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: 2.3% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,055.81 Cr As on 27-02-2026(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 |
155.9756
1.68 (1.0759%)
14.38%
Benchmark: 12.18%
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 | 12.78 |
| Sharpe Ratio | 0.31 |
| Alpha | -1.59 |
| 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 | 3.25 | 4.32 | 13.47 | 11.79 | 13.46 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 15.21 | 2.8 | 11.39 | 8.4 | 11.39 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.91 | 13.63 | 18.63 | 14.84 | 14.95 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 13.53 | 10.91 | 17.7 | 14.54 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 12.59 | 11.45 | - | - | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 10.83 | 10.17 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 10.4 | 7.53 | 17.15 | 14.27 | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 9.44 | 6.36 | 13.74 | 12.09 | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 8.86 | 12.05 | 21.78 | 18.69 | 15.63 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 8.54 | 9.02 | 17.16 | 13.77 | 13.17 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.36%
Others
6.65%
Large Cap
68.18%
Mid Cap
4.83%
