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 (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,072.73 Cr As on 30-09-2025(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 |
163.3535
1.06 (0.6511%)
15.01%
Benchmark: 12.5%
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 | 11.57 |
| Sharpe Ratio | 0.7 |
| Alpha | -0.71 |
| 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 | 1.44 | 16.48 | 13.81 | 18.8 | 13.35 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 11.29 | 27.93 | 22.84 | 25.72 | 15.67 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 10.89 | 25.89 | 22.13 | 29.08 | 14.75 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 10.88 | 18.48 | 16.64 | 20.0 | 14.71 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 10.2 | 21.91 | 16.83 | 20.03 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 9.23 | 22.96 | 18.0 | - | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 7.54 | 22.76 | - | - | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 7.41 | 24.14 | 19.55 | 17.66 | 13.09 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.46 | 20.97 | 16.67 | 18.86 | 12.95 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 6.18 | 16.77 | 14.52 | 22.41 | 13.86 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.92%
Large Cap
78.33%
Mid Cap
3.74%
