MonitorDirect · Growth

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

Sundaram Mutual Fund Equity Scheme - Focused Fund4.7 years

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

NAV: 181.1762; 15 Sept 2026
1Y: +3.6%; Trailing CAGR
Upside capture: +94%; Vs NIFTY 500 TRI
Downside capture: +92%; Lower is better

NAV path pending

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+3.6%
3Y+9.9%
5Yn/a
10Yn/a
SI+9.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.4%
3Y+6.5%
5Yn/a
10Yn/a

Since inception: +9.7%; Calendar-day CAGR
Excess 1Y: +0.2%; Category median, same plan and option
3Y win rate: 0%; Windows beating the median
3Y percentile: 31; Vs comparable share classes
Worst rolling 3Y: +9.6%; 419 daily-ending windows
Median rolling 3Y: +14.0%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +6.5%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +3.8%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +94%; Benchmark-up months
Downside capture: +92%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 22 days; 48 recovered episodes
Longest recovery: 490 days; Trough to prior peak
Current spell: 22 days; Days below latest peak
Time below peak: +91%; NAV observations

17 Jan 2022 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-20.1%
23 Sept 2024 – 10 Aug 2026
Trough 7 Apr 2025 · recovered in 490 days
-17.2%
15 Sept 2023 – 30 Nov 2023
Trough 26 Oct 2023 · recovered in 35 days
-7.2%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-6.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
31
Vs category
51
Consistency
9
Risk-adjusted
43
Drawdown
50
Mean
37

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 54.4%.

Top 5: 33.4%
Top 10: 54.4%
Largest holding: 8.1%
Effective holdings: 22.2

Happy Forgings Ltd.
Materials
8.1%
ICICI Bank Ltd
Financial
7.1%
Repo
Unspecified
6.8%
TVS Motor Company Ltd
Consumer Discretionary
6.6%
Craftsman Automation Ltd
Consumer Discretionary
6.2%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 11 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

All funds

MonitorDirect · Growth

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

Sundaram Mutual Fund Equity Scheme - Focused Fund4.7 years

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

NAV: 181.1762; 15 Sept 2026
1Y: +3.6%; Trailing CAGR
Upside capture: +94%; Vs NIFTY 500 TRI
Downside capture: +92%; Lower is better

Sept 2024 – Sept 2026

All funds

MonitorDirect · Growth

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

Sundaram Mutual Fund Equity Scheme - Focused Fund4.7 years

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

NAV: 181.1762; 15 Sept 2026
1Y: +3.6%; Trailing CAGR
Upside capture: +94%; Vs NIFTY 500 TRI
Downside capture: +92%; Lower is better

NAV path pending

NAV

15 Sept 2026 · +1.7% over 1Y

181.1762

Sept 2025158.5529 – 190.0885Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+3.6%
3Y+9.9%
5Yn/a
10Yn/a
SI+9.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.4%
3Y+6.5%
5Yn/a
10Yn/a

Since inception: +9.7%; Calendar-day CAGR
Excess 1Y: +0.2%; Category median, same plan and option
3Y win rate: 0%; Windows beating the median
3Y percentile: 31; Vs comparable share classes
Worst rolling 3Y: +9.6%; 419 daily-ending windows
Median rolling 3Y: +14.0%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +6.5%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +3.8%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +94%; Benchmark-up months
Downside capture: +92%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-4.7%

Jan 2022-19.0% – 0.0%Sept 2026

Average recovery: 22 days; 48 recovered episodes
Longest recovery: 490 days; Trough to prior peak
Current spell: 22 days; Days below latest peak
Time below peak: +91%; NAV observations

17 Jan 2022 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-20.1%
23 Sept 2024 – 10 Aug 2026
Trough 7 Apr 2025 · recovered in 490 days
-17.2%
15 Sept 2023 – 30 Nov 2023
Trough 26 Oct 2023 · recovered in 35 days
-7.2%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-6.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
31
Vs category
51
Consistency
9
Risk-adjusted
43
Drawdown
50
Mean
37

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 54.4%.

Top 5: 33.4%
Top 10: 54.4%
Largest holding: 8.1%
Effective holdings: 22.2

Happy Forgings Ltd.
Materials
8.1%
ICICI Bank Ltd
Financial
7.1%
Repo
Unspecified
6.8%
TVS Motor Company Ltd
Consumer Discretionary
6.6%
Craftsman Automation Ltd
Consumer Discretionary
6.2%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 11 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+3.6%
3Y+9.9%
5Yn/a
10Yn/a
SI+9.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.4%
3Y+6.5%
5Yn/a
10Yn/a

Since inception: +9.7%; Calendar-day CAGR
Excess 1Y: +0.2%; Category median, same plan and option
3Y win rate: 0%; Windows beating the median
3Y percentile: 31; Vs comparable share classes
Worst rolling 3Y: +9.6%; 419 daily-ending windows
Median rolling 3Y: +14.0%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +6.5%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +3.8%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +94%; Benchmark-up months
Downside capture: +92%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 22 days; 48 recovered episodes
Longest recovery: 490 days; Trough to prior peak
Current spell: 22 days; Days below latest peak
Time below peak: +91%; NAV observations

17 Jan 2022 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-20.1%
23 Sept 2024 – 10 Aug 2026
Trough 7 Apr 2025 · recovered in 490 days
-17.2%
15 Sept 2023 – 30 Nov 2023
Trough 26 Oct 2023 · recovered in 35 days
-7.2%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-6.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
31
Vs category
51
Consistency
9
Risk-adjusted
43
Drawdown
50
Mean
37

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 54.4%.

Top 5: 33.4%
Top 10: 54.4%
Largest holding: 8.1%
Effective holdings: 22.2

Happy Forgings Ltd.
Materials
8.1%
ICICI Bank Ltd
Financial
7.1%
Repo
Unspecified
6.8%
TVS Motor Company Ltd
Consumer Discretionary
6.6%
Craftsman Automation Ltd
Consumer Discretionary
6.2%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 11 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

NAV

15 Sept 2026 · +1.7% over 1Y

181.1762

Sept 2025158.5529 – 190.0885Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+3.6%
3Y+9.9%
5Yn/a
10Yn/a
SI+9.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+7.4%
3Y+6.5%
5Yn/a
10Yn/a

Since inception: +9.7%; Calendar-day CAGR
Excess 1Y: +0.2%; Category median, same plan and option
3Y win rate: 0%; Windows beating the median
3Y percentile: 31; Vs comparable share classes
Worst rolling 3Y: +9.6%; 419 daily-ending windows
Median rolling 3Y: +14.0%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +6.5%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +3.8%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +94%; Benchmark-up months
Downside capture: +92%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-4.7%

Jan 2022-19.0% – 0.0%Sept 2026

Average recovery: 22 days; 48 recovered episodes
Longest recovery: 490 days; Trough to prior peak
Current spell: 22 days; Days below latest peak
Time below peak: +91%; NAV observations

17 Jan 2022 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-20.1%
23 Sept 2024 – 10 Aug 2026
Trough 7 Apr 2025 · recovered in 490 days
-17.2%
15 Sept 2023 – 30 Nov 2023
Trough 26 Oct 2023 · recovered in 35 days
-7.2%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-6.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
31
Vs category
51
Consistency
9
Risk-adjusted
43
Drawdown
50
Mean
37

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 54.4%.

Top 5: 33.4%
Top 10: 54.4%
Largest holding: 8.1%
Effective holdings: 22.2

Happy Forgings Ltd.
Materials
8.1%
ICICI Bank Ltd
Financial
7.1%
Repo
Unspecified
6.8%
TVS Motor Company Ltd
Consumer Discretionary
6.6%
Craftsman Automation Ltd
Consumer Discretionary
6.2%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 11 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

No status reasons yet. History is still thin.

Supporting reads

No supporting reads in the current evidence set.

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

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Edelweiss Focused Fund

ITI Focused Fund

Old Bridge Focused Fund

SBI FOCUSED FUND

Kotak Focused Fund

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

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

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Edelweiss Focused Fund

ITI Focused Fund

Old Bridge Focused Fund

SBI FOCUSED FUND

Kotak Focused Fund

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

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision