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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:

₹ 1,019.95 Cr

Expense Ratio

2.24%

Benchmark

NIFTY 500 TRI

ISIN

INF173K01197

Minimum Investment

300.0

Minimum Topup

300.0

Minimum SIP Amount

100

Fund Manager

Ashwin Jain, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) -2.44 9.87 9.1
NIFTY 500 TRI -0.49 13.47 12.04
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
36.6555
Last change
-0.13 (-0.3661%)
Fund Size (AUM)
₹ 1,019.95 Cr
Performance
13.46% (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
Ashwin Jain, Shalav Saket
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 7.95
TREPS 7.07
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.64
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 6.38
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 5.74
CRAFTSMAN AUTOMATION LIMITED EQ 5.7
Kotak Mahindra Bank Limited 4.96
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/- 4.86
AVENUE SUPERMARTS LIMITED EQ 4.1
INFOSYS LIMITED EQ FV RS 5 3.55

Sector Allocation

Sector Holdings (%)
Financial Services 32.28
Automobile and Auto Components 13.68
Consumer Services 9.35
Capital Goods 8.19
Information Technology 7.99
Telecommunication 6.38
Healthcare 5.58
Services 2.79
Chemicals 2.76
Fast Moving Consumer Goods 2.74

Peer Comparison

Scheme Name 5Y (%)
Sundaram Focused Fund IDCW 9.1