Fund Details
Sundaram Select Focus Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.26% |
| NAV | ₹222.03 (22 Jan 2021) |
|---|---|
| Fund Started | 30 Jul 2002 |
| Fund Size | ₹1,185 Cr |
Fund Overview
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.31%
9. 1Y Returns are lower than the category average returns
10. 10Y Returns are lower than the category average returns
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 Regular Growth Details
Sundaram Select Focus Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 30 Jul 2002. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,185 Cr and the Latest NAV as of 22 Jan 2021 is ₹222.03.
The Sundaram Select Focus Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. 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.
