Sharpe ratio
0.29Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+4.52%1Y Absolute Return
-0.12%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth OptionFund 3Y annualised return · 5Y history unavailable | ₹9,75,751 | ₹7,32,612 | ₹2,43,139 | +11.65% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.10
₹1 Lakh since launch₹1.10 Lakh
Fund age4.9 yrs
Fund information
Scheme code149533
ISININF173K01EK6
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Focused Fund
Expense ratio1.32%
Exit loadExit load of 0.25% if redeemed within 7 days.
Minimum SIP₹100 SIP
Return comparison
35th / 114 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +104.17% | — | — |
| 3M | -0.13% | — | — |
| 6M | +20.88% | — | — |
| 1Y | +4.52% | — | +2.11% |
| 3Y | +11.65% | — | +11.00% |
| Since Launch | +9.87% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.41Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
13.52%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.49How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 31 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.3604% |
| ICICI Bank Ltd | Financial | Equity | 7.2004% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 6.7677% |
| Bharti Airtel Ltd | Technology | Equity | 6.3691% |
| Happy Forgings Ltd. | Materials | Equity | 5.684% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 5.6083% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 4.8186% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.7663% |
| Tech Mahindra Ltd | Technology | Equity | 3.4782% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 3.3507% |
Fund management
AS
Ashwin Jain
Since 2024 · Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Mr. Jain is a B.E. and PGDM.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - focused fund. Ahead of its category average over 3Y by 0.7 points. Ranks 35 of 114 in its category over 1 year.
Strengths
- Ahead of its category average over 3Y by 0.7 points.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 13.5% volatility.
Risk drivers
- None