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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,081.44 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment |
162.5358
0.34 (0.2082%)
15.26%
Benchmark: 12.62%
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 | 13.25 |
| Sharpe Ratio | 0.73 |
| Alpha | -1.13 |
| Beta | 0.87 |
| 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 | 2.86 | 17.87 | 19.27 | 20.94 | 13.36 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 11.68 | 28.87 | 27.17 | 26.5 | 15.03 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 11.38 | 23.02 | 23.0 | - | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 10.99 | 23.38 | 22.38 | 20.94 | 12.27 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 10.75 | 27.16 | 27.59 | 29.34 | 14.83 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.38 | 35.63 | 28.36 | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 9.4 | 20.57 | 19.5 | 20.87 | 14.92 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 9.04 | 15.09 | 14.34 | 19.77 | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 8.87 | - | - | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 8.57 | 22.49 | 20.77 | 21.52 | 12.95 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.65%
Others
10.44%
Large Cap
71.8%
Mid Cap
7.11%
