Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
(Erstwhile 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 |
42.4002
0.24 (0.5594%)
14.54%
Benchmark: 12.6%
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 -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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 02-01-2013 | 1.94 | 16.43 | 19.19 | 20.28 | 12.43 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.47 | 27.33 | 26.66 | 26.0 | 14.89 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 9.34 | 21.39 | 22.46 | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 9.12 | 25.69 | 27.17 | 28.93 | 14.64 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 8.55 | 22.34 | 22.35 | 20.46 | 12.17 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 8.12 | - | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.07 | 19.39 | 19.37 | 20.6 | 14.67 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 7.93 | 14.49 | 14.29 | 19.23 | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 7.65 | 33.85 | 28.31 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.55 | 20.39 | 20.19 | 20.93 | 12.71 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.65%
Others
10.44%
Large Cap
71.8%
Mid Cap
7.11%
