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 MFIDCW

Sundaram Select Focus - Institutional - Dividend

equityEquity - Focused FundBenchmark: NIFTY 50 - TRI
NAV · 17 Dec 2019₹14.92+0.74%
AUM₹1.4k Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit Load1% on or before 12M, Nil after 12M
Min SIP₹100from this fund's primary plan
Launched2009

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
—
₹100from this fund's primary plan
₹1,00,00,000
1% on or before 12M, Nil after 12M
Nil
Inception06 Apr 2009
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 - Institutional - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.74%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
1% on or before 12M, Nil after 12M
Nil
₹100from this fund's primary plan
₹1,00,00,000
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