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 MFDirect · IDCW

Sundaram Select Focus - IDCW - Direct Plan

equityEquity - Focused FundBenchmark: NIFTY 500 - TRI
NAV · 24 Dec 2021₹18.73-0.44%
AUM₹1.4k Crfrom this fund's primary plan
Expense Ratio1.25%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2013

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%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
1.25%
₹100from this fund's primary plan
₹100
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Select Focus - IDCW - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.44%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.25%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹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