Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
As on 21 Nov 2024
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
EquityNAV
₹ 172.31
CAGR (3 Years)
12.86%
AUM (Cr)
₹ 1,104.83
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
9.52%
Air Transport Service
4.26%
Alcoholic Beverages
3.88%
Auto Ancillaries
1.29%
Banks
50.22%
Capital Goods - Electrical Equipment
13.78%
Credit Rating Agencies
2.65%
Crude Oil & Natural Gas
3.50%
Debt Others
7.86%
E-Commerce/App based Aggregator
15.82%
Finance
9.37%
Infrastructure Developers & Operators
10.32%
IT - Software
12.81%
Marine Port & Services
2.11%
Pharmaceuticals
16.93%
Refineries
10.84%
Retail
3.00%
Telecomm-Service
14.75%
Textiles
7.09%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
2.3
Exit Load
0.25% - For redemptions within 7 days from the date of allotment. Nil - For rede...
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.