Sundaram Focused Fund Overview
Category Focussed Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹160.26(R) -1.59% ₹176.5(D) -1.58%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 20.64% -% -% -% -%
LumpSum (D) 21.9% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Focussed Fund
Fund Name Rank Rating
Hdfc Focused 30 Fund 1
Invesco India Focused Fund 2
JM Focused Fund 3
Icici Prudential Focused Equity Fund 4
Bandhan Focused Equity Fund 5

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Half Yearly Income Distribution CUM Capital Withdrawal Option 43.22
-0.7000
-1.5900%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option 46.74
-0.7500
-1.5800%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option 160.26
-2.5800
-1.5900%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option 160.26
-2.5800
-1.5900%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option 176.5
-2.8400
-1.5800%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option 176.5
-2.8400
-1.5800%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: Two return parameters of the sundaram focused fund are above average but below the top 25% in the category, as listed below:
      • 1M Return %
      • 3M Return %
    3. Below Average: sundaram focused fund has two return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 6M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For sundaram focused fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: sundaram focused fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: sundaram focused fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: sundaram focused fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For sundaram focused fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.35
2.27
-0.09 | 4.91 13 | 29 Good
3M Return % -6.16
-6.77
-12.73 | -0.96 13 | 29 Good
6M Return % 2.55
2.76
-7.03 | 12.06 17 | 29 Average
1Y Return % 20.64
22.80
14.00 | 45.47 15 | 28 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.43 2.37 0.00 | 5.02 13 | 29
3M Return % -5.93 -6.48 -12.40 | -0.64 13 | 29
6M Return % 3.07 3.39 -6.33 | 12.78 17 | 29
1Y Return % 21.90 24.32 14.78 | 47.46 16 | 28
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.59 ₹ 9,841.00 -1.58 ₹ 9,842.00
1W -3.85 ₹ 9,615.00 -3.83 ₹ 9,617.00
1M 2.35 ₹ 10,235.00 2.43 ₹ 10,243.00
3M -6.16 ₹ 9,384.00 -5.93 ₹ 9,407.00
6M 2.55 ₹ 10,255.00 3.07 ₹ 10,307.00
1Y 20.64 ₹ 12,064.00 21.90 ₹ 12,190.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 ₹ ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Focused Fund NAV Regular Growth Sundaram Focused Fund NAV Direct Growth
20-12-2024 160.2596 176.503
20-12-2024 160.2596 176.503
20-12-2024 160.2596 176.503
20-12-2024 160.2596 176.503
19-12-2024 162.8408 179.3408
19-12-2024 162.8408 179.3408
19-12-2024 162.8408 179.3408
19-12-2024 162.8408 179.3408
18-12-2024 164.219 180.8537
18-12-2024 164.219 180.8537
18-12-2024 164.219 180.8537
18-12-2024 164.219 180.8537
17-12-2024 165.0631 181.7784
17-12-2024 165.0631 181.7784
17-12-2024 165.0631 181.7784
17-12-2024 165.0631 181.7784
16-12-2024 166.7687 183.6517
16-12-2024 166.7687 183.6517
16-12-2024 166.7687 183.6517
16-12-2024 166.7687 183.6517
13-12-2024 166.6786 183.5373
13-12-2024 166.6786 183.5373
13-12-2024 166.6786 183.5373
13-12-2024 166.6786 183.5373
12-12-2024 165.456 182.1861
12-12-2024 165.456 182.1861
12-12-2024 165.456 182.1861
12-12-2024 165.456 182.1861
11-12-2024 165.8769 182.6445
11-12-2024 165.8769 182.6445
11-12-2024 165.8769 182.6445
11-12-2024 165.8769 182.6445
10-12-2024 165.9583 182.7292
10-12-2024 165.9583 182.7292
10-12-2024 165.9583 182.7292
10-12-2024 165.9583 182.7292
09-12-2024 165.8085 182.5593
09-12-2024 165.8085 182.5593
09-12-2024 165.8085 182.5593
09-12-2024 165.8085 182.5593
06-12-2024 166.0598 182.8209
06-12-2024 166.0598 182.8209
06-12-2024 166.0598 182.8209
06-12-2024 166.0598 182.8209
05-12-2024 165.7823 182.5104
05-12-2024 165.7823 182.5104
05-12-2024 165.7823 182.5104
05-12-2024 165.7823 182.5104
04-12-2024 164.2313 180.798
04-12-2024 164.2313 180.798
04-12-2024 164.2313 180.798
04-12-2024 164.2313 180.798
03-12-2024 163.9623 180.4969
03-12-2024 163.9623 180.4969
03-12-2024 163.9623 180.4969
03-12-2024 163.9623 180.4969
02-12-2024 162.9319 179.3577
02-12-2024 162.9319 179.3577
02-12-2024 162.9319 179.3577
02-12-2024 162.9319 179.3577
29-11-2024 162.1925 178.529
29-11-2024 162.1925 178.529
29-11-2024 162.1925 178.529
29-11-2024 162.1925 178.529
28-11-2024 161.3231 177.5671
28-11-2024 161.3231 177.5671
28-11-2024 161.3231 177.5671
28-11-2024 161.3231 177.5671
27-11-2024 163.2377 179.6696
27-11-2024 163.2377 179.6696
27-11-2024 163.2377 179.6696
27-11-2024 163.2377 179.6696
26-11-2024 162.6189 178.9836
26-11-2024 162.6189 178.9836
26-11-2024 162.6189 178.9836
26-11-2024 162.6189 178.9836
25-11-2024 162.2248 178.5451
25-11-2024 162.2248 178.5451
25-11-2024 162.2248 178.5451
25-11-2024 162.2248 178.5451
22-11-2024 159.2071 175.2093
22-11-2024 159.2071 175.2093
22-11-2024 159.2071 175.2093
22-11-2024 159.2071 175.2093
21-11-2024 156.5783 172.3115
21-11-2024 156.5783 172.3115
21-11-2024 156.5783 172.3115
21-11-2024 156.5783 172.3115

Fund Launch Date: 30/Nov/2005
Fund Category: Focussed Fund
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 Description: An open-ended equity scheme investing in maximum 30 multi cap stocks
Fund Benchmark: Nifty 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.