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: 2.25% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,102.84 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment |
157.3818
1.32 (0.8413%)
14.6%
Benchmark: 12.26%
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 | 11.03 |
| Sharpe Ratio | 0.74 |
| Alpha | -0.59 |
| Beta | 0.81 |
| 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 | 5.7 | 8.13 | 14.39 | 13.83 | 14.02 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 18.2 | 17.73 | 22.48 | 20.54 | 16.52 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 17.01 | 12.85 | 17.27 | 15.8 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 14.13 | 12.75 | - | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 13.9 | 15.67 | 21.25 | 23.56 | 15.48 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 13.56 | 10.85 | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.56 | 15.05 | 17.83 | 15.63 | 15.63 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 13.26 | 12.75 | 17.36 | 14.81 | 13.91 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 10.88 | 11.54 | 19.06 | 13.56 | 13.16 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 10.84 | 8.03 | 14.49 | 15.9 | 14.09 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.85%
Others
3.54%
Large Cap
67.59%
Mid Cap
7.01%
Scheme Documents
There are no scheme documents available
