Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund Equity Focused Fund
Expense Ratio
1.30%
AUM
₹99.86 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-41.31%
Poor
6 Months
-2.99%
Poor
1 Year
+3.11%
Poor
3 Years
+14.12%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹99.86 Cr
Recent Trend
Growing
Stability Score
19.5
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+26.50%
3Y
3Y CAGR
+102.32%
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.80%
Annualized standard deviation
Sharpe Ratio
0.281
Poor - Risk-adjusted return
Max Drawdown
-20.10%
High - Worst decline
Consistency
63.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.87%
Average daily price movement
Annualized Volatility
13.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance