Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Focused
Status: Open Ended Schemes
Launch Date: 02-01-2013
Minimum Investment: 300.0
Asset Class:
Minimum Topup: 300.0
Benchmark: NIFTY 500 TRI
Total Assets: 1102.84 As on (31-12-2025)
Expense Ratio: 2.26% As on (28-11-2025)
Turn over: 81.00% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment
NAV as on 16-01-2026
41.4947
0.0592
CAGR Since Inception
14.0%
NIFTY 500 TRI 12.38%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 2.86 | 13.71 | 13.2 | 13.28 | 14.0 |
| NIFTY 500 TRI | 9.28 | 16.45 | 15.66 | 15.39 | 12.38 |
| Equity: Focused | 7.09 | 16.23 | 14.63 | 14.45 | 14.42 |
Funds Manager
FM - Ashwin Jain
RETURNS CALCULATORS for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund IDCW | 02-01-2013 | 2.86 | 7.53 | 13.71 | 13.2 | 13.28 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 18.84 | 19.19 | 23.13 | 20.17 | 17.07 |
| Kotak Focused Fund Reg Gr | 05-07-2019 | 16.08 | 13.58 | 17.65 | 15.84 | 0.0 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 15.27 | 15.38 | 18.79 | 16.17 | 15.65 |
| HDFC Focused Fund GR | 05-09-2004 | 12.93 | 15.98 | 21.3 | 22.97 | 15.5 |
| ITI Focused Fund Reg Gr | 19-06-2023 | 12.61 | 14.54 | 0.0 | 0.0 | 0.0 |
| ABSL Focused Gr | 05-10-2005 | 12.32 | 13.15 | 17.41 | 14.6 | 14.08 |
| Nippon India Focused Fund Gr Plan Gr | 26-12-2006 | 11.0 | 8.64 | 15.29 | 16.01 | 14.48 |
| Old Bridge Focused Fund Reg Gr | 24-01-2024 | 10.79 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Focused Fund Reg Gr | 10-06-2010 | 9.41 | 11.73 | 19.68 | 13.81 | 13.3 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 12.8 | 0.77 | -1.77 | 0.96 | - | - |
| Equity: Focused | - | - | - | - | - | - |