EquityFocused FundDirect · Growth
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Sundaram · Scheme 149533
₹189.42▼ 0.07%NAV · 2026-09-18
Average FundScore
AUM
₹1,068 cr
Expense ratio
1.30%
3Y CAGR
12.5%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Dhimant ShahExit load: Exit load of 0.25% if redeemed within 7 days.
Average · 54/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.2%
- ✓Alpha vs benchmark: +4.3%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.33) — took on risk without enough payoff.
- •3Y CAGR vs category: -2.4% vs category avg
- •1Y return: +6.8%
FundScore breakdown
54/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.