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

Sundaram Mutual Fund · Focused Fund · Direct · Growth4/5 ★

NAV · as of 11/09/2026

184.07

1D

-0.44%

1Y

+3.65%

Key stats

Expense ratio
1.05%
AUM
₹1.07 K Cr
Launched
01/01/2013
Fund manager
Ashwin Jain; Shalav Saket
Portfolio turnover
0.23%
Risk
Very High Risk
Min lump-sum
₹300
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

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

13/08/2026 to 11/09/2026

O - H - L -

190.09184.0713/08/202611/09/2026
1W-1.51%
1M-2.39%
3M+5.77%
6M+12.96%
1Y+3.65%
3Y+10.26%
MAX+54.09%

Comparable peers

  • ITI Focused Growth Direct Plan

    ITI Focused (G) · ₹612.20 Cr AUM

    1Y+12.03%
    3Y+18.11%
    -
  • Bandhan Focused Growth Direct Plan

    Bandhan Focused (G) · ₹2.09 K Cr AUM

    1Y+6.86%
    3Y+16.12%
    -
  • Invesco India Focused Growth Direct Plan

    Invesco India Focused (G) · ₹6.07 K Cr AUM

    1Y+4.81%
    3Y+20.99%
    -
  • Sundaram Focused Growth Direct Plan

    Sundaram Focused (G) · ₹1.07 K Cr AUM

    1Y+3.65%
    3Y+9.95%
    -
  • ICICI Prudential Focused Growth Direct Plan

    ICICI Pru Focused (G) · ₹17.76 K Cr AUM

    1Y+0.99%
    3Y+16.14%
    -

Investment objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Scheme details

Scheme code
149533
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Focused Fund
Plan
Direct
Return type
Growth
ISIN (Growth)
INF173K01EK6
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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