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: 2.22% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,033.49 Cr As on (31-03-2024) |
| Turn over: 48% | Exit Load: Exit load of 0.25% if redeemed within 7 days. |
147.857
0.73 (0.4939%)
15.69%
Benchmark: 12.66%
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 -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 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 | 13.09 |
| Sharpe Ratio | 0.9 |
| Alpha | -1.05 |
| Beta | 0.95 |
| 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 | 34.3 | 18.29 | 17.62 | 18.26 | 15.6 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 67.65 | 28.82 | 25.26 | - | - |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 55.24 | 30.49 | 24.37 | 16.09 | 16.39 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 50.94 | 24.51 | 22.47 | 22.33 | 20.26 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 50.04 | 27.87 | 26.12 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 45.33 | 26.73 | 24.51 | 20.08 | 15.83 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 42.16 | 21.11 | 16.53 | 14.95 | 15.02 |
| BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option | 06-10-2017 | 41.01 | 21.84 | - | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 40.66 | 28.24 | 29.43 | 19.99 | 16.16 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 40.53 | 21.85 | 20.31 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.8%
Others
9.54%
Large Cap
72.38%
Mid Cap
9.27%
