CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFGrowth

Sundaram Select Focus - Growth

equityEquity - Focused FundBenchmark: NIFTY 500 - TRI
NAV · 24 Dec 2021₹264.97-0.45%
AUM₹1.4k Cr
Expense Ratio2.27%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100
Launched2002

Investment Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

Fund Mandate

Equity & Equity Related Instruments of Large Cap Comp65%–100%
Fixed Income, MMI and Cash & Cash Equivalents0%–10%
Other Equities0%–35%
Overseas Securities (Including ETFs)0%–35%
Asset Allocation
Domestic Equity95.3%
Cash & Equivalents4.5%
Other0.1%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.27%
₹100
₹100
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception30 Jul 2002
AMCSundaram MF
Top Holdings
1Infosys LtdSoftware9.89%
2ICICI Bank LtdBanks9.06%
3HDFC Bank LtdBanks8.61%
4Larsen & Toubro LtdConstruction Project6.15%
5Reliance Industries LtdPetroleum Products5.96%
6State Bank of IndiaBanks5.50%
7Tata Consultancy Services LtdSoftware5.04%
8Housing Development Finance Corporation LtdFinance4.49%
9HCL Technologies LtdSoftware4.47%
10Axis Bank LtdBanks4.36%
Sector Allocation
Banks27.5%
Software19.4%
Petroleum Products8.7%
Finance6.7%
Construction Project6.2%
Consumer Non Durables4.8%
Insurance3.4%
Telecom - Services3.2%
Other2.8%
Auto1.8%
Cement & Cement Products1.7%
Gas1.6%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Select Focus - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.45%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.27%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100
₹100
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme