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

Formerly Principal Foc Multicap Gr

Sundaram Mutual Fund

Sundaram Focused Fund (Growth)

EquityFocused

124.8835

NAV (Oct 03)

15.6%
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

Invest in this fund
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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

124.8835

NAV (Oct 3)

Fund Returns

Last 1Y
19.5%
Last 3Y
23.2%
Last 5Y
15.6%
Last 10Y
15.8%
Since Inception
15.2%
6 Month CAGR
21.1%

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
2.32
Launched (18y ago)
Nov 11, 2005
AUM in Crores
908.846
ISIN
INF173K01189
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.2
Standard Deviation (5yr)
17.4
Beta (3yr)
1.02
Beta (5yr)
0.89
Sharpe Ratio (3yr)
1.123
Sharpe Ratio (5yr)
0.633
YTM
0
Fund Managers

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Focused Fund (Growth)70%10,81,440 3,48,82815.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-10-03

Top Stock Holdings

hdfc bank ltd

8.9%
8.9%

reliance industries ltd

7.1%
7.1%

infosys ltd

6.4%
6.4%

icici bank ltd

5.9%
5.9%

larsen & toubro ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

30.6%
30.6%

industrials

16.6%
16.6%

technology

12.3%
12.3%

consumer defensive

10.3%
10.3%

healthcare

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,197 cr

₹ 11,862 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 64,240 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.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

14.4%

8.5%

29.2%

20.1%

31.8%

12.3%

29.9%

14.4%

13.7%

7.4%

Sundaram Focused Fund (G) Review

Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.2% 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 10/3/2023 is ₹124.88 with the total AUM as of 10/4/2023 is ₹908.846. 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 19.5% 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 instruments 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 ₹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 2.32% for regular plan.