Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
| Category: Equity: Focused |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 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) |
| Turn over: 43 |
NAV (₹):
156.8783
₹ -0.84 ( -0.5346%)
as on
13-06-2025
CAGR
Since Inception -
15.08%
NIFTY 500 TRI -
12.54%
Fund Managers
FM1- Mr. Bharath S; FM2- Mr. Ashwin Jain;
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
PERFORMANCE of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 1.96 | 18.04 | 20.97 | 13.46 | 15.08 |
| NIFTY 500 TRI | 5.88 | 19.77 | 24.23 | 14.62 | 12.54 |
| Equity: Focused | 4.92 | 20.05 | 22.03 | 13.67 | 15.49 |
RETURNS CALCULATOR for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 12.8 | 0.73 | -1.13 | 0.87 | - | - |
| Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund Gr | 05-01-2013 | 1.96 | 16.08 | 18.04 | 20.97 | 13.46 |
| Bandhan Focused Equity Reg Gr | 16-03-2006 | 11.59 | 22.1 | 22.46 | 21.3 | 12.48 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 10.9 | 27.18 | 26.11 | 26.32 | 15.03 |
| Canara Robeco Focused Equity Fund Reg Gr | 05-05-2021 | 10.76 | 21.21 | 22.08 | 0.0 | 0.0 |
| Mirae Asset Focused Reg Gr | 05-05-2019 | 10.7 | 14.24 | 13.94 | 20.87 | 0.0 |
| Invesco India Focused Gr | 08-09-2020 | 10.41 | 33.94 | 27.29 | 0.0 | 0.0 |
| HDFC Focused 30 Gr | 05-09-2004 | 10.38 | 25.61 | 26.37 | 29.79 | 14.92 |
| SBI Focused Equity Reg Gr | 01-10-2004 | 8.89 | 20.24 | 18.32 | 21.14 | 15.09 |
| ABSL Focused Gr | 05-10-2005 | 8.2 | 20.6 | 19.7 | 21.67 | 13.08 |
| DSP Focused Fund Reg Gr | 10-06-2010 | 7.92 | 23.58 | 22.81 | 21.38 | 12.3 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Portfolio as on