Aeterna Wealth
Focused · Regular plan · Growth

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) (Regular)

Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.8 years old · AMFI code 149532

C
Track-record rating: 21 of 27 in Focused

C (bottom 30%), score 27.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months7.8%2.5%+5.3%6 / 28
1 year1.0%-1.0%+2.0%10 / 28
3 years (a year)10.4%12.0%-1.6%19 / 27
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y12.9%
Max fall, 5Y-20.4%
Up capture, 3Y85
Down capture, 3Y86
Information ratio, 3Y-0.41
Jensen's alpha, 3Y-0.8%
Beta, 3Y0.85
Sharpe, 3Y0.25

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) (Regular plan)?

₹164.13 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) (Regular)?

2.33% a year; the Direct plan's is 1.32%.

What return has Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) given over 3 years?

10.4% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) rated?

C: 21 of 27 Regular plans in Focused, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.