Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)
NAV · Direct-Growth
As of 18 Aug 2026 · AMFI
Returns
Mixed vs category
1 of 3 periods ahead
Cost
Average
1.30% vs NaN% peers
Volatility
Below average
12.9% vs 15.5% cat (3Y)
Consistency
Strong
positive in 11 of 12 years
Beats its Focused category on 1Y but trails on 3Y & 5Y — and has been steadier than peers.
1Y return
+6.8%
+0.1 vs cat
3Y CAGR
+12.5%
-1.9 vs cat
5Y CAGR
+11.3%
-1.3 vs cat
AUM
₹1.0K Cr
fund size
Expense
1.30%
direct plan
Volatility 3Y
12.9%
▼ vs 15.5%
Go deeper on Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)
Two data-only views, computed from this fund's real NAV history — no projections.
In plain English
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is a Focused scheme from Sundaram. The portfolio is ~95% in equities. Within equity, ~64% sits in large-cap stocks, 8% in mid-cap, and 20% in small-cap. Long-run track record: about 11.3% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -33% in Mar 2020, recovered in 8 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF173K01EK6
NAV (Direct-Growth)
₹189.4204
Last 1Y
+6.76%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2020
-32.8%Peak ₹75.63 on 19 Feb 2020 → trough ₹50.83 on 23 Mar 2020 (1 months down).
Feb 2016
-20.9%Peak ₹50.14 on 3 Mar 2015 → trough ₹39.67 on 25 Feb 2016 (12 months down).
Jun 2022
-20.1%Peak ₹123.79 on 17 Jan 2022 → trough ₹98.94 on 20 Jun 2022 (5 months down).
Apr 2025
-17.2%Peak ₹189.21 on 23 Sept 2024 → trough ₹156.72 on 7 Apr 2025 (7 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
3 / 5
Watch a few items. Read the signal detail before investing.
Expense ratio
1.30% — above the typical 1% for equity.
AUM size
₹1.0K Cr.
Sector concentration
Top 3 sectors = 64.3% — fairly concentrated.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity95.41%
- Cash4.59%
By market cap
- Large cap63.59%
- Mid cap7.83%
- Small cap20.18%
- Others8.40%
Concentration
Holdings
31
Avg market cap
₹1.43 L Cr
Top 10 stocks
53.07%
Top 5 stocks
31.49%
Top 3 sectors
64.27%
Top holdings
Top 15 positions by weight, latest disclosure.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
Peers in Focused
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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