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

Sundaram · Flexi Cap
High
₹180.03
Current NAV
25 Jun 2026
26.6%
1Y Return
13.6%
3Y CAGR
16.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.96
Sharpe Ratio
0.86
Beta
-0.54
Alpha
1.21
Sortino
Fund Details
Fund House Sundaram
Category Flexi Cap
AUM ₹5010 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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