Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH
code 149533 Focused Fund direct plan · growth NAVs 2022-01-03 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2022-01-03, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.04% | -5.15% | -6.04% | 0.89% | 2026-10-09 → 2026-11-09 |
| 3M | -1.38% | -0.10% | -3.61% | 3.51% | 2026-08-07 → 2026-11-09 |
| 6M | 6.01% | 10.67% | 5.81% | 4.86% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.03% | 2.57% | -1.79% | 4.37% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.22% | 9.71% | 9.55% | 0.16% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 9.53% | 8.97% | 9.31% | -0.35% | 2022-01-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 25.71% | 18.46% | 3.02% |
| benchmark | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 917 | 13.33% | 8.47% | -7.52% | 41.47% | 84% | 31% |
| 3 years | 427 | 14.10% | 13.91% | 9.17% | 21.15% | 100% | 1% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 10.40% |
| volatility | 13.30% |
| max drawdown | -17.17% |
| downside deviation | 9.45% |
| Sharpe ratio | 0.37 |
| Sortino ratio | 0.52 |
| Calmar ratio | 0.61 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: Focused Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y - · 10y -) · as of 2026-10 · 57 months of history
| percentile rank (1 = best) | 3 years of 27 funds |
|---|---|
| return | 70th |
| volatility | 4th |
| Sharpe | 66th |
| Sortino | 70th |
| worst fall | 39th |
| risk-adjusted return (MRAR) | 66th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.