Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) |
|---|---|
| Category | Focused |
| Share of three-year stretches it beat its category P4 | 0% of 21 |
| Regular plan costs more than Direct by, a year P5 | 1.12% |
| Portfolio turned over a year P1 | 62% |
| Run by P7 | Ashwin Jain · 1.9 yrs |
| 1-year return | 2.5% |
| 3 years p.a. | 10.6% |
| 5 years p.a. | — |
| Deepest fall (max drawdown) | −17.2% |
| Assets (AUM) | ₹1,057 Cr |
| Disclosed history | 4.7 yrs |
| Holdings · top ten weight | 31 · 56% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.