Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Focused Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund · Managed by Ashwin Jain; Shalav Saket
4weak
Latest NAV
₹40.1470
as of 07 Aug 2026
AUM
—
Expense ratio
—
Inception
14 May 2026
FundScore
4/100weak
Rank #108 of 114 in Focused Fund · top 96%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.24%
3M
7.23%
6M
5.57%
1Y
-1.90%
3Y CAGR
2.70%
5Y CAGR
—
Since incep.
1.57%
Fund details
- Fund manager
- Ashwin Jain; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 26%
- Volatility (3Y)
- 15.7%
- Rating (external)
- ★★★★☆as of 30 Jun 2026
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.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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