Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.25% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,102.84 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment |
156.0578
-1.86 (-1.1893%)
14.56%
Benchmark: 12.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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 -5 Months
1 Years 5 Months
3 Years 7 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.03 |
| Sharpe Ratio | 0.74 |
| Alpha | -0.59 |
| Beta | 0.81 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 05-01-2013 | 2.12 | 7.93 | 13.0 | 13.04 | 13.98 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.27 | 17.78 | 21.43 | 19.94 | 16.51 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.56 | 15.05 | 17.83 | 15.63 | 15.63 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 13.3 | 12.94 | 16.16 | 15.19 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 11.12 | 15.34 | 19.7 | 22.79 | 15.44 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 10.18 | 12.66 | 15.86 | 14.13 | 13.85 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 9.04 | 13.21 | - | - | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 8.61 | - | - | - | - |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 7.46 | 8.12 | 13.13 | 15.25 | 14.12 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 7.08 | 11.82 | 16.05 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.85%
Others
3.54%
Large Cap
67.59%
Mid Cap
7.01%
Scheme Documents
There are no scheme documents available
