Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund Equity Focused Fund
Expense Ratio
1.30%
AUM
₹1.29 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-41.31%
Poor
6 Months
-2.99%
Poor
1 Year
-0.99%
Poor
3 Years
+7.40%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹1.29 Cr
Recent Trend
Growing
Stability Score
4.5
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+6.80%
3Y
3Y CAGR
+17.21%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.70%
Annualized standard deviation
Sharpe Ratio
-0.200
Very Poor - Risk-adjusted return
Max Drawdown
-22.90%
High - Worst decline
Consistency
54.5%
Performance consistency
Volatility Breakdown
Daily Volatility
0.93%
Average daily price movement
Annualized Volatility
14.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance