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

Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF173K01EM2

NAV · 06-Jul-2026

₹42.6845

+5.44%

-9.10%

1Y (CAGR)

-7.33%

3Y (CAGR)

+3.45%

5Y (CAGR)

—

Since inception (CAGR)

+1.81%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

14.44%

Downside dev (3y)

12.59%

Max drawdown (3y)

-28.3%

Sharpe (3y)

-0.21

SIP XIRR (3y)

-1.69%

Calendar-year returns

2023 +17.1%2024 +10.4%2025 -1.1%

Fund facts

Fund managerAshwin Jain · Shalav Saket

AUM₹10,161 Cr

Expense ratio1.3% · 2026-05-31

Launch date23-Sep-2005

Plan typeOpen Ended · Equity

Min lumpsum₹300

Min SIP₹100

Lock-inNone

Volatility17.57

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 ↗