Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Category: Equity: Focused
Launch Date: 05-01-2013
AUM:
₹ 1,056.1 Cr
Expense Ratio
2.24%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01189
Minimum Investment
300.0
Minimum Topup
300.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Sudhir Kedia
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 29.52 | 16.86 | 18.82 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
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
145.0222
Last change
0.42 (0.2922%)
Fund Size (AUM)
₹ 1,056.1 Cr
Performance
15.54% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund Manager
Ravi Gopalakrishnan, Sudhir Kedia
Riskometer
Very High
Top 10 Holdings
| 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 Allocation
| 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 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Focused Fund Gr | 18.82 |
| Invesco India Focused Gr | 0.0 |
| Quant Focused Gr | 23.03 |
| JM Focused Fund Reg Gr | 16.33 |
| Mahindra Manulife Focused Fund Reg Gr | 0.0 |
| ICICI Pru Focused Equity Gr | 20.96 |
| HDFC Focused 30 Gr | 20.84 |
| DSP Focus Fund Reg Gr | 16.12 |
| Franklin India Focused Equity Gr | 19.31 |
| BARODA BNP PARIBAS Focused Fund Reg Gr | 0.0 |