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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Sundaram·
Focused
1Y
+2.90%
3Y
+10.44%
5Y
-
Since Inception
+9.34%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-20.08%
Volatility
13.59%
Alpha
-0.13%
Beta
0.81
Info Ratio
-0.26
Up / Down Capture
87 / 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 28
Top 71%
5Y CAGR
-
Sharpe
#25 of 29
Top 86%