- 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
₹ 102.3741
NAV (Mar 28)
Fund Returns
Last 1Y | -4% |
Last 3Y | 23.1% |
Last 5Y | 11.8% |
Last 10Y | 13.8% |
Since Inception | 14.3% |
6 Month CAGR | -2.6% |
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 | 2.44 |
Launched (18y ago) | Nov 11, 2005 |
AUM in Crores | 771.373 |
ISIN | INF173K01189 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20.8 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0.588 |
Sharpe Ratio (5yr) | 0.424 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Focused Fund (Growth) | 979,519 | 246,907 | 11.8% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
treps
10.6%icici bank ltd
7.9%reliance industries ltd
7.3%infosys ltd
7%housing development finance corp ltd
7%Allocation by Sector
financial services
31.3%industrials
19%consumer cyclical
10.2%technology
10.1%energy
7.3%Compare Sundaram Focused Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 58,727 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.9% | 8.1% | ||
30.3% | 17% | ||
26.2% | 10.7% | ||
24.4% | 13.1% | ||
14.8% | 7% |
Sundaram Focused Fund (G) Review
Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 14.3% 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 3/28/2023 is ₹102.37 with the total AUM as of 3/29/2023 is ₹771.373. 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 IISL Nifty 500 TR INR.
Sundaram Focused Fund (G) is rated as a 3 fund in Equity and delivered -4% 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 2.44% for regular plan.