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 |
162.8877
0.01 (0.008%)
15.01%
Benchmark: 12.51%
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 | -2.35 | 14.97 | 14.34 | 18.62 | 13.23 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.99 | 18.13 | 16.48 | 20.33 | 14.71 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.94 | 24.64 | 23.01 | 29.19 | 14.69 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 7.09 | 26.14 | 23.54 | 25.73 | 15.5 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 6.4 | 20.8 | 17.44 | 19.9 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 5.45 | 21.53 | 18.59 | - | - |
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 2.66 | 16.07 | 11.5 | 13.32 | 12.29 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 2.39 | 19.0 | 16.93 | 18.78 | 12.75 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 2.35 | 13.92 | 13.38 | 17.33 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 2.27 | 21.33 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.92%
Large Cap
78.33%
Mid Cap
3.74%
