Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl

Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashwin Jain. The fund could potentially beat inflation in the long-run.

1. Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has ₹1113 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.3.
   

Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has given a CAGR return of 13.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.52%, 18.50% and 20.83% respectively.

Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Communication, Health, Consumer Defensive, Energy, Basic Materials. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, Infosys Ltd

As it is a focused fund mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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

Minimum investment for lump sum payment is INR 300.00 and for SIP is INR 100.00. Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has no lock in period.