← Sundaram Mutual Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF173K01189
NAV · 06-Jul-2026
₹162.9050
1M
+5.35%
6M
-1.87%
1Y (CAGR)
-0.43%
3Y (CAGR)
+10.51%
5Y (CAGR)
—
Since inception (CAGR)
+8.59%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
13.23%
Downside dev (3y)
10.25%
Max drawdown (3y)
-17.6%
Sharpe (3y)
0.30
SIP XIRR (3y)
+5.44%
Calendar-year returns
2023 +24.4%2024 +17.2%2025 +2.0%
Fund facts
Fund managerAshwin Jain · Shalav Saket
AUM₹10,161 Cr
TER · AMFI officialDirect 1.36% · Regular 2.32% (2026-06-30)
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 ↗