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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Sundaram·
Focused
1Y
-2.98%
3Y
+11.08%
5Y
-
Since Inception
+8.44%
Sharpe
0.20
Sortino
0.29
Max Drawdown
-20.08%
Volatility
13.82%
Alpha
-0.88%
Beta
0.81
Info Ratio
-0.48
Up / Down Capture
85 / 85
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.0K Cr (January - March 2026)
Expense ratio (Direct)1.30%
Minimum lumpsumRs 300
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#14 of 29
Top 48%
3Y CAGR
#20 of 26
Top 77%
5Y CAGR
-
Sharpe
#27 of 29
Top 93%