SCHEME OVERVIEW

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

Category: Equity: Focused
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.3% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 300.0
Minimum Topup: 300.0
Total Assets: 1,044.25 Cr As on (31-03-2025)
Turn over: 43
NAV as on 29-04-2025

39.64

-0.08 (-0.1985%)

CAGR Since Inception

14.29%

NIFTY 500 TRI 12.43%

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

Scheme Performance (%) Data as on - 29-04-2025

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)-Half Yearly Income Distribution CUM Capital Withdrawal Option 3.42 12.72 20.2 12.06 14.29
NIFTY 500 TRI 6.37 15.5 24.41 13.8 12.43
Equity: Focused 6.55 15.3 22.2 13.04 15.1

Yearly Performance (%)

Nav Movement

Fund Managers

Ravi Gopalakrishnan, Sudhir Kedia

Investment Objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option 12.8 0.77 -1.77 0.96 - -
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 (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option 02-01-2013 3.42 17.83 12.72 20.2 12.06
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.58 27.59 23.58 30.38 14.48
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.45 29.05 22.12 28.22 14.34
DSP Focus Fund - Regular Plan - Growth 10-06-2010 13.7 26.82 18.02 21.79 12.02
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 12.31 24.39 16.52 21.44 11.68
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 10.48 20.55 13.88 21.42 14.16
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 10.42 22.34 17.24 0.0 0.0
Invesco India Focused Fund - Growth 08-09-2020 10.03 35.79 21.8 0.0 0.0
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 9.79 22.23 15.61 21.84 12.5
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 9.53 22.67 0.0 0.0 0.0

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)