Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option vs TATA Focused Fund Direct Plan - Reinvestment 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 appears stronger based on its higher star rating of 3 compared to Sundaram Focused Fund's rating of 2, indicating better overall performance or management quality. While TATA Focused Fund has a lower expense ratio of 0.92%, it also shows lower returns over the past year at -1.34% compared to Sundaram's 4.03%, which may appeal to those prioritizing immediate performance. Investors should consider their priorities, as TATA offers a more favorable expense structure and higher AUM, while Sundaram has recently outperformed in the short term.
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Sundaram Mutual Fund
★★★★★
Equity · Focused
TATA Focused Fund Direct Plan - Reinvestment 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 |