All comparisons
Head-to-head
Principal Focused Multicap Fund- Direct Plan - Growth OptionvsSBI FOCUSED FUND - Direct Plan - Growth
Side-by-side comparison of Principal Focused Multicap Fund- Direct Plan - Growth Option and SBI FOCUSED FUND - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Principal Focused Multicap Fund- Direct Plan - Growth Option
3Y ago₹1.81 L
5Y ago₹2.40 L
sector
SBI FOCUSED FUND - Direct Plan - Growth
3Y ago₹1.59 L
5Y ago₹1.81 L
Normalised price over time
Both funds start 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 |
| Latest NAV | ₹116.59 | ₹453.9745 |
| Assets managed (AUM) | — | — |
| 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 |
Explore each fund individually
Principal Focused Multicap Fund- Direct Plan - Growth Option →SBI FOCUSED FUND - Direct Plan - Growth →
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