InvestVerdict
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Direct Plan · GROWTH · Focused · Scheme code 149533
Fund houseSundaram Mutual Fund
CategoryFocused
Plan & optionDirect · GROWTH
History4.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.69 | 9.76 | 7.28 | 7.92 | 12.31 | — | — | — | 10.40 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Focused category median |
— | — | — | 5.25 | 15.08 | 13.86 | — | 13.81 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 13.8% | 0.42 | 0.58 | 0.87 | 0.22% | -20.1% | 90.83 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 55 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 180 | -6.1% | 8.7% | 40.6% | 19% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.