- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Focused Fund Transfer of plan (PIDCW-6M)
Formerly Principal Foc Multicap HY IDCW-T
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
₹ 39.848
NAV (Apr 18)
Fund Returns
Last 1Y | 28.7% |
Last 3Y | 15.3% |
Last 5Y | 13.5% |
Last 10Y | 13.2% |
Since Inception | 14.5% |
6 Month CAGR | 11.1% |
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 | 2.22 |
Launched (19y ago) | Nov 11, 2005 |
AUM in Crores | 1016.725 |
ISIN | INF173K01AL2 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.2 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.773 |
Sharpe Ratio (5yr) | 0.537 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Focused Fund Transfer of plan (PIDCW-6M) | 10,23,538 | 2,90,926 | 13.5% | |
| 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
reliance industries ltd
8%hdfc bank ltd
7.6%icici bank ltd
5.8%larsen & toubro ltd
5.2%state bank of india
4.9%Allocation by Sector
financial services
30.7%industrials
15.9%consumer defensive
11.1%technology
10.4%healthcare
8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Focused Fund Transfer of plan (PIDCW-6M) Review
Sundaram Focused Fund Transfer of plan (PIDCW-6M) is a Focused Equity fund and has delivered an annualised return of 14.5% over a period of 18 years. The fund was previously known as Principal Foc Multicap HY IDCW-T. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.
Nav of Sundaram Focused Fund Transfer of plan (PIDCW-6M) as of 4/18/2024 is ₹39.85 with the total AUM as of 4/19/2024 is ₹1016.725. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Focused Fund Transfer of plan (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 Transfer of plan (PIDCW-6M) is ₹0 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 Transfer of plan (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 Nifty 500 TR INR.
Sundaram Focused Fund Transfer of plan (PIDCW-6M) is rated as a 3 fund in Equity and delivered 28.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Focused Fund Transfer of plan (PIDCW-6M).
Frequently Asked Questions
What is Sundaram Focused Fund Transfer of plan (PIDCW-6M)?
How to invest in Sundaram Focused Fund Transfer of plan (PIDCW-6M)?
You can invest in Sundaram Focused Fund Transfer of plan (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 Transfer of plan (PIDCW-6M)?
The minimum sip amount for Sundaram Focused Fund Transfer of plan (PIDCW-6M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Focused Fund Transfer of plan (PIDCW-6M) good to invest in?
As per Scripbox experts, Sundaram Focused Fund Transfer of plan (PIDCW-6M) is a Neutral fund. You can investSundaram Focused Fund Transfer of plan (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 Transfer of plan (PIDCW-6M)?
The expense ratio of the Sundaram Focused Fund Transfer of plan (PIDCW-6M) is 2.22% for regular plan.