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

1.32% / 2.30%

Active return /yr (full)

-0.4%

Score

Rank (Score, pool)

#229 of 245

Percentile (full, pool)

IR vs benchmark

-0.13

CAGR (absolute)

10.8%

Max drawdown

-15.1%

Months of data

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

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

Drawdown

Fiscal-year record

FY	Active vs BM	vs category	IR	%ile	TE	Benchmark	Fund return	months
FY22*	-0.4%	1.0%	—	50	—	-0.0%	-0.4%	2
FY23	-1.5%	-4.5%	-0.37	16	4.1%	-1.6%	-3.2%	12
FY24	-1.9%	-3.3%	-0.36	34	3.8%	40.1%	38.2%	12
FY25	-0.3%	-2.8%	-0.13	23	5.6%	5.9%	5.7%	12
FY26	-1.2%	-1.9%	-0.40	26	3.8%	-3.1%	-4.3%	12
FY27*	3.5%	1.7%	0.99	58	7.1%	15.1%	18.6%	5

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 (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
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	+1.9					+3.9

Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
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	+2.2					+3.4

Quarterly average AUM & estimated net flows

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 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard

Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.