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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.27%, with the bottom and top quartiles at 13.18% and 15.63% respectively. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 1.29% on assets of ₹1,020Cr. The fund is currently managed by Ashwin Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 88% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 7.95% |
| ICICI BANK LIMITED | Financial Services | 6.64% |
| BHARTI AIRTEL LIMITED | Communication Services | 6.38% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 5.74% |
| CRAFTSMAN AUTOMATION LIMITED | Consumer Cyclical | 5.70% |
| HAPPY FORGINGS LIMITED | Industrials | 4.86% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 4.10% |
| INFOSYS LIMITED | Technology | 3.55% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.36% |
| TRIVENI TURBINE LIMITED | Industrials | 3.33% |
| TECH MAHINDRA LIMITED | Technology | 3.25% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 3.21% |
| CITY UNION BANK LIMITED | Financial Services | 3.06% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.79% |
| PI INDUSTRIES LIMITED | Basic Materials | 2.76% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.74% |
| TRENT LIMITED | Consumer Cyclical | 2.24% |
| MANKIND PHARMA LIMITED | Healthcare | 2.22% |
| STATE BANK OF INDIA | Financial Services | 2.21% |
| AXIS BANK LIMITED | Financial Services | 2.14% |
| GO DIGIT GENERAL INSURANCE LIMITED | Financial Services | 1.90% |
| KEC INTERNATIONAL LIMITED | Industrials | 1.35% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.19% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.08% |
| AAVAS FINANCIERS LIMITED | Financial Services | 0.21% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 8 | 32.28% |
| Automobile and Auto Components | — | 13.68% |
| Consumer Services | — | 9.35% |
| Capital Goods | — | 8.19% |
| Information Technology | — | 7.99% |
| Telecommunication | — | 6.38% |
| Healthcare | 2 | 5.58% |
| Services | — | 2.79% |
| Chemicals | — | 2.76% |
| Fast Moving Consumer Goods | — | 2.74% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.52% | 1.82% | 11.61% | 27.28% | 40.56% | 82.5% |
| 3Y | 9.35% | 13.18% | 14.27% | 15.63% | 20.82% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 51.6% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.