Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) is a good choice within diversified mutual funds.
Scripbox recommends other funds for investment in diversified.
Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
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About Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A)
About Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A)
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 8.5% over a period of 10 years. The fund was previously known as Sundaram Sel Focus Instl DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rahul Baijal, S. Bharath
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Investment Objective
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies. . However, there is no assurance that the objective of the scheme will be realized.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) NAV,AUM,Risk
The Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) fund was launched on Nov 16, 2010. The NAV (Net Asset Value) of this Diversified Equity fund as of 2019-12-17 is ₹14.92. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1407.718. The category risk of the Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.22 % as expense ratio.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Holdings
The fund’s highest allocation is towards Equity and has invested 99.2% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , hdfc bank ltd , larsen & toubro ltd , reliance industries ltd , state bank of india , tata consultancy services ltd , axis bank ltd , hcl technologies ltd , housing development finance corp ltd , bajaj finserv ltd , sun pharmaceuticals industries ltd , bharat petroleum corp ltd , varun beverages ltd , bharti airtel ltd , pi industries ltd , indraprastha gas ltd , hindustan unilever ltd , ashok leyland ltd , shriram transport finance co ltd , ultratech cement ltd , mindtree ltd , tata consumer products ltd , apollo hospitals enterprise ltd , motherson sumi systems ltd , dabur india ltd , cipla ltd , kotak mahindra bank ltd , crompton greaves consumer electricals ltd , cash and other net current assets , treps , divi's laboratories ltd
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Review
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance.
As compared to the other funds in its category, Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) has a score of 3 out of 5
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
