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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH
Focused · Equity
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.36
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.47
Downside-only Sharpe
Max Drawdown
-20.1%
Peak-to-trough · full history
Vol (3Y)
13.3%
Annualised σ of daily returns
Positive Days
54%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.36). Its worst peak-to-trough drop over the full history was 20.1% (moderate drawdowns) between 2022-01-17 and 2022-06-20. About 54% of trading days closed up.
YTD
+1.2%
Calendar YTD
1 Year
+2.5%
Trailing 12 mo
3 Year
+10.4%
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 423 windows
- Best window CAGR
- +20.80%
- Median CAGR
- +13.92%
- Avg CAGR
- +14.16%
- Worst window CAGR
- +9.17%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Focused
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Invesco India Focused Fund
Invesco Mutual Fund
|
+2.7% | +21.5% | +15.3% | — |
|
ITI Focused Fund
ITI Mutual Fund
|
+6.8% | +17.8% | — | — |
|
ICICI Prudential Focused Fund
ICICI Prudential Mutual Fund
|
-0.6% | +16.6% | +15.5% | — |
|
Bandhan Focused Fund
Bandhan Mutual Fund
|
+4.0% | +15.7% | +12.9% | — |
|
SBI Focused Fund
SBI Mutual Fund
|
+10.4% | +15.4% | +11.7% | — |
|
HDFC Focused Fund
HDFC Mutual Fund
|
-2.2% | +15.0% | +18.3% | — |
|
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) (this fund)
Sundaram Mutual Fund
|
+2.5% | +10.4% | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.