Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Focused Fund · Direct · IDCW3/5 ★
NAV · as of 11/09/2026
43.14
1D
-0.44%1Y
-4.48%Key stats
- Expense ratio
- 1.05%
- AUM
- ₹1.07 K Cr
- Launched
- 01/01/2013
- Fund manager
- Ashwin Jain; Shalav Saket
- Portfolio turnover
- 0.23%
- Risk
- Very High Risk
- Min lump-sum
- ₹300
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
ITI Focused IDCW Payout Direct Plan
ITI Focused IDCW Payout (DP) · ₹612.20 Cr AUM
1Y+13.64%3Y+18.77%-ITI Focused IDCW Reinvest Direct Plan
ITI Focused IDCW Reinvest (DR) · ₹612.20 Cr AUM
1Y+13.64%3Y+18.77%-Invesco India Focused IDCW Payout Direct Plan
Invesco India Focused IDCW Payout (DP) · ₹6.07 K Cr AUM
1Y+4.83%3Y+20.53%-Invesco India Focused IDCW Reinvest Direct Plan
Invesco India Focused IDCW Reinvest (DR) · ₹6.07 K Cr AUM
1Y+4.83%3Y+20.53%-Sundaram Focused Half Yearly IDCW Payout Direct Plan
Sundaram Focused Half Yearly IDCW Payout (DP) · ₹1.07 K Cr AUM
1Y+3.48%3Y+10.01%-
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.
Scheme details
- Scheme code
- 149534
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Focused Fund
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF173K01EM2
- ISIN (Div. Reinvest)
- INF173K01EL4
- Tradable on exchange
- No