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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 300.0
Minimum Topup: 300.0
Total Assets: 1,075.82 Cr As on 29-08-2025(Source:AMFI)
Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment

157.6859

14.88%

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 11.82
Sharpe Ratio 0.61
Alpha -0.54
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 -8.41 12.5 14.32 19.12 13.37
HDFC Focused Fund - GROWTH PLAN 05-09-2004 1.37 22.86 23.06 29.09 14.87
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 1.34 16.14 15.71 20.24 14.66
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 -1.26 23.69 23.37 24.97 15.55
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 -3.07 18.5 17.79 - -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 -3.26 12.37 13.39 18.15 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 -3.3 20.13 - - -
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 -4.32 17.15 16.23 20.06 -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 -4.75 19.02 17.96 17.07 12.81
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 -4.94 11.44 12.3 16.84 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.3%

Others

4.86%

Large Cap

72.29%

Mid Cap

5.56%

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