- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Focused Fund of (PIDCW-6M)
Formerly Principal Foc Multicap HY IDCW-P
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 36.1314
NAV (Oct 3)
Fund Returns
Last 1Y | 15.2% |
Last 3Y | 21.6% |
Last 5Y | 11.9% |
Last 10Y | 13.9% |
Since Inception | 14.1% |
6 Month CAGR | 16.9% |
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 | 2.32 |
Launched (18y ago) | Nov 11, 2005 |
AUM in Crores | 908.846 |
ISIN | INF173K01197 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.4 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 1.02 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 1.025 |
Sharpe Ratio (5yr) | 0.434 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Focused Fund of (PIDCW-6M) | 9,82,041 | 2,49,429 | 11.9% | |
| 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
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox 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 of (PIDCW-6M) Review
Sundaram Focused Fund of (PIDCW-6M) is a Focused Equity fund and has delivered an annualised return of 14.1% over a period of 17 years. The fund was previously known as Principal Foc Multicap HY IDCW-P. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.
Nav of Sundaram Focused Fund of (PIDCW-6M) as of 10/3/2023 is ₹36.13 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 of (PIDCW-6M) was launched on Nov 11, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Focused Fund of (PIDCW-6M) 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 of (PIDCW-6M) 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 of (PIDCW-6M) is rated as a 3 fund in Equity and delivered 15.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Focused Fund of (PIDCW-6M).
Frequently Asked Questions
What is Sundaram Focused Fund of (PIDCW-6M)?
How to invest in Sundaram Focused Fund of (PIDCW-6M)?
You can invest in Sundaram Focused Fund of (PIDCW-6M) 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 of (PIDCW-6M)?
The minimum sip amount for Sundaram Focused Fund of (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Focused Fund of (PIDCW-6M) good to invest in?
As per Scripbox experts, Sundaram Focused Fund of (PIDCW-6M) is a Neutral fund. You can investSundaram Focused Fund of (PIDCW-6M) 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 of (PIDCW-6M)?
The expense ratio of the Sundaram Focused Fund of (PIDCW-6M) is 2.32% for regular plan.