AMC
Sundaram Mutual Fund
Category
Focused Fund
ISIN
INF173K01EM2

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)

₹41.8797

−₹0.3517 (−0.83%)

NAV · Direct · IDCW ·

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)'s Direct IDCW NAV was ₹41.8797 on 19 Oct 2026, down 0.83% on the day. Its 3-year return is 3.07% a year.

52-week NAV range10.4% below high
₹37.1592₹46.7253
Expense ratio
1.30%
Fund size
₹1,022.41 Cr
Min. investment
₹300

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹37.1592 to ₹46.7253.

Direct · IDCW plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.

Fund details

Expense ratio
1.30% (Direct)
Exit load
0.25% if redeemed/switched within 7 days from allotment, nil thereafter
Riskometer
Very high
Benchmark
Nifty 500 TRI
Launched
31 Dec 2021
Fund managers
Ashwin Jain, Shalav Saket

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF173K01EK6₹178.6989−0.83%1.30%−1.16%
Regular · GrowthINF173K01189₹159.3838−0.84%—−2.14%
Direct · IDCWINF173K01EM2₹41.8797−0.83%1.30%−8.91%
Regular · IDCWINF173K01197₹38.0127−0.84%—−9.88%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) moves about as much as the market

Volatility, past year

This fund15%
Nifty 50015%

Worst fall, past year

This fund−20%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is an open-ended mutual fund from Sundaram Mutual Fund, in the Focused Fund category. It began on 31 Dec 2021. It is benchmarked to the Nifty 500 TRI. The fund manages ₹1,022.41 Cr across its plans as of 16 Oct 2026. The Direct · IDCW plan has an expense ratio of 1.30%. The minimum first investment is ₹300, and SIPs are available.

FAQs

What is the NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

The NAV of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) (Direct · IDCW) was ₹41.8797 on 19 Oct 2026, down 0.83% from the previous NAV.

What plans does Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) have?

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the expense ratio of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

The Direct · IDCW plan of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) has an expense ratio of 1.30%.

What is the fund size (AUM) of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) manages ₹1,022.41 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) delivered?

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) returned −8.91% over 1Y, +3.07% a year over 3Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund): 0.25% if redeemed/switched within 7 days from allotment, nil thereafter.

What is the minimum investment and SIP amount for Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

The minimum first investment in Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is ₹300, and ₹300 after that. SIPs are available (SIP available Daily (Rs.100, 92 installments), Weekly (Rs.1000, 12 installments), Monthly (Rs.100, 12 installments), Quarterly (Rs.750, 12 installments). Dates: 1st to 31st or any working day for weekly.).

How risky is Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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