Sundaram Focused Fund - Direct Plan - Growth

Scheme Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Scheme Details

• Fund manager(s) – Ashwin Jain
• Launch date – 01-Jan-2013
• Expense ratio – 1.29% as declared on 31-Oct-2025 (category average is 0.79%)
• Benchmark - Nifty 500 TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Focused Fund - Direct Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details