₹ 1,056.1 Cr
2.24%
NIFTY 500 TRI
INF173K01197
300.0
300.0
250
Ravi Gopalakrishnan, Sudhir Kedia
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option | 32.41 | 16.66 | 18.07 |
NIFTY 500 TRI | 37.82 | 19.73 | 18.98 |
Equity
Debt
Others
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Company | Holdings (%) |
---|---|
HDFC Bank Ltd. | 7.92 |
Reliance Industries Ltd. | 7.72 |
ICICI Bank Ltd. | 6.12 |
State Bank of India | 5.25 |
Larsen & Toubro Ltd. | 5.19 |
Bharti Airtel Ltd. | 4.32 |
Canara Bank | 4.2 |
Others | 4.18 |
Zomato Ltd. | 4.02 |
Nestle India Ltd. | 3.89 |
Sector | Holdings (%) |
---|---|
Financial | 27.92 |
Services | 17.57 |
Construction | 7.93 |
Healthcare | 7.77 |
Capital Goods | 7.76 |
Energy | 7.72 |
Communication | 6.19 |
Technology | 6.03 |
Consumer Staples | 5.97 |
Others | 3.91 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Focused Fund Half Yearly IDCW | 18.07 |
Invesco India Focused Gr | 0.0 |
JM Focused Fund Reg Gr | 16.86 |
Mahindra Manulife Focused Fund Reg Gr | 0.0 |
Quant Focused Gr | 23.18 |
ICICI Pru Focused Equity Gr | 21.48 |
HDFC Focused 30 Gr | 20.99 |
DSP Focus Fund Reg Gr | 16.19 |
BARODA BNP PARIBAS Focused Fund Reg Gr | 0.0 |
Franklin India Focused Equity Gr | 19.63 |