Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Principal Focused Multicap Fund- Direct Plan - Growth Option
3Y ago₹1.81 L
5Y ago₹2.40 L
sectorDirect
SBI FOCUSED FUND - Direct Plan - Growth
3Y ago₹1.59 L
5Y ago₹1.81 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Focused Multicap Fund… | SBI FOCUSED FUND - Direct Plan … |
|---|---|---|
| Fund house | Principal Mutual Fund | SBI Mutual Fund |
| Category | Equity Scheme - Focused Fund | Equity Scheme - Focused Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹116.59 | ₹453.9745 |
| Assets managed (AUM) | — | — |
| 1M return | 0.74% | 0.08% |
| 6M return | 10.13% | 8.03% |
| 1Y return | 34.24% | 15.67% |
| 3Y CAGR | 21.95% | 16.61% |
| 5Y CAGR | 19.12% | 12.60% |
| Since inception CAGR | 15.78% | 15.70% |
| Bumpiness · 3Y (annualised σ) | 20.18 | 12.02 |
| Worst drop ever | -32.79% | -32.74% |
| Sharpe · 3Y (rf=6%) | 0.71 | 0.80 |