Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option

Factsheet

As of 31 Aug 2026

Inception

11 Nov 2005

Fund managers

Ashwin Jain (since 21 Oct 2024), Shalav Saket (since 21 Oct 2024)

Benchmark

Nifty 500 TRI

Regular expense

1.9%

Direct expense

1%

Portfolio turnover

25.9

Minimum investment

₹ 300

SIP minimum

₹ 100

Exit load

0.25% within 7 days from the date of allotment; >7 days: Nil

Standard deviation

12.9%

Beta

0.8

Sharpe

0.5