Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Select Focus Fund Regular Growth

Sundaram Select Focus Fund Regular Growth

Equity
Focused
Very High Risk
46.41%
1Y return
+1.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹255.54
Min. SIP Amount₹100
Rating4star
Fund Size₹1,283.16 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.4%12.9%14.8%18.6%
Category average48.0%13.9%14.2%NA
Rank with in category865218NA
Understand termsinfo

Holdings (30)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.9%
ICICI Bank Ltd.FinancialEquity9.3%
HDFC Bank Ltd.FinancialEquity9.1%
Larsen & Toubro Ltd.ConstructionEquity5.5%
Tata Consultancy Services Ltd.TechnologyEquity5.5%
State Bank of India
FinancialEquity5.3%
Axis Bank Ltd.FinancialEquity5.3%
Reliance Industries Ltd.EnergyEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
HCL Technologies Ltd.TechnologyEquity4.2%
See All

Pros and cons

Category: Equity Focused

Pros

  • Age is more than 10 years
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.26%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.26%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Bharath
Feb 2021 - Present
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Rahul Baijal
Oct 2016 - Present
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Fund house & investment objective

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Fund house contact details

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