| 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 | ₹1,029 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.9% |
| Infosys Ltd. | Technology | Equity | 8.4% |
| ICICI Bank Ltd. | Financial | Equity | 8.2% |
| HDFC Bank Ltd. | Financial | Equity | 8.2% |
| Bharti Airtel Ltd. | Communication | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.3% |
| HCL Technologies Ltd. | Technology | Equity | 5.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| Housing Development Finance Corpn. Ltd. | Financial | 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 ₹1,029 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.
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.
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.