Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF173K01197

NAV · 06-Jul-2026

₹38.8524

+5.35%

-9.62%

1Y (CAGR)

-8.31%

3Y (CAGR)

+2.39%

5Y (CAGR)

—

Since inception (CAGR)

+0.76%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

14.45%

Downside dev (3y)

12.61%

Max drawdown (3y)

-29.5%

Sharpe (3y)

-0.28

SIP XIRR (3y)

-2.71%

Calendar-year returns

2023 +15.8%2024 +9.3%2025 -2.0%

Fund facts

Fund managerAshwin Jain · Shalav Saket

AUM₹10,161 Cr

Launch date23-Sep-2005

Plan typeOpen Ended · Equity

Min lumpsum300

Lock-inNone

Volatility15.67

AMCSundaram Asset Management Company Ltd

Objective · The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

scheme documents ↗