Sundaram Focused 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: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.24% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,017.1 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 45.5% | 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 |
38.332
-0.08 (-0.2176%)
13.66%
Benchmark: 12.13%
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 Income Distribution Cum Capital Withdrawal Option (IDCW) | 02-01-2013 | -1.74 | 0.46 | 10.43 | 9.66 | 12.21 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.99%
Others
4.59%
Large Cap
67.93%
Mid Cap
3.49%
