Sundaram Select Focus Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 777.85
Expense Ratio
0.55%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
170.6062
(-0.09 %)
NAV as on 2018-11-14
Returns
Fund
Sundaram Select Focus Fund - Direct Plan
1 Year
5.53%
3 Year
11.92%
5 Year
13.21%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related instruments of select stocks,
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,098
Portfolio Value
98
Total Returns