Sundaram Mutual Fund

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)

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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is a Multi Cap fund managed by Sundaram Mutual Fund.

Category: Multi Cap
4/5
very high Risk

1Y

0%

3Y

0%

5Y

0%

10Y

%

Since Inception

0%

Current NAV

₹188.34

Lumpsum

₹5,000

SIP

₹500/month

VIEW ON BROKER on Sundaram Mutual Fund's website

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a Multi Cap investment strategy managed by Sundaram Mutual Fund.

Key Features

  • NAV: ₹188.34
  • Multi Cap category fund
  • Managed by Sundaram Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      Low Expense

      Calculated based on rewards, fees, and benefits analysis.

      4.6
      Pro Score
      Returns0/10
      Cost Efficiency10/10
      Rating8/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Sundaram Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

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      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

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      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodSundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)CRISIL Composite BondDifference
      1Y0%——
      3Y0%——
      5Y0%——

      Return Calculator

      Monthly investment

      Based on 12% CAGR (estimated returns)

      PeriodInvestedValueGain
      1Y₹60,000₹64,047+₹4,047
      3Y₹1.8 L₹2.2 L+₹37,538
      5Y₹3.0 L₹4.1 L+₹1.1 L
      10Y₹6.0 L₹11.6 L+₹5.6 L
      15Y₹9.0 L₹25.2 L+₹16.2 L
      20Y₹12.0 L₹50.0 L+₹38.0 L

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) a good investment?

      Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) has delivered 0% returns over 3 years with a very_high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.

      What is the expense ratio of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

      The expense ratio is 0%. This is the annual fee charged by Sundaram Mutual Fund for managing the fund. We recommend comparing with similar funds in the Multi Cap category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Frequently Asked Questions

      Is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) a good investment?›
      Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) has delivered 0% returns over 3 years with a very_high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.
      What is the expense ratio of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?›
      The expense ratio is 0%. This is the annual fee charged by Sundaram Mutual Fund for managing the fund. We recommend comparing with similar funds in the Multi Cap category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.
      InvestingPro Verdict

      Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)

      4.0
      Returns0.0/10
      Consistency5.0/10
      Expense Ratio10.0/10
      Fund Management8.0/10

      Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is a Multi Cap fund managed by Sundaram Mutual Fund with an expense ratio of 0%. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

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