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: 2.28% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,096.8 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 45.5% | 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 |
38.7737
0.15 (0.3869%)
13.56%
Benchmark: 11.98%
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 | 1.24 | -3.1 | 8.97 | 7.77 | 11.13 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 25.05 | 2.52 | 13.92 | 9.26 | 11.78 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 16.02 | 3.25 | - | - | - |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 9.75 | 6.34 | 14.32 | 10.13 | 13.86 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 8.35 | 1.96 | 13.81 | 10.71 | - |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 7.91 | -2.62 | 12.01 | 11.27 | 13.2 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 5.84 | 1.23 | 14.96 | 11.2 | 12.38 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 5.43 | 1.92 | 15.66 | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 4.28 | 1.38 | 10.3 | 8.01 | - |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 4.09 | 0.87 | 13.03 | 10.13 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.85%
Others
6.67%
Large Cap
58.03%
Mid Cap
6.45%
