Sundaram Mutual Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Focused
+10.4% 3Y CAGR
UTI Mutual Fund
Focused · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
UTI Focused Fund is a Focused fund from UTI Mutual Fund, with NAVs going back to August 2021. This page covers its direct plan, growth option. It manages ₹2,322 crore, the 15th largest of 28 Focused funds. Its expense ratio is 1.14% a year, higher than the median of 1.09% for Focused funds.
Over the last three years it returned 10.06% a year, 20th of 27 Focused funds (median 12.58%). Over five years it returned 8.89% a year, 16th of 22. It is 0.37 percentage points a year behind its benchmark, the Nifty 500 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 19.3%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-6.04%
3 Years
+10.06%
5 Years
+8.89%
Since launch (26 Aug 2021)
+9.41%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -6.64% | -7.58% | +0.94 pts |
| 3 Years | +10.02% | +10.39% | -0.37 pts |
| 5 Years | +8.87% | +8.85% | +0.02 pts |
| Since launch | +9.40% | +10.00% | -0.60 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
13.6%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-19.3%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 26 Aug 2021.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on UTI Mutual Fund's website before you invest.
Funds next to UTI Focused Fund, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
Focused
+10.4% 3Y CAGR
Baroda BNP Paribas Mutual Fund
Focused
+9.0% 3Y CAGR
UTI Focused Fund - Direct Plan - Growth Option
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