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Sundaram Mutual Fund · Equity: Focused
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
Benchmark · NIFTY 500 TRITER · 2.24%Inception · 05-01-2013
NAV
₹154.36
-0.67% · as of 29-05-2026
Since inception
14.24%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹1,020 Cr
AUM
Expense ratio
2.24%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.24% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.11%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.82%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.49%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.95%
TREPS5.61%
CRAFTSMAN AUTOMATION LIMITED EQ5.57%
Kotak Mahindra Bank Limited4.92%
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/-4.58%
INFOSYS LIMITED EQ FV RS 54.05%
AVENUE SUPERMARTS LIMITED EQ4.01%
Sector allocation
Financial Services32.76%
Automobile and Auto Components13.50%
Information Technology8.78%
Consumer Services7.99%
Capital Goods7.33%
Telecommunication6.49%
Healthcare5.66%
Fast Moving Consumer Goods4.48%
Services2.76%
Chemicals2.65%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.2% p.a.₹10,000
10 years
Projected value
₹26,59,585
Invested: ₹12,00,000
Gained: ₹14,59,585
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Ashwin Jain, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149532
ISIN (Growth)
INF173K01189
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Focused funds
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