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Sundaram Select Focus Fund Institutional IDCW-0.57%

43.36%
1 Year Return
Equity
Focused
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Select Focus Fund Institutional IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.30%
NAV₹14.92 (17 Dec 2019)
Fund Started20 Aug 2010
Fund Size1,273 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
43.4%
13.7%
15.5%
-1.4%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 43.4% returns per annum

Comparison

Data not available
Pros
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
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.9%
Infosys Ltd.TechnologyEquity9.4%
HDFC Bank Ltd.FinancialEquity9.3%
Reliance Industries Ltd.EnergyEquity6.8%
Larsen & Toubro Ltd.ConstructionEquity5.4%
State Bank of IndiaFinancialEquity5.4%
Axis Bank Ltd.FinancialEquity5.3%
Tata Consultancy Services Ltd.TechnologyEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
HCL Technologies Ltd.TechnologyEquity4.3%
See All

Fund Managers

S Bharath
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Rahul Baijal
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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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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