Fund Details
Sundaram Select Focus Fund Institutional Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.41% |
| NAV | ₹14.92 (17 Dec 2019) |
|---|---|
| Fund Started | 20 Aug 2010 |
| Fund Size | ₹1,185 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.8% |
| HDFC Bank Ltd. | Financial | Equity | 9.5% |
| Infosys Ltd. | Technology | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 6.9% |
| Bharti Airtel Ltd. | Communication | Equity | 5.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.8% |
| HCL Technologies Ltd. | Technology | Equity | 4.6% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 3.6% |
Fund Managers
Sundaram Select Focus Fund Institutional Dividend Details
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 ₹1,185 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.
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.
