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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option

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NAV
₹ 36.5714 ₹ 0.07 (0.18 %)
as on 28-11-2023
Asset Size (AUM)
893.5 Cr
Launch Date
Jan 02, 2013
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Minimum Investment 300.0
Minimum Top-up 300.0
Investment Returns Since Launch in Jan 02, 2013
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14.3

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.32%
Volatility
N/A
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, Sudhir Kedia
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 300.0 (plus in multiples of Rs. 300.0)

Entry Load
Not applicable
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 28-11-2023

Yearly Performance (%)

Investment Returns Calculator
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.
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)-Half Yearly Income Distribution CUM Capital Withdrawal Option 02-01-2013 10.89 7.45 17.63 15.12 14.35
JM Focused Fund (Regular) - Growth Option 05-03-2008 24.2 16.32 18.46 13.5 15.37
DSP Focus Fund - Regular Plan - Growth 10-06-2010 19.35 10.03 15.64 13.58 14.64
Invesco India Focused 20 Equity Fund - Growth 08-09-2020 18.05 6.83 18.85 0.0 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 17.62 20.14 29.39 17.13 15.96
360 ONE Focused Equity Fund -Regular Plan - Growth 30-10-2014 17.39 10.93 20.09 21.28 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 17.27 13.56 23.14 17.09 14.8
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 16.23 9.12 14.09 12.1 12.2
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 16.15 14.5 24.33 0.0 0.0
UTI Focused Fund - Regular Plan - Growth Option 25-08-2021 15.86 9.81 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings