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Sundaram Select Focus Fund Institutional IDCW

Equity
Focused
Very High Risk
Payout
18.04%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Dec 2019₹14.92
Min. SIP amountNA
RatingNA
Fund size₹1,353.89Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.7%18.0%18.5%11.6%
Category average48.0%13.9%14.2%NA
Rank with in categoryNANANANA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.9%
ICICI Bank Ltd.FinancialEquity9.1%
HDFC Bank Ltd.FinancialEquity8.6%
Larsen & Toubro Ltd.ConstructionEquity6.2%
Reliance Industries Ltd.EnergyEquity6.0%
State Bank of IndiaFinancialEquity5.5%
Tata Consultancy Services Ltd.TechnologyEquity5.0%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
HCL Technologies Ltd.TechnologyEquity4.5%
Axis Bank Ltd.FinancialEquity4.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.30%

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 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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Feb 2021 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

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 Sundaram Mutual Fund, he has worked with 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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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FAQs

How to Invest in Sundaram Select Focus Fund Institutional IDCW?

You can easily invest in Sundaram Select Focus Fund Institutional IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Select Focus Fund Institutional IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Select Focus Fund Institutional IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Select Focus Fund Institutional IDCW provide?

The Sundaram Select Focus Fund Institutional IDCW has been there from 20 Aug 2010 and the average annual returns provided by this fund is 25.70% since its inception.

How much expense ratio is charged by Sundaram Select Focus Fund Institutional IDCW?

The term Expense Ratio used for Sundaram Select Focus Fund Institutional IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Select Focus Fund Institutional IDCW is 1.30% as of 19 May 2022...

What is the AUM of Sundaram Select Focus Fund Institutional IDCW?

The AUM, short for Assets Under Management of Sundaram Select Focus Fund Institutional IDCW is ₹1,353.89Cr as of 19 May 2022.

How to Redeem Sundaram Select Focus Fund Institutional IDCW?

If you want to sell your Sundaram Select Focus Fund Institutional IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Select Focus Fund Institutional IDCW?

You can select either SIP or Lumpsum investment of Sundaram Select Focus Fund Institutional IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Select Focus Fund Institutional IDCW?

The NAV of Sundaram Select Focus Fund Institutional IDCW is ₹14.92 as of 17 Dec 2019.

What is the PE and PB ratio of Sundaram Select Focus Fund Institutional IDCW?

The PE ratio ratio of Sundaram Select Focus Fund Institutional IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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