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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
₹ 40.4762 ₹ -0.13 (-0.31 %)
as on 19-05-2025
Asset Size (AUM)
1,057.56 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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14.37

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.77 %
Expense Ratio
2.27%
Volatility
12.8 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1- Mr. Bharath S; FM2- Mr. Ashwin Jain;
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 300.0 (plus in multiples of Rs. 300.0)

Entry Load
Not applicable
Exit Load
0.25% for redemption within 7 days from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10518
FD₹ 10600
Gold₹ 10800
Nifty₹ 11026
Performance

Scheme Performance (%)

Data as on - 19-05-2025
Created with Highcharts 4.1.4ReturnsSundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal OptionNIFTY 500 TRIEquity: FocusedYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal OptionNIFTY 500 TRIEquity: Focused2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000112,159-7,841-13.98
Benchmark110,000113,0973,0975.76
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 5.18 17.96 17.37 22.56 12.08
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 16.8 28.42 27.13 33.21 14.48
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 15.88 23.71 21.23 22.84 11.84
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 15.39 23.38 21.69 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 15.09 30.21 26.36 28.9 14.53
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services33.72
Automobile and Auto Components9.25
Information Technology9.25
N/A8.66
Capital Goods8.17
Healthcare7.08
Telecommunication6.08
Consumer Services6.05
Oil, Gas & Consumable Fuels4.1
Services2.99
Fast Moving Consumer Goods2.7
Metals & Mining1.95
Portfolio Holdings
CompanyHoldings (%)
TREPS10.62
HDFC BANK LIMITED EQ NEW FV RE. 1/-10.01
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.39
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.08
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.51
INFOSYS LIMITED EQ FV RS 54.54
ICICI LOMBARD GEN INSURANCE CO LTD EQ4.34
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-4.23
Dr. Reddys Laboratories Ltd4.12
BHARAT PETROLEUM CORPORATION LTD. EQ4.1
CRAFTSMAN AUTOMATION LIMITED EQ3.3
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-3.2
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-3.07
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-2.99
AVENUE SUPERMARTS LIMITED EQ2.98
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-2.96
TRIVENI TURBINE LIMITED EQ2.91
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/-2.86
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-2.7
THERMAX LIMITED EQ NEW FV RS.2/-2.4
AXIS BANK LIMITED EQ NE FV RS. 2/-2.34
STATE BANK OF INDIA EQ NEW RE. 1/-2.13
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-1.95
BAJAJ AUTO LIMITED EQ1.72
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.51
Cash and Other Net Current Assets-1.99
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesAutomobile and Auto ComponentsInformation TechnologyCapital GoodsHealthcareTelecommunicationConsumer ServicesOil, Gas & Consumable FuelsServicesOthers
Portfolio Holdings
Created with Highcharts 4.1.4TREPSHDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-INFOSYS LIMITED EQ FV RS 5ICICI LOMBARD GEN INSURANCE CO LTD EQTVS MOTOR COMPANY LIMITED EQ FV RE.1/-Dr. Reddys Laboratories LtdOthers