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: 2.26% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 300.0
Minimum Topup: 300.0
Total Assets: 1,099.54 Cr As on 31-07-2025(Source:AMFI)
Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment

159.0412

14.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 12.0
Sharpe Ratio 0.82
Alpha 0.23
Beta 0.84
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 -5.08 13.36 13.03 18.35 13.52
HDFC Focused Fund - GROWTH PLAN 05-09-2004 6.03 22.98 22.28 27.39 14.99
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 4.07 16.03 14.79 18.11 14.69
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 2.86 23.97 22.26 23.93 15.78
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 2.51 19.54 17.53 - -
Invesco India Focused Fund - Growth 08-09-2020 1.9 29.73 23.87 - -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 1.57 19.9 17.31 17.11 13.04
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 1.11 11.9 11.34 16.55 -
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 0.44 17.65 15.53 19.68 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 0.27 13.14 12.77 17.7 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.92%

Others

4.88%

Large Cap

71.22%

Mid Cap

5.97%

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