Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)- Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 2.26
Risk: Very High
Equity Scheme - Focused Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 23-09-2005
Exit Load: Nil
Fund Size:₹1,102.39 Cr
Performance
1Y
Fund-8.05%
Cat. Avg.1.49%
2Y
Fund-7.79%
Cat. Avg.1.90%
3Y
Fund1.79%
Cat. Avg.13.01%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.13.10%
SI
Fund0.69%
Cat. Avg.12.98%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 76.88 | 8.11% |
| 2 | ICICI Bank Ltd | 64.62 | 6.82% |
| 3 | Bharti Airtel Ltd | 61.49 | 6.49% |
| 4 | TVS Motor Company Ltd | 56.38 | 5.95% |
| 5 | TREPS | 53.16 | 5.61% |
| 6 | Craftsman Automation Ltd | 52.80 | 5.57% |
| 7 | Kotak Mahindra Bank Ltd | 46.61 | 4.92% |
| 8 | Happy Forgings Ltd | 43.42 | 4.58% |
| 9 | Infosys Ltd | 38.37 | 4.05% |
| 10 | Avenue Supermarts Ltd | 37.96 | 4.01% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59119 | -1.5% | -3.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.14 L. | -5.1% | -5.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.73 L. | -4.0% | -2.7% |
| SI | 07 Jan, 22 | 2.75 L. | 2.80 L. | +1.9% | +0.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 91948 | -8.1% | -8.1% |
| 2Y | 16 Jul, 24 | 1 L. | 85024 | -15.0% | -7.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.05 L. | +4.9% | +1.6% |
| SI | 03 Jan, 22 | 1 L. | 1.03 L. | +3.2% | +0.7% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.