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MF_149533

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

Equity Scheme - Focused Fund

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End Amount
₹14,785.27
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.44%
MF_149533 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
3.88%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.29
Risk-Adjusted Return
Sortino Ratio
0.43
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 17% 14%
60 days 59% 13% 10%
90 days 59% 11% 9%
180 days 56% 8% 5%
1Yr 64% 5% 4%
3Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option Nifty 50
30 days -18.1% | -64.4% | 11.3% | 149.9% 26.6% | -59.7% | 8.7% | 163.5%
60 days -35.7% | -46.0% | 11.7% | 103.8% -23.0% | -41.6% | 7.8% | 94.7%
90 days -21.9% | -38.8% | 12.5% | 70.9% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -2.2% | -4.2% | 8.0% | 37.3% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 10.4% | 9.6% | 13.7% | 20.2% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 June 3, 2023 502 days 20% Nifty 50: 16% 10362 8282 10397
Sept. 15, 2023 Nov. 30, 2023 76 days 7% Nifty 50: 7% 11655 10820 11668
Sept. 23, 2024 Aug. 8, 2026 684 days 17% Nifty 50: 15% 15839 13119 15853
Aug. 20, 2026 Oct. 30, 2026 71 days 9% Nifty 50: 8% 15913 14527 14785