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: 1,057.56 Cr As on 30-04-2025(Source:AMFI)
Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment

159.0885

15.17%

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 13.67
Sharpe Ratio 0.52
Alpha -1.41
Beta 0.88
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 4.73 17.51 16.81 21.31 13.56
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 16.19 23.88 21.43 21.56 12.66
Invesco India Focused Fund - Growth 08-09-2020 15.01 36.03 26.41 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.18 28.78 25.24 26.62 15.1
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 13.84 22.73 21.3 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 13.77 15.75 13.23 21.31 -
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 13.33 26.97 25.73 30.08 14.98
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 12.47 - - - -
DSP Focused Fund - Regular Plan - Growth 10-06-2010 12.19 25.26 21.84 21.72 12.43
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 11.81 20.28 17.87 20.85 14.92

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.07%

Others

8.63%

Large Cap

72.57%

Mid Cap

9.7%

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