← All schemes
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Sundaram·
Focused
1Y
+4.03%
3Y
+11.55%
5Y
-
Since Inception
+9.75%
Sharpe
0.18
Sortino
0.26
Max Drawdown
-20.08%
Volatility
13.71%
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
#21 of 28
Top 75%
5Y CAGR
-
Sharpe
#27 of 29
Top 93%