TickerKhojSundaram Mutual Fund · Equity · Focused · Regular plan
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Regular Plan - Growth
₹157.483NAV on 30 Oct 2026Expense ratio 2.34%
29 Oct 2025NAV low 142.18 · high 169.82-3.8%
In plain words
Over 3 years it returned +9.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.6%.
On 3-year return it ranks 19 of 27 funds in Focused.
A monthly SIP over 3 years ended ₹6,196 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.7% | +1.9% |
| 3 months | -4.5% | -5.1% |
| 6 months | +2.8% | -3.2% |
| 1 year | -3.2% | -10.2% |
| 3 years (yearly) | +9.2% | +7.4% |
| Since start (yearly) | +7.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,687 | -1.8% |
| 3 years | ₹3,60,000 | ₹3,72,759 | +2.2% |
Other plan of this fund: Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - Growth