The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ashwin Jain
Mr. Jain is a B.E. and PGDM.
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Focused Fund is ₹169.01 as of 2026-08-28.
Sundaram Focused Fund is classified as a Focused fund.
The Assets Under Management (AUM) of Sundaram Focused Fund is ₹1,068.19 Cr.
The expense ratio of Sundaram Focused Fund is 2.29%.
Sundaram Focused Fund is managed by Ashwin Jain.
The minimum SIP investment for Sundaram Focused Fund is ₹100.
The exit load for Sundaram Focused Fund is 0.25%.
As per the SEBI Riskometer, Sundaram Focused Fund carries a Very High risk level.
Sundaram Focused Fund has delivered 6.86% (1Y), 11.19% (3Y) and 10.02% (5Y) annualised returns as of 2026-08-28.
Sundaram Focused Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
