Sundaram Focused Fund

Formerly known as Principal Focused Multicap Fund

An open-ended equity scheme with a focus on investing across market capitalization.

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About This Fund

The fund endeavors to invest in about 30 stocks with adequate diversification across sectors.
It invests in a high conviction concentrated portfolio of companies across market capitalization.

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

The fund endeavors to invest in about 30 stocks with adequate diversification across sectors.
It invests in a high conviction concentrated portfolio of companies across market capitalization.

Ideal For

Have an investment horizon of 3+ years
Seek long term capital growth through investments in equity and related securities across market capitalization
Long term capital growth
Investment in equities across market capitalizations

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Half Yearly IDCW: Payout, Sweep/Transfer, Reinvestment

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- For redemption within 7 days from the date of allotment: 0.25%
- For redemption after 7 days from the date of allotment: Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information