MF Gyan
sectorHigh risk5 years oldAccelerating recently (last 6m ≈ 18% p.a.)

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit
₹186.8844
▼ 0.24% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.06 L
▲ ₹6.2k gain · 6.2% / year
Invested 3 years ago
₹1.39 L
▲ ₹38.6k gain · 11.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.00 L
Gain / loss+₹20.3k
XIRR (annualised)7.41%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.02 L
Projected gain*+₹22.1k
*at this fund's historical rate of 7.41% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 44 other funds in Equity Scheme - Focused Fund

Same plan
1-year return
6.16%median 4.76% (+1.40%)
Rank #21 of 45Beats 55% of peers
3-year return
11.51%median 12.38% (-0.88%)
Rank #24 of 45Beats 45% of peers
Bumpiness (3Y)
13.37%median 15.63% (-2.26%)
Rank #5 of 45Less risky than 91% of peers
Worst-ever drop
-20.08%median -36.32% (+16.24%)
Rank #39 of 45Less risky than 14% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 5 years were positive.

-1%
2022
+25%
2023
+18%
2024
+3%
2025
+2%
2026
Best year
2023 · 24.57%
Worst year
2022 · -0.69%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
13.4%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-20.08%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH against other sector funds.

Technical details (for the pros)
CAGR — 1 year6.16%
CAGR — 3 years11.51%
CAGR — 5 years—
CAGR — since launch10.06%
Volatility — 1 year (annualised)12.87%
Volatility — 3 years (annualised)13.37%
Max drawdown — 1 year-13.71%
Max drawdown — 3 years-17.17%
Sharpe ratio — 1 year (rf=6%)0.01
Sharpe ratio — 3 years (rf=6%)0.39

Fund info

Fund house
Sundaram Mutual Fund
Category
Equity Scheme - Focused Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF173K01EK6
ISIN (Div re-invest)
—
Fund code
149533
First price on record
3 Jan 2022 · 1,152 daily prices

About Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH is a Equity Scheme - Focused Fund offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 5 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH is ₹186.8844 (as of 4 Sep 2026). Historically, it has delivered 6.16% over the last year, 11.51% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 13.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 20.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH?+

The latest NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH is ₹186.8844 as of 4 Sep 2026, down 0.24% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH?+

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH has delivered 1-year return 6.16%, 3-year CAGR 11.51%, since-inception CAGR 10.06%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH belong to?+

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH is categorised as Equity Scheme - Focused Fund. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH?+

Based on its 3-year annualised volatility of 13.4%, Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH a direct plan?+

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH?+

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH has NAV history available from 3 Jan 2022 — approximately 5 years of track record and 1,152 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.