Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
As on 07 Nov 2024
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
EquityNAV
₹ 177.50
CAGR (3 Years)
14.22%
AUM (Cr)
₹ 1,173.33
Risk
Very High Risk
About Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - 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.
Breakdown of this Fund
Aerospace & Defence
9.82%
Air Transport Service
4.75%
Alcoholic Beverages
3.92%
Auto Ancillaries
2.49%
Banks
42.81%
Capital Goods - Electrical Equipment
15.15%
Credit Rating Agencies
4.88%
Crude Oil & Natural Gas
4.32%
Debt Others
5.75%
E-Commerce/App based Aggregator
15.92%
Finance
9.60%
Infrastructure Developers & Operators
9.67%
IT - Software
13.43%
Marine Port & Services
2.14%
Pharmaceuticals
15.68%
Refineries
11.80%
Retail
6.41%
Telecomm-Service
14.54%
Textiles
6.93%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
0.52
Exit Load
Nil
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.