Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option vs Tata Focused Fund-Direct Plan-Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Tata Focused Fund-Direct Plan-Growth appears stronger based on its higher star rating of 3 compared to Sundaram Focused Fund's rating of 2, indicating better overall performance and management. Additionally, Tata Focused Fund has a lower expense ratio of 0.92%, which can benefit long-term investors, although it has underperformed in the 1-year return at -1.34% compared to Sundaram's 4.03%. Investors should consider the tradeoff between Tata's better rating and lower costs against its recent poor performance in the short term. Overall, if you prioritize a higher star rating and lower expenses, Tata Focused Fund may be the preferable choice.
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Sundaram Mutual Fund
★★★★★
Equity · Focused
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Focused
| Metric | Sundaram Focused Fund ... | Tata Focused Fund-Dire... |
|---|---|---|
| NAV | ₹185.77 | ₹25.52 |
| Star Rating | ★★ | ★★★ |
| Expense Ratio | 1.32% | 0.92% |
| AUM | ₹1,031 Cr | ₹1,624 Cr |
| 1M Return | +5.04% | +7.57% |
| 3M Return | -1.38% | -2.19% |
| 6M Return | +6.01% | +0.0% |
| 1Y Return | +4.03% | -1.34% |
| 3Y CAGR | +11.22% | +10.14% |
| 5Y CAGR | +8.59% | +9.48% |
| Risk Level | — | — |
| Fund Manager | Dhimant Shah | Rupesh Patel |