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 Sweep - 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%
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

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

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

Build comparison
Latest News

No recent news found for Sundaram Focused Fund - Half Yearly IDCW Sweep - 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