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: 2.27% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,075.82 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment |
160.1236
0.55 (0.3449%)
15.0%
Benchmark: 12.45%
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 | 11.82 |
| Sharpe Ratio | 0.61 |
| Alpha | -0.54 |
| Beta | 0.83 |
| 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 | -3.7 | 12.52 | 12.79 | 18.7 | 13.63 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.02 | 16.21 | 15.05 | 19.59 | 15.0 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 6.34 | 22.28 | 21.74 | 28.02 | 14.99 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 4.26 | 23.32 | 21.92 | 24.92 | 15.91 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.7 | 18.54 | 16.94 | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 2.28 | 12.77 | 12.54 | 18.07 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 1.81 | 19.4 | 17.09 | 17.26 | 13.13 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 1.25 | 28.36 | 23.29 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 1.04 | 11.63 | 11.24 | 17.08 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 0.99 | 16.51 | 14.9 | 20.01 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.92%
Others
4.88%
Large Cap
71.22%
Mid Cap
5.97%
