COMPARE
SBI Focused Fund - Direct Plan -growth vs Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
SBI Focused Fund and Sundaram Focused Fund- are both in the Focused Fund category, from SBI Funds Management Limited and Sundaram Asset Management Company Ltd respectively. SBI Focused Fund has posted a higher 3-year rolling CAGR. SBI Focused Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
SBI Focused Fund has the lower direct-plan expense ratio, by 0.50 percentage points.
| SBI Focused Fund - Direct Plan -growth | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option | |
|---|---|---|
| Category | Focused Fund | Focused Fund |
| AMC | SBI Funds Management Limited | Sundaram Asset Management Company Ltd |
| Benchmark | BSE 500 | Nifty 500 TRI |
| NAV | ₹434.5819 (2026-10-28) | ₹175.8776 (2026-10-28) |
| AUM | ₹49,853.773 Cr | ₹1,009.7 Cr |
| Expense Ratio (Direct) | 0.84% | 1.34% |
| Inception | 2004-08-23 | 2005-09-23 |
Returns
SBI Focused Fund leads on 3-year rolling CAGR (16.6% vs Sundaram Focused Fund-'s 14.0%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Sundaram Focused Fund- has been the more volatile of the two by standard deviation.
Portfolio Analytics
Sundaram Focused Fund- carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| SBI Focused Fund - Direct Plan -growth | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option | |
|---|---|---|
| P/E Ratio | 24.1021 | 26.6089 |
| P/B Ratio | 2.24 | - |
| Dividend Yield | 0.7809% | 0.8039% |
| Active Share | 82.03% | - |
| Portfolio Turnover | 36% | 2330% |
| YTM | 5.3459% | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
SBI Focused Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, SBI Focused Fund or Sundaram Focused Fund-?
SBI Focused Fund's 3-year rolling CAGR of 16.6% is higher than Sundaram Focused Fund-'s 14.0%. SBI Focused Fund sits in the 52nd percentile of its category on this metric, versus the 15th percentile for Sundaram Focused Fund- - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, SBI Focused Fund or Sundaram Focused Fund-?
SBI Focused Fund's direct-plan expense ratio is 0.50 percentage points lower than Sundaram Focused Fund-'s. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, SBI Focused Fund or Sundaram Focused Fund-?
By standard deviation (a measure of how much a fund's returns swing around its own average), Sundaram Focused Fund- has been more volatile than SBI Focused Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.50 for SBI Focused Fund vs 0.11 for Sundaram Focused Fund-) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, SBI Focused Fund or Sundaram Focused Fund-?
SBI Focused Fund has ₹49,854 Cr in assets under management, versus ₹1,010 Cr for Sundaram Focused Fund-. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, SBI Focused Fund or Sundaram Focused Fund-?
SBI Focused Fund launched on 2004-08-23, making it older than Sundaram Focused Fund- (launched 2005-09-23). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.