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

Formerly Principal Foc Multicap Gr

Sundaram Mutual Fund

Sundaram Focused Fund (Growth)

EquityFocused

144.9985

NAV (Apr 23)

17.9%
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

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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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

144.9985

NAV (Apr 23)

Fund Returns

Last 1Y
35.9%
Last 3Y
18%
Last 5Y
17.9%
Last 10Y
15.1%
Since Inception
15.6%
6 Month CAGR
19.9%

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
2.22
Launched (19y ago)
Nov 11, 2005
AUM in Crores
1016.725
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)
17.4
Beta (3yr)
0.95
Beta (5yr)
0.89
Sharpe Ratio (3yr)
0.885
Sharpe Ratio (5yr)
0.741
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%11,49,669 4,17,05717.9%
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 2024-04-23

Top Stock Holdings

reliance industries ltd

8%
8%

hdfc bank ltd

7.7%
7.7%

icici bank ltd

5.9%
5.9%

larsen & toubro ltd

5.6%
5.6%

state bank of india

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

29.6%
29.6%

industrials

17.6%
17.6%

consumer defensive

11.5%
11.5%

technology

8.9%
8.9%

healthcare

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

13%

8.8%

23.2%

20.6%

5.1%

4.8%

22.4%

13%

20.8%

%

Sundaram Focused Fund (G) Review

Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.6% 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 Ravi Gopalakrishnan, Sudhir Kedia.

Nav of Sundaram Focused Fund (G) as of 4/23/2024 is ₹145.00 with the total AUM as of 4/24/2024 is ₹1016.725. 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 35.9% 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 2.22% for regular plan.