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

Sundaram Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
975 cr
TER direct / regular
1.34% / 2.32%
Active return /yr (full)
-0.1%
Score
32
Rank (Score, pool)
#232 of 245
Percentile (full, pool)
18
IR vs benchmark
-0.05
CAGR (absolute)
9.5%
Max drawdown
-15.1%
Months of data
56
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20222023202420252026-7-30Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2022202320242025202687132177Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20222023202420252026-15-80Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*-0.4%1.0%—50—-0.0%-0.4%2
FY23-1.5%-4.6%-0.37154.1%-1.6%-3.2%12
FY24-1.9%-3.4%-0.36333.8%40.1%38.2%12
FY25-0.3%-3.0%-0.13225.6%5.9%5.7%12
FY26-1.2%-2.0%-0.40263.8%-3.1%-4.3%12
FY27*5.0%1.9%1.23587.2%8.2%13.2%6
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-0.1-0.3-2.3-0.4-0.4-0.9+1.4+0.2+1.2-1.4-0.3-3.3
2023+0.0+1.8-0.4+0.0+0.3+0.6+0.5-0.5-0.6-0.6-0.9-1.0-0.8
2024-2.3+1.8+1.3-0.8+0.1-0.4-1.3+2.0-0.5+1.1+1.0+0.3+2.3
2025-0.5+2.2-3.9-1.4-1.0+0.0+2.1-0.2-1.1-1.6-0.1+0.7-4.8
2026-0.2+0.0+1.3-2.6+0.8+2.7+0.1+3.1+0.2+5.5
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-4.1+3.8-3.1-4.7-5.5+8.8+6.1-3.1+5.2+2.0-3.5+0.8
2023-3.3-0.9-0.1+4.6+4.0+4.9+4.4-1.1+1.6-3.4+6.2+7.0+25.7
2024-0.3+3.4+2.1+2.7+0.8+6.6+3.1+3.0+1.6-5.3+1.0-1.1+18.5
2025-4.0-5.6+3.5+1.8+2.6+3.7-0.7-2.0+0.1+2.7+0.9+0.5+3.0
2026-3.5+0.4-10.1+7.9+0.8+4.4+2.3+3.1-5.5-1.4

Quarterly average AUM & estimated net flows

202220232024202520266148481,082AUM (quarter avg), ₹cr
-15588
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.