• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Focused Fund (Growth)

Formerly Principal Foc Multicap Gr

Sundaram Mutual Fund

Sundaram Focused Fund (Growth)

EquityFocused

114.1804

NAV (Dec 02)

13.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

114.1804

NAV (Dec 2)

Fund Returns

Last 1Y

4.5%

Last 3Y

18.9%

Last 5Y

13.8%

Last 10Y

14.2%

Since Inception

15.4%

6 Month CAGR

13.9%

Scheme Information

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.

Expense Ratio

2.45

Launched (17y ago)

Nov 11, 2005

AUM in Crores

786.780

ISIN

INF173K01189

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

20.4

Standard Deviation (5yr)

17.9

Beta (3yr)

0.87

Beta (5yr)

0.88

Sharpe Ratio (3yr)

0.743

Sharpe Ratio (5yr)

0.519

YTM

0

Fund Managers

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

treps

9.1%
9.1%

icici bank ltd

8.2%
8.2%

reliance industries ltd

7%
7%

housing development finance corp ltd

6.5%
6.5%

infosys ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

31.2%
31.2%

industrials

16.8%
16.8%

technology

8.2%
8.2%

consumer cyclical

7.7%
7.7%

energy

7%
7%
See all sectors

Compare Sundaram Focused Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Focused Fund (G) Review

    Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.4% over a period of 17 years. The fund was previously known as Principal Foc Multicap Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.

    Nav of Sundaram Focused Fund (G) as of 12/2/2022 is ₹114.18 with the total AUM as of 12/3/2022 is ₹786.78. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Focused Fund (G) was launched on Nov 11, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Focused Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Sundaram Focused Fund (G) is rated as a 3 fund in Equity and delivered 4.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Focused Fund (G).

    Frequently Asked Questions

    What is Sundaram Focused Fund (G)?

    Sundaram Focused Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Focused Fund (G)?

    You can invest in Sundaram Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Focused Fund (G)?

    The minimum sip amount for Sundaram Focused Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Focused Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Focused Fund (G) is a Neutral fund. You can investSundaram Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Focused Fund (G)?

    The expense ratio of the Sundaram Focused Fund (G) is 2.45% for regular plan.