Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option vs TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
TATA Focused Fund Direct Plan stands out with a higher star rating of 3 compared to Sundaram Focused Fund's rating of 2, indicating a stronger overall performance and investor confidence. However, Sundaram Focused Fund has delivered better returns over the 1-year, 3-year, and 5-year periods, albeit with a higher expense ratio of 1.32% compared to TATA's 0.92%. Investors should consider the tradeoff between TATA's lower expense ratio and higher rating against Sundaram's superior returns when making their choice.
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Sundaram Mutual Fund
★★★★★
Equity · Focused
TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
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 |