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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: Focused
Launch Date: 02-01-2013
AUM:
₹ 1,103.02 Cr
Expense Ratio
2.26%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01197
Minimum Investment
300.0
Minimum Topup
300.0
Minimum SIP Amount
100
Fund Manager
FM - Ashwin Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 1.93 | 13.42 | 13.17 |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
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
41.5992
Last change
-0.35 (-0.8327%)
Fund Size (AUM)
₹ 1,103.02 Cr
Performance
14.03% (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
FM - Ashwin Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.6 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.75 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.58 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.37 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.08 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 4.82 |
| INFOSYS LIMITED EQ FV RS 5 | 4.53 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.93 |
| HAPPY FORGINGS LIMITED EQ NEW FV RS.2/- | 3.7 |
| AVENUE SUPERMARTS LIMITED EQ | 3.48 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.71 |
| Automobile and Auto Components | 12.11 |
| Information Technology | 9.13 |
| Consumer Services | 7.73 |
| Capital Goods | 6.59 |
| Telecommunication | 6.58 |
| Healthcare | 4.91 |
| Fast Moving Consumer Goods | 4.54 |
| Oil, Gas & Consumable Fuels | 3.93 |
| Services | 3.23 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Focused Fund IDCW | 13.17 |
| ICICI Pru Focused Equity Gr | 20.57 |
| SBI FOCUSED FUND Reg PLAN Gr | 16.1 |
| Kotak Focused Fund Reg Gr | 15.95 |
| HDFC Focused Fund GR | 23.27 |
| ABSL Focused Gr | 14.56 |
| ITI Focused Fund Reg Gr | 0.0 |
| Nippon India Focused Fund Gr Plan Gr | 16.22 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| DSP Focused Fund Reg Gr | 13.8 |
