equity
flexi cap
AUM : ₹ 1137.75 Cr
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Tenure | Fund Return | Category Average | Rank Within Category |
---|---|---|---|
1 Year | 35.46% | 34.73% | 62/20 |
3 Years | 16.65% | 21.22% | 49/20 |
5 Years | 22.06% | 18.51% | 16/20 |
10 Years | 14.68% | 17.53% | 16/20 |
Fund Name
Rating
3 Years Return
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Fund Category: equity
A fund type refers to the asset allocation pattern or the investment strategy of a mutual fund. Based on the asset allocation pattern/ investment strategy Mutual funds are classified into
Each type of fund has different risks, rewards and features.
Sub Category: flexi cap
A fund sub-category is the categorization of mutual funds within a broader category based on factors like investment style. Understanding the fund sub-categories helps investors choose the right mutual funds that fit their investment objectives. For example, there are 16 sub-categories of debt mutual funds, including liquid funds, money market funds, corporate bond funds, etc.
Benchmark Index: NIFTY 500 TRI
The Benchmark index for a particular mutual fund is the standard against which the scheme plans to measure its performance. It indicates how much an individual’s investment should have earned, which can be used to compare the actual earnings. Ideally, a mutual fund’s target must match the benchmark performance.
It is a statistical value that illustrates the average returns generated by a fund over specified duration.
This determines if a fund can offer returns beyond, under, or similar to market benchmarks.
This measures how efficiently a fund can respond to market volatilities and fluctuations.
This decides how far returns can deviate from expected returns, and its risk ratio.
This estimates a fund’s risk-adjusted returns and the gains it can derive over risk-free returns.
This measures a fund’s performance, regarding downward deviation, which is standard deviation of negative returns.
This is the frequency of assets changing annually, due to market conditions and fund management.
The performance ratio helps you analyse and compare various mutual funds schemes. Through this ratio, you can understand which AMC or investment can offer you inflation-beating gains, risk adjustment, ideal asset allocation, etc. Performance ratios are calculated through the means of alpha, beta, standard deviation, sharpe ratio, sortino ratio, and portfolio turnover.
The Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)-Growth Option is a flexi cap.
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
Min. SIP Amount
₹100
Min. Lumpsum Amount
₹300
Min. Additional Amount
₹300
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
2.24 %
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)-Growth Option
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
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