Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.21% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,103.59 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 43% | Exit Load: W.E.F Dec 31, 2021 If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment |
155.4972
0.79 (0.5069%)
15.36%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
NIFTY 500 TRI
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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 -5 Months
1 Years 5 Months
3 Years 7 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.35 |
| Sharpe Ratio | 0.49 |
| Alpha | -1.27 |
| Beta | 0.95 |
| 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)-Growth Option | 05-01-2013 | 14.14 | 19.98 | 11.2 | 17.41 | 12.58 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 28.2 | 34.77 | 17.5 | - | - |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 22.57 | 28.83 | 14.93 | 16.73 | 11.6 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 19.9 | 25.28 | 21.66 | 21.8 | 13.31 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 19.09 | 25.29 | 17.67 | 22.36 | 13.01 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 17.87 | 22.03 | 13.71 | - | - |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 17.57 | - | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 16.88 | 23.7 | - | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 16.47 | 20.96 | 9.51 | 15.72 | 13.47 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 16.09 | 24.45 | 17.43 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.04%
Others
6.66%
Large Cap
85.58%
Mid Cap
4.75%
Scheme Documents
There are no scheme documents available
