Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Focused
Status: Open Ended Schemes
Launch Date: 02-01-2013
Minimum Investment: 300.0
Asset Class:
Minimum Topup: 300.0
Benchmark: NIFTY 500 TRI
Total Assets: 1112.64 As on (30-06-2025)
Expense Ratio: 2.26% As on (30-06-2025)
Turn over: 81.00% | Exit Load: 0.25% for redemption within 7 days from the date of allotment
NAV as on 11-07-2025
41.5916
-0.4105
CAGR Since Inception
14.41%
NIFTY 500 TRI 12.58%
PERFORMANCE
| Scheme Performance (%) | 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | -0.46 | 17.27 | 19.46 | 12.34 | 14.41 |
| NIFTY 500 TRI | 3.12 | 20.37 | 22.89 | 14.23 | 12.58 |
| Equity: Focused | 2.32 | 19.1 | 20.83 | 13.31 | 15.57 |
Funds Manager
FM1- Mr. Bharath S; FM2- Mr. Ashwin Jain;
RETURNS CALCULATORS for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund IDCW | 02-01-2013 | -0.46 | 14.88 | 17.27 | 19.46 | 12.34 |
| Bandhan Focused Fund Reg Gr | 16-03-2006 | 10.17 | 22.55 | 21.54 | 20.17 | 12.36 |
| HDFC Focused Fund GR | 05-09-2004 | 8.72 | 25.04 | 25.8 | 28.53 | 14.48 |
| Canara Robeco Focused Fund Reg Gr | 05-05-2021 | 7.82 | 20.43 | 20.75 | 0.0 | 0.0 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 7.53 | 25.58 | 25.04 | 25.66 | 14.91 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 6.79 | 19.36 | 18.04 | 20.24 | 14.57 |
| Invesco India Focused Gr | 08-09-2020 | 6.77 | 32.72 | 26.83 | 0.0 | 0.0 |
| Mirae Asset Focused Reg Gr | 05-05-2019 | 6.36 | 13.64 | 13.41 | 18.62 | 0.0 |
| Old Bridge Focused Fund Reg Gr | 24-01-2024 | 5.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Focused Gr | 05-10-2005 | 5.13 | 19.52 | 18.57 | 20.24 | 12.54 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 12.8 | 0.77 | -1.77 | 0.96 | - | - |
| Equity: Focused | - | - | - | - | - | - |