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 |
158.1939
1.19 (0.7524%)
14.99%
Benchmark: 12.42%
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 | 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 | -1.51 | 13.25 | 13.56 | 18.66 | 12.8 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 9.53 | 21.51 | 17.63 | 17.69 | 12.34 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.9 | 23.03 | 22.17 | 27.07 | 14.12 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 8.2 | 20.17 | 17.42 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 7.29 | 31.77 | 23.8 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 6.05 | 23.63 | 21.53 | 24.08 | 14.84 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 5.57 | 11.62 | 10.26 | 16.69 | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 5.31 | 15.56 | 14.09 | 18.81 | 13.92 |
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 4.31 | 14.76 | 9.19 | 13.49 | 11.61 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 3.92 | 22.59 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.92%
Others
4.88%
Large Cap
71.22%
Mid Cap
5.97%
