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 MFDirect · IDCW

Sundaram Focused Fund - Half Yearly IDCW Reinvestment - Direct Plan

equityEquity - Focused FundBenchmark: NIFTY 500 - TRI
NAV · 31 Dec 2021₹38.63+1.01%
AUM₹1.1k Crfrom this fund's primary plan
Expense Ratio1.52%
CAGR—
Exit Load0.25% before 7D
Min SIP₹500from this fund's primary plan
Launched2013

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.

Fund Mandate

Debt (including securitised debt), MMI & Cash and Cash Equivalents0%–35%
Equity and Equity Related Instruments65%–100%
Asset Allocation
Domestic Equity93.3%
Cash & Equivalents6.7%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
1.52%
₹500from this fund's primary plan
₹300
0.25% before 7D
Nil
Inception01 Jan 2013
AMCSundaram MF
Top Holdings As of 31 Aug 2026 · disclosed on this fund's primary plan
1Happy Forgings Ltd.Automobile & Ancillaries8.08%
2ICICI Bank Ltd.Bank7.10%
3TREPSMiscellaneous6.84%
4TVS Motor Company Ltd.Automobile & Ancillaries6.63%
5Craftsman Automation Ltd.Automobile & Ancillaries6.19%
6Bharti Airtel Ltd.Telecom5.70%
7Kotak Mahindra Bank Ltd.Bank5.04%
8HDFC Bank Ltd.Bank3.70%
9Apollo Hospitals Enterprise Ltd.Healthcare3.64%
10Sedemac Mechatronics Ltd.Telecom3.49%
Sector Allocation
Bank25.0%
Automobile & Ancillaries20.9%
Telecom9.2%
IT6.8%
Miscellaneous6.8%
Retailing5.4%
Insurance5.0%
Healthcare3.6%
Aviation3.2%
Capital Goods3.1%
Finance2.9%
Agri2.3%
Chemicals2.0%
Construction Materials2.0%
FMCG1.0%
Infrastructure0.7%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+27.43%TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+27.33%TRUSTMF Small Cap Fund - Regular Plan - GrowthTrust MF+25.38%TRUSTMF Small Cap Fund - Regular Plan - IDCWTrust MF+25.38%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+25.27%
Compare With

TRUSTMF Small Cap Fund - IDCW - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Focused Fund - Half Yearly IDCW Reinvestment - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+1.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.52%
0.25% before 7D
Nil
₹500from this fund's primary plan
₹300
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