sectorHigh risk

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

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

₹43.798

▼ 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

₹97.8k

▼ ₹2.2k loss · -2.2% / year

Invested 3 years ago

₹1.10 L

▲ ₹10.4k gain · 3.3% / year

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

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness

14.6%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-28.34%

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

Technical details (for the pros)

CAGR — 1 year-2.16%

CAGR — 3 years3.35%

CAGR — 5 years—

CAGR — since launch2.41%

Volatility — 1 year (annualised)14.83%

Volatility — 3 years (annualised)14.56%

Max drawdown — 1 year-20.47%

Max drawdown — 3 years-28.34%

Sharpe ratio — 1 year (rf=6%)-0.56

Sharpe ratio — 3 years (rf=6%)-0.18

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Focused Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF173K01EM2
ISIN (Div re-invest): INF173K01EL4
Fund code: 149534
First price on record: 3 Jan 2022 · 1,152 daily prices

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.