Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.24% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,056.1 Cr As on (30-04-2024) |
| Turn over: 48% | Exit Load: Exit load of 0.25% if redeemed within 7 days. |
41.0648
0.3 (0.741%)
14.85%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years -3 Months
8 Years 9 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.77%
Others
9.67%
Large Cap
73.07%
Mid Cap
8.46%
