- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Focused Fund (Growth)
Formerly Principal Foc Multicap Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 160.0831
NAV (Jul 25)
Fund Returns
Last 1Y | 30.2% |
Last 3Y | 16.6% |
Last 5Y | 21.1% |
Last 10Y | 14.5% |
Since Inception | 16% |
6 Month CAGR | 19% |
Scheme Information
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 | 2.23 |
Launched (19y ago) | Nov 11, 2005 |
AUM in Crores | 1110.631 |
ISIN | INF173K01189 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.1 |
Standard Deviation (5yr) | 17.5 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 0.818 |
Sharpe Ratio (5yr) | 0.817 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Focused Fund (Growth) | 12,53,780 | 5,21,168 | 21.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.3%reliance industries ltd
7.8%icici bank ltd
6.1%state bank of india
5.1%larsen & toubro ltd
4.9%Allocation by Sector
financial services
29.9%industrials
22%communication services
9.6%energy
7.8%healthcare
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12% | 8.9% | ||
19.4% | 21.7% | ||
5.4% | 4.9% | ||
21.9% | 13.5% | ||
20.2% | % |
Sundaram Focused Fund (G) Review
Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 16% over a period of 18 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 S. Bharath, Sudhir Kedia.
Nav of Sundaram Focused Fund (G) as of 7/25/2024 is ₹160.08 with the total AUM as of 7/26/2024 is ₹1110.631. 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 ₹1000 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 Nifty 500 TR INR.
Sundaram Focused Fund (G) is rated as a 3 fund in Equity and delivered 30.1% 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)?
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 ₹1000. 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 2.23% for regular plan.