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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,103.02 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25% 1 NIL after 7 days from the date of allotment |
162.1052
0.19 (0.1175%)
14.86%
Benchmark: 12.45%
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 | 11.35 |
| Sharpe Ratio | 0.62 |
| Alpha | -1.21 |
| Beta | 0.82 |
| 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 | -2.74 | 9.52 | 12.83 | 15.2 | 13.82 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 12.09 | 17.45 | 17.49 | 17.17 | 15.54 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 10.9 | 21.35 | 22.43 | 22.28 | 16.53 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 7.96 | 17.57 | 20.35 | 24.52 | 14.71 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 6.7 | 14.68 | 15.93 | 17.2 | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 5.53 | 14.66 | 16.24 | 16.04 | 13.75 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 5.22 | 10.44 | 13.96 | 18.32 | 14.1 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 3.53 | 13.35 | 18.59 | 15.78 | 12.99 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 2.46 | 15.32 | - | - | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.15 | 15.16 | 16.61 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.17%
Others
5.07%
Large Cap
69.64%
Mid Cap
5.03%
