Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Focused Fund ) / AMFI 149533
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Focused Fund ) • Direct Plan • GROWTH
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
- Latest NAV (2026-11-09)
- ₹185.7688
- AMFI Code / ISIN
- 149533 / INF173K01EK6
- Category Peer Standing
- #38 of 84 ranked peers in Open Ended Schemes ( Equity Scheme - Focused Fund ) by 3Y Sortino
- Historical Track
- 2022-01-03 to 2026-11-09 (1,196 daily observations)
- Expense Ratio (TER)
- Data unavailable (published only when verified against AMC statutory disclosures)
- SEBI Riskometer
- Data unavailable
Trailing CAGR, Rolling Returns & Risk Ratios
- 1Y CAGR
- +4.03% p.a.
- 3Y CAGR
- +11.22% p.a.
- 5Y CAGR
- N/A
- 10Y CAGR
- N/A
- Since Inception CAGR
- +9.53% p.a.
- Sortino Ratio (3Y)
- 0.49
- Sharpe Ratio (3Y)
- 0.35
- Calmar Ratio
- 0.56
- Annualized Volatility (3Y)
- +13.40%
- Maximum Drawdown
- -20.08%
- 1Y / 3Y / 5Y Rolling Mean CAGR
- +12.94% / +13.71% / N/A
Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology
Monthly Portfolio Holdings & Overlap Check
Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.
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