← Sundaram Mutual Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF173K01EK6
NAV · 06-Jul-2026
₹182.1328
1M
+5.44%
6M
-1.37%
1Y (CAGR)
+0.56%
3Y (CAGR)
+11.63%
5Y (CAGR)
—
Since inception (CAGR)
+9.71%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
13.23%
Downside dev (3y)
10.25%
Max drawdown (3y)
-17.2%
Sharpe (3y)
0.39
SIP XIRR (3y)
+6.50%
Calendar-year returns
2023 +25.7%2024 +18.5%2025 +3.0%
Fund facts
Fund managerAshwin Jain · Shalav Saket
AUM₹10,161 Cr
Expense ratio1.3% · 2026-05-31
TER · AMFI officialDirect 1.36% · Regular 2.32% (2026-06-30)
Launch date23-Sep-2005
Plan typeOpen Ended · Equity
Min lumpsum₹300
Min SIP₹100
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 ↗