Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund)

FocusedEquityVery High risk Rank 19 of 30

NAV · Direct-Growth

₹189.37-0.55-0.29%

As of 1 Sept 2026 · AMFI

NAV growth+7.3%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Cost

High

1.05% vs 0.79% peers

Volatility

Below average

12.9% vs 15.4% 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

+7.3%

+0.5 vs cat

3Y CAGR

+12.1%

-1.4 vs cat

5Y CAGR

+10.7%

-1.2 vs cat

AUM

₹1.1K Cr

fund size

Expense

1.05%

direct plan

Volatility 3Y

12.9%

▼ vs 15.4%

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.

Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Focused Fund (Formerly Known As Principal Focused Multicap Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is a Focused scheme from Sundaram. The portfolio is ~97% in equities. Within equity, ~65% sits in large-cap stocks, 7% in mid-cap, and 20% in small-cap. Long-run track record: about 10.7% CAGR over 5 years. Volatility is below the equity average — drawdowns are usually shallower. 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)

₹189.3666

Last 1Y

+7.28%

Sept 25Min ₹158.55 · Max ₹190.09 · 248 ptsSept 26

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).

Recovered in 8 months· 9 Nov 2020

Feb 2016

-20.9%

Peak ₹50.14 on 3 Mar 2015 → trough ₹39.67 on 25 Feb 2016 (12 months down).

Recovered in 5 months· 25 Jul 2016

Jun 2022

-20.1%

Peak ₹123.79 on 17 Jan 2022 → trough ₹98.94 on 20 Jun 2022 (5 months down).

Recovered in 12 months· 5 Jun 2023

Apr 2025

-17.2%

Peak ₹189.21 on 23 Sept 2024 → trough ₹156.72 on 7 Apr 2025 (7 months down).

Recovered in 16 months· 10 Aug 2026

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
1.05% — above the typical 1% for equity.
AUM size
₹1.1K Cr.
Sector concentration
Top 3 sectors = 66.1% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.54%	-1.19%	1/ 31
1M	+2.85%	+1.05%	5/ 31
3M	+10.55%	+7.48%	5/ 31
6M	+7.36%	+5.38%	9/ 31
YTD	+4.06%	+2.68%	10/ 31
1Y	+7.28%	+6.76%	11/ 31
2Y	+1.54%	+2.07%	15/ 31
3Y	+12.12%	+13.50%	19/ 30
5Y	+10.67%	+11.84%	22/ 28
7Y	+16.82%	+16.23%	8/ 22
10Y	+13.62%	+13.58%	7/ 16

Portfolio composition

Asset allocation

Equity96.76%
Cash3.24%

By market cap

Large cap64.98%
Mid cap6.72%
Small cap20.18%
Others8.12%

Concentration

Holdings

Avg market cap

₹1.52 L Cr

Top 10 stocks

54.40%

Top 5 stocks

33.38%

Top 3 sectors

66.06%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
HDFC Bank Ltd
—8.11%
1
HDFC Bank Ltd
—7.70%
1
HDFC Bank Ltd
—7.36%
2
ICICI Bank Ltd
—7.20%
2
ICICI Bank Ltd
—6.82%
3
TVS Motor Co Ltd
—6.77%
2
ICICI Bank Ltd
—6.63%
3
Bharti Airtel Ltd
—6.49%
4
Bharti Airtel Ltd
—6.37%
3
Bharti Airtel Ltd
—6.21%
4
TVS Motor Co Ltd
—5.95%
5
Happy Forgings Ltd
—5.68%
6
Craftsman Automation Ltd
—5.61%
6
Craftsman Automation Ltd
—5.57%
4
TVS Motor Co Ltd
—5.54%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio28.6626.96+1.70
P/B ratio3.903.88+0.02
Price / Sales3.853.56+0.29
Price / Cash Flow22.2719.62+2.65
Dividend yield0.97%0.99%-0.02
Return on equity (ROE)17.02%18.72%-1.70

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
10.2912.9213.2617.8415.4514.60
Sharpe ratio
Risk-adjusted return — higher is better.
-0.070.380.440.010.460.48
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.100.540.660.060.690.75
Beta
1 = moves with the market. <1 = less volatile.
0.840.810.870.980.950.93

Peers in Focused

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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