Sundaram Select Focus Institutional Plan - Growth

  • Scheme Category:  
  • Equity Scheme >  
  • Focused Fund
NAV: ₹ 289.7731 ↓ -0.44%
[as on 24 December, 2021]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
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Returns

CAGR returns till date

CAGR returns of Sundaram Select Focus Institutional Plan - Growth and its peers as on 24 December, 2021
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Select Focus Institutional Plan - Growth 23.45% -0.44% 0.01% -2.52% -4.77% 25.7% 18.06% 18.52% 12.58% 14.37%
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 5.61% -1.44% -0.63% 0.63% 4.41% 16.63% 16.1% 11.76% 16.91% 14.38%
ICICI Prudential Focused Fund - Growth -3.4% -0.92% -1.72% -0.99% 7.05% 3.53% 16.63% 14.86% 18.85% 14.13%
ICICI Prudential Focused Equity Fund Institutional Growth- -0.78% 0.39%-------
HDFC Focused Fund - GROWTH PLAN -1.69% -0.71% -0.47% 0.36% 7.7% 2.11% 15.45% 17.81% 18.72% 13.69%
Nippon India Focused Fund -Growth Plan -Growth Option -1.3% -0.6% -1.23% 1.12% 4.02% 3.26% 10% 10.81% 16.49% 12.41%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 0.25% 36.55% 4.06% 15.36% 13.14%-----

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns----------

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)
Returns -30.19%

NAV history

Sundaram Select Focus Institutional Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
24 December, 2021289.7731 -0.44%
23 December, 2021291.0605 0.62%
22 December, 2021289.2616 1.19%
21 December, 2021285.8652 0.92%
20 December, 2021283.2597 -2.24%
17 December, 2021289.7417 -1.32%
16 December, 2021293.6308 -0.04%
15 December, 2021293.7466 -0.56%
14 December, 2021295.4140 -0.17%
13 December, 2021295.9062 -0.65%
10 December, 2021297.8465 -0.01%
9 December, 2021297.8776 0.13%
8 December, 2021297.5051 1.79%
7 December, 2021292.2874 1.4%
6 December, 2021288.2596 -1.48%
3 December, 2021292.6027 -0.79%
2 December, 2021294.9201 1.06%
1 December, 2021291.8367 1.02%
30 November, 2021288.8846 -0.16%
29 November, 2021289.3587 -0.2%
26 November, 2021289.9474 -2.9%
25 November, 2021298.5997 0.45%
24 November, 2021297.2598 -0.47%
23 November, 2021298.6699 0.55%
22 November, 2021297.0498 -1.91%
18 November, 2021302.8253 -0.73%
17 November, 2021305.0674 -0.52%
16 November, 2021306.6667 -0.66%
15 November, 2021308.7150 -0.01%
12 November, 2021308.7416

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Select Focus Institutional Plan - Growth?
    The latest NAV of Sundaram Select Focus Institutional Plan - Growth is 289.7731 as on 24 December, 2021.
  • What are YTD (year to date) returns of Sundaram Select Focus Institutional Plan - Growth?
    The YTD (year to date) returns of Sundaram Select Focus Institutional Plan - Growth are 23.45% as on 24 December, 2021.
  • What are 1 year returns of Sundaram Select Focus Institutional Plan - Growth?
    The 1 year returns of Sundaram Select Focus Institutional Plan - Growth are 25.7% as on 24 December, 2021.
  • What are 3 year CAGR returns of Sundaram Select Focus Institutional Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Select Focus Institutional Plan - Growth are 18.06% as on 24 December, 2021.
  • What are 5 year CAGR returns of Sundaram Select Focus Institutional Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Select Focus Institutional Plan - Growth are 18.52% as on 24 December, 2021.
  • What are 10 year CAGR returns of Sundaram Select Focus Institutional Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Select Focus Institutional Plan - Growth are 18.52% as on 24 December, 2021.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Select Focus Institutional Plan - Growth?
    Sundaram Select Focus Institutional Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.