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Focused Mutual Fund

About

Focused Fund is a equity mutual fund that primarily invests in a small number of stocks (up to 30) selected by the fund manager with high conviction. These stocks can come from large-, mid-, and small-cap companies, depending on the fund’s strategy. Minimum investment in equity & equity related instruments shall be 65 percent of total
assets

Fund Type

Key Features

technical-analysis
Holds up to 30 stocks, focusing on high-conviction ideas
web-stocks-trading
Can invest across large, mid, and small cap segments.
A focused selection of high growth stocks can outperform broader funds.
Fund Manager
Investment relies heavily on manager’s research and stock picking.

Taxation

STCG

Holding Period ≤ 12 months, 20% Tax on Gain

LTCG

Holding Period > 12 months, 12.5% Tax on Gain

Dividends Tax

As Per Income tax slab rates, TDS of 10% may be deducted by the fund house if dividend income exceeds ₹5,000 in a financial year.

Exemption Limit

1.25 Lakh on LTCG in financial year

Indexation

No Indexation

Allocation

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Equity & Equity Related
65%
Other
35%

Locked in Period

Nill

Exit Load

An exit load of 0.25% – 1% is generally applicable if units are redeemed within 12 months. However, the exact structure may vary based on the specific scheme

Risk Associated

Riskometer Moderately High

Find the funds

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.