focus Fund Institutional Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 20 Aug 2010. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Institutional Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹977 Cr and the Latest NAV as of 17 Dec 2019 is ₹14.92.
The Sundaram Select Focus Fund Institutional Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
To achieve capital appreciation by investing in a very few select stocks.
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.