Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)- Direct Plan - Growth Option

Q: How to check the XIRR of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 1.29

Risk: Very High

Equity Scheme - Focused Fund

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 23-09-2005

Exit Load: Nil

Fund Size:₹1,102.39 Cr

Performance

Fund0.83%

Cat. Avg.2.72%

Fund0.74%

Cat. Avg.3.13%

Fund10.97%

Cat. Avg.14.41%

FundN/A

Cat. Avg.13.41%

10Y

FundN/A

Cat. Avg.14.35%

Fund9.57%

Cat. Avg.15.19%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		76.88	8.11%
2	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		64.62	6.82%
3	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		61.49	6.49%
4	TVS Motor Company Ltd	Equity	Listed	Large Cap	Automobiles		56.38	5.95%
5	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.61%	53.16	5.61%
6	Craftsman Automation Ltd	Equity	Listed	Small Cap	Auto Components		52.80	5.57%
7	Kotak Mahindra Bank Ltd	Equity	Listed		Banks		46.61	4.92%
8	Happy Forgings Ltd	Equity	Listed	Small Cap	Industrial Products		43.42	4.58%
9	Infosys Ltd	Equity	Listed	Large Cap	It - Software		38.37	4.05%
10	Avenue Supermarts Ltd	Equity	Listed	Large Cap	Retailing		37.96	4.01%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61799	+3.0%	+6.3%
2Y	07 Aug, 24	1.20 L.	1.24 L.	+3.6%	+3.6%
3Y	07 Aug, 23	1.80 L.	1.97 L.	+9.6%	+6.3%
SI	07 Jan, 22	2.75 L.	3.45 L.	+25.4%	+10.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.01 L.	+0.8%	+0.8%
2Y	16 Jul, 24	1 L.	1.01 L.	+1.5%	+0.7%
3Y	17 Jul, 23	1 L.	1.36 L.	+35.9%	+10.8%
SI	03 Jan, 22	1 L.	1.51 L.	+51.4%	+9.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.