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: 2.32% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,031.55 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 45.5% | Exit Load: 0.25% within 7 days from the date of allotment; >7 days: Nil |
38.335
0.24 (0.636%)
13.46%
Benchmark: 11.91%
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 | -1.54 | -2.37 | 8.56 | 6.43 | 11.18 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.05%
Others
4.42%
Large Cap
58.18%
Mid Cap
8.35%
