Sundaram Focused Fund Growth
Medium
Risk
Equity
Focussed Fund
+
16.01
%
16.01
%
3Y annualised
+
0.38
%
0.38
%
1D
1M
6M
1Y
3Y
All
Fund size
992
NAV:
Mar 7, 2024
142.309
Sector
Tech
Type
Equity
Launched
Nov 2005
Min Investment
300
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
7.99
%
HDFC Bank Ltd
7.58
%
ICICI Bank Ltd
5.82
%
Larsen & Toubro Ltd
5.35
%
Nestle India Ltd
4.14
%
Infosys Ltd
3.93
%
State Bank of India
3.89
%
Canara Bank
3.84
%
Asian Paints Ltd
3.49
%
Tech Mahindra Ltd
3.23
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7.0 Days, 0.0 % if redeemed after 7.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Focused Fund Growth
More details
Investment objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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