Sundaram Focused Fund

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Value Research Rating

3 star

Analyst’s Choice




Very High

₹162.6042 0.51%

As on 15-Jul-2024


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Calculate SIP Returns of Sundaram Focused Fund

Upfront Investment

Monthly SIP Amount

Investment Duration


Risk info

This fund has Very High risk.

Low to Moderate
Moderately High
Very High

As per SEBI's Riskometer.

Portfolio of Sundaram Focused Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Sundaram Focused Fund

Assets info

₹1,111 Cr

Exit Load (Days) info

0.25 (7)

Min. Investment (₹)


Min. Withdrawal (₹)


Min. SIP Investment (₹)


Min. No of Cheques


Investment Strategy

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.


When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Sundaram Focused Fund

Sundaram Focused Fund is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.

Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Focused Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Sundaram Focused Fund is ₹162.6042 as of 16-Jul-2024.

The AUM of Sundaram Focused Fund Fund is ₹1,111 Cr as of 30-Jun-2024

The riskometer level of Sundaram Focused Fund is Very High. See More

As of 30-Jun-2024, Sundaram Focused Fund had invested 96.71% in Equity and 3.29% in Cash & Cash Eq. See More

Sundaram Focused Fund is 18 years 8 months old. It has delivered 16.09% returns since inception. See More

Since Inception

No, There is no lock in period in Sundaram Focused Fund.

The expense ratio of Sundaram Focused Fund is 2.23.

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