Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Category: Equity: Focused
Launch Date: 05-01-2013
AUM:
₹ 1,102.84 Cr
Expense Ratio
2.25%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01189
Minimum Investment
300.0
Minimum Topup
300.0
Minimum SIP Amount
100
Fund Manager
FM1 - Ashwin Jain, FM2- Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 6.12 | 14.72 | 14.25 |
| NIFTY 500 TRI | 11.4 | 16.85 | 16.25 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
158.794
Last change
1.41 (0.8893%)
Fund Size (AUM)
₹ 1,102.84 Cr
Performance
14.65% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
FM1 - Ashwin Jain, FM2- Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.45 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.59 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.52 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.65 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 5.28 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.26 |
| INFOSYS LIMITED EQ FV RS 5 | 4.49 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 4.2 |
| HAPPY FORGINGS LIMITED EQ NEW FV RS.2/- | 4.1 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 3.32 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.72 |
| Automobile and Auto Components | 10.99 |
| Information Technology | 9.24 |
| Consumer Services | 7.55 |
| Capital Goods | 6.99 |
| Telecommunication | 6.59 |
| Healthcare | 4.81 |
| Fast Moving Consumer Goods | 4.5 |
| Oil, Gas & Consumable Fuels | 4.2 |
| Services | 2.76 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Focused Fund Gr | 14.25 |
| ICICI Pru Focused Equity Gr | 20.96 |
| Kotak Focused Fund Reg Gr | 16.3 |
| ITI Focused Fund Reg Gr | 0.0 |
| SBI FOCUSED FUND Reg PLAN Gr | 16.23 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| ABSL Focused Gr | 15.19 |
| HDFC Focused Fund GR | 23.73 |
| Nippon India Focused Fund Gr Plan Gr | 16.28 |
| DSP Focused Fund Reg Gr | 13.85 |