Fund Details
Sundaram Select Focus Fund Institutional IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.30% |
| NAV | ₹14.92 (17 Dec 2019) |
|---|---|
| Fund Started | 20 Aug 2010 |
| Fund Size | ₹1,273 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 10Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.9% |
| Infosys Ltd. | Technology | Equity | 9.4% |
| HDFC Bank Ltd. | Financial | Equity | 9.3% |
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.4% |
| State Bank of India | Financial | Equity | 5.4% |
| Axis Bank Ltd. | Financial | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.7% |
| HCL Technologies Ltd. | Technology | Equity | 4.3% |
Fund Managers
Sundaram Select Focus Fund Institutional IDCW Details
Sundaram Select Focus Fund Institutional IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,273 Cr and the Latest NAV as of 17 Dec 2019 is ₹14.92.
The Sundaram Select Focus Fund Institutional IDCW is rated Very 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.
