Focused Fundregulargrowth
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.07%
1 Month-10.19%
3 Months-12.33%
6 Months-9.83%
1 Year-5.25%
3 Years (CAGR)+10.67%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+5.82%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.98%
3 Year SIP-0.15%
5 Year SIP—
Since Inception (Jan 2022)+3.92%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149532
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option is a Focused Fund mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations