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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%
Asset Allocation
Domestic Equity95.3%
Cash & Equivalents4.5%
Other0.1%
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 As of 30 Nov 2021 · disclosed on this fund's primary plan
1Infosys Ltd.IT9.89%
2ICICI Bank Ltd.Bank9.06%
3HDFC Bank Ltd.Bank8.61%
4Larsen & Toubro Ltd.Infrastructure6.15%
5Reliance Industries Ltd.Crude Oil5.96%
6State Bank Of IndiaBank5.50%
7Tata Consultancy Services Ltd.IT5.04%
8Housing Development Finance Corporation Ltd. - (Amalgamated)Finance4.49%
9HCL Technologies Ltd.IT4.47%
10Axis Bank Ltd.Bank4.36%
Sector Allocation
Bank28.6%
IT20.8%
Finance10.1%
Crude Oil8.7%
Infrastructure6.2%
FMCG5.7%
Healthcare3.4%
Telecom3.2%
Automobile & Ancillaries2.8%
Miscellaneous2.8%
Others1.8%
Construction Materials1.7%
Gas Transmission1.6%
Agri1.5%
Chemicals1.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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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