Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
₹154.3567
₹1.04 (-0.67%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹154.3567
₹1.04 (-0.67%)
29 May 2026
AMFI: 149532
Direct · Growth
₹₹172.4051
₹1.15 (-0.66%)
29 May 2026
AMFI: 149533
Regular · IDCW
₹₹36.8137
₹0.25 (-0.67%)
29 May 2026
AMFI: 149531
Direct · IDCW
₹₹40.2431
₹0.14 (+0.35%)
15 May 2026
AMFI: RTA-INF173K01EL4
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹26,500
Invested
₹31,152
Value today
7.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,413
Value today
8.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,79,343
Value today
+3.7%
vs lumpsum
STP beat direct lumpsum by 3.7% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Focused Fund by 5Y CAGR
HDFC Focused Fund - GROWTH PLAN
ICICI Prudential Focused Equity Fund - Growth
Mahindra Manulife Focused Fund - Regular Plan - Growth
Fund Details
Risk Metrics
Trailing 1 year, annualised-0.70
Sharpe Ratio
-0.08
Alpha
0.43
Beta
-0.69
Sortino
13.39%
Std Dev
-14.91%
Max Drawdown
Portfolio Holdings
Top 29 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
HDFC Bank Ltd INE040A01034 | 8.11% |
ICICI Bank Ltd INE090A01021 | 6.82% |
Bharti Airtel Ltd INE397D01024 | 6.49% |
TVS Motor Company Ltd INE494B01023 | 5.95% |
Craftsman Automation Ltd INE00LO01017 | 5.57% |
Kotak Mahindra Bank Ltd INE237A01036 | 4.92% |
Happy Forgings Ltd INE330T01021 | 4.58% |
Infosys Ltd INE009A01021 | 4.05% |
Avenue Supermarts Ltd INE192R01011 | 4.01% |
Apollo Hospitals Enterprise Ltd INE437A01024 | 3.52% |
SBI Life Insurance Company Ltd INE123W01016 | 3.38% |
Tech Mahindra Ltd INE669C01036 | 3.29% |
City Union Bank Ltd INE491A01021 | 2.92% |
Interglobe Aviation Ltd INE646L01027 | 2.76% |
Triveni Turbine Ltd INE152M01016 | 2.75% |
PI Industries Ltd INE603J01030 | 2.65% |
TATA Consumer Products Ltd INE192A01025 | 2.62% |
State Bank of India INE062A01020 | 2.18% |
Go Digit General Insurance Ltd INE03JT01014 | 2.15% |
Mankind Pharma Ltd INE634S01028 | 2.14% |
Axis Bank Ltd INE238A01034 | 2.11% |
Info Edge (India) Ltd INE663F01032 | 2.06% |
Sedemac Mechatronics Ltd INE00XB01019 | 1.98% |
Trent Ltd INE849A01020 | 1.92% |
Colgate Palmolive (India) Ltd INE259A01022 | 1.86% |
HCL Technologies Ltd INE860A01027 | 1.44% |
KEC International Ltd INE389H01022 | 1.33% |
Whirlpool of India Ltd INE716A01013 | 0.77% |
Aavas Financiers Ltd INE216P01012 | 0.17% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option is a Focused Fund mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,045 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations