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: 948 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 45.5% | 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 |
156.9809
0.56 (0.3576%)
14.37%
Benchmark: 12.21%
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 | 13.22 |
| Sharpe Ratio | 0.51 |
| Alpha | -1.91 |
| 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 | 4.03 | 3.83 | 11.95 | 11.27 | 13.62 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 22.22 | 6.29 | 11.59 | 9.52 | 11.89 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 16.86 | 13.74 | 19.2 | 15.26 | 15.37 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 15.31 | 10.79 | - | - | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 13.62 | 11.53 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 13.29 | 8.41 | 16.49 | 14.51 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 12.99 | 9.81 | 16.62 | 14.51 | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 11.8 | 6.78 | 14.0 | 12.4 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 10.05 | 11.33 | 18.12 | 14.38 | 13.77 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 9.55 | 1.52 | 15.23 | 12.32 | 14.1 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.22%
Others
5.5%
Large Cap
67.77%
Mid Cap
4.51%
