Sundaram Mutual FundEquity Scheme - Focused FundDirectGrowth

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

Scheme code #149533 · Open Ended Schemes

₹186.8844

Latest NAV

04-09-2026

-0.24%

Day change

₹190.0885

52-week high

₹158.5529

52-week low

NAV history

Returns

1 month	-0.16%
3 months	8.45%
6 months	8.77%
1 year (absolute)	6.16%
3 years (absolute)	38.65%
5 years (absolute)	—
1Y CAGR	6.16%
3Y CAGR	11.51%
5Y CAGR	—
Since inception CAGR	10.06%

Risk metrics

Volatility (1Y, annualized σ)	12.87%
Volatility (3Y, annualized σ)	13.37%
Max drawdown (1Y)	-13.71%
Max drawdown (3Y)	-17.17%
Max drawdown (all time)	-20.08%
Sharpe ratio (1Y, rf=6%)	0.01
Sharpe ratio (3Y, rf=6%)	0.39

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Focused Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF173K01EK6
ISIN (Div reinvest)	—
AMC code	S
Scheme code	149533
Earliest NAV date	03-01-2022
Total NAV observations	1,152
History last refreshed	2026-09-06 10:58:18 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.