Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option

Fund House: Sundaram Mutual Fund
Category: Equity: Focused
Launch Date: 02-01-2013
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: 1,081.44 Cr As on 30-05-2025(Source:AMFI)
Turn over: 43% | Exit Load: 0.25% for redemption within 7 days from the date of allotment

42.091

14.51%

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 -3 Months
8 Years 9 Months
There is no value for 5x
There is no value for 10x
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 12.8
Sharpe Ratio 0.77
Alpha -1.77
Beta 0.96
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)-Half Yearly Income Distribution CUM Capital Withdrawal Option 02-01-2013 2.57 17.58 18.97 20.6 12.49
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 11.68 28.87 27.17 26.5 15.03
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 11.38 23.02 23.0 - -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 10.99 23.38 22.38 20.94 12.27
HDFC Focused Fund - GROWTH PLAN 05-09-2004 10.75 27.16 27.59 29.34 14.83
Invesco India Focused Fund - Growth 08-09-2020 10.38 35.63 28.36 - -
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 9.4 20.57 19.5 20.87 14.92
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 9.04 15.09 14.34 19.77 -
Old Bridge Focused Fund - Regular Growth 24-01-2024 8.87 - - - -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 8.57 22.49 20.77 21.52 12.95

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.65%

Others

10.44%

Large Cap

71.8%

Mid Cap

7.11%

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