LIC MF Focused Fund vs Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
LIC MF Focused Fund and Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) are both Focused funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +9.75% vs +11.22%, 5-year CAGR — vs —, volatility 15.96% vs 13.10%, maximum drawdown −21.12% vs −20.08%. Their portfolios overlap by 17.5% (6 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Fund house | LIC Mutual Fund | Sundaram Mutual Fund |
| Compared as | Focused | Focused |
| NAV | ₹23.9904 | ₹184.4859 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 31 Jul 2023 | 3 Jan 2022 |
| Track record | 3.3 yrs | 4.8 yrs |
| Fund size (AUM) | ₹171 Cr | ₹1,032 Cr |
| Securities held | 28 | 29 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| 1 month | +0.13% | +3.53% |
| 3 months | −3.82% | −2.06% |
| 6 months | +5.59% | +5.28% |
| 1 year | +0.93% | +2.79% |
| 3 years (CAGR) | +9.75% | +11.22% |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +8.74% | +9.39% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| 2026 (year to date) | +0.76% | +1.38% |
| 2025 | +5.46% | +3.02% |
| 2024 | +13.44% | +18.46% |
| 2023 | — | +25.71% |
Risk
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 15.96% | 13.10% |
| Downside volatility ⓘ | 11.45% | 9.54% |
| Sharpe ratio ⓘ | 0.20 | 0.36 |
| Sortino ratio ⓘ | 0.28 | 0.50 |
| Maximum drawdown ⓘ | −21.12% | −20.08% |
| Recovery from that fall | — | 11 months |
| Current fall from peak | −5.53% | −2.95% |
| Rolling 1-year return: worst | −8.77% | −7.52% |
| Rolling 1-year return: median | +4.83% | +7.81% |
| Rolling 1-year return: best | +37.23% | +40.56% |
| Share of 1-year periods with a loss | 28.29% | 17.65% |
Against each fund's benchmark
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Beta ⓘ | 0.93 | 0.80 |
| Alpha (Jensen's, annualised) ⓘ | −1.18% | +0.73% |
| R² ⓘ | 82.87 | 89.70 |
| Upside capture | 92.87% | 90.19% |
| Downside capture | 97.68% | 84.00% |
| Tracking error | 6.69% | 5.25% |
| Information ratio | -0.25 | 0.04 |
| Treynor ratio | 2.17 | 4.85 |
Portfolio
Asset mix
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Equity | 91.39% | 95.58% |
| Cash & equivalents | 8.61% | 4.45% |
Market-cap split (share of fund assets)
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Large Cap | 40.62% | 58.18% |
| Mid Cap | 16.53% | 8.34% |
| Small Cap | 26.69% | 29.04% |
| Unclassified | 7.55% | 0.00% |
Concentration
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Top 10 holdings | 44.07% | 53.88% |
| Effective number of stocks ⓘ | 29.1 | 24.3 |
| Securities held | 28 | 29 |
Portfolio overlap: 17.5%
6 companies are held by both funds; by weight, 17.5% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) |
|---|---|---|
| State Bank of India | 3.62% | 3.96% |
| HDFC Bank Limited | 3.60% | 3.93% |
| ICICI Bank Limited | 3.55% | 6.87% |
| InterGlobe Aviation Limited | 3.71% | 3.20% |
| Axis Bank Limited | 2.54% | 2.05% |
| Infosys Limited | 1.52% | 2.96% |
Top 10 holdings
LIC MF Focused
- INDO-MIM Ltd.7.55%
- Tata Motors Passenger Vehicles Limited6.81%
- Garware Hi-Tech Films Limited4.11%
- Tata Motors Ltd3.90%
- InterGlobe Aviation Limited3.71%
- Bharat Forge Limited3.66%
- State Bank of India3.62%
- HDFC Bank Limited3.60%
- The Phoenix Mills Limited3.56%
- ICICI Bank Limited3.55%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
- Happy Forgings Limited7.36%
- ICICI Bank Limited6.87%
- TVS Motor Company Ltd.6.67%
- Craftsman Automation Limited6.13%
- Bharti Airtel Limited5.88%
- Kotak Mahindra Bank Limited5.33%
- Sedemac Mechatronics Limited4.20%
- State Bank of India3.96%
- HDFC Bank Limited3.93%
- Apollo Hospitals Enterprise Limited3.56%
Sector exposure
| LIC MF Focused | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | |
|---|---|---|
| Banks | 13.31% | 27.56% |
| Auto Components | 14.91% | 10.32% |
| Automobiles | 8.96% | 6.67% |
| Retailing | 0.00% | 7.67% |
| Industrial Manufacturing | 7.55% | 0.00% |
| Industrial Products | 7.49% | 7.36% |
| Power | 6.62% | 0.00% |
| Realty | 5.91% | 0.00% |
| Telecom - Services | 0.00% | 5.88% |
| Insurance | 0.00% | 5.31% |
| IT - Software | 4.90% | 4.17% |
| Agricultural, Commercial & Construction Vehicles | 3.90% | 0.00% |
| Transport Services | 3.71% | 3.20% |
| Healthcare Services | 0.00% | 3.56% |
Questions people ask
What is the difference between LIC MF Focused and Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return +0.93% vs +2.79%; 3-year CAGR +9.75% vs +11.22%; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do LIC MF Focused and Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) compare on risk?
Volatility (36 monthly returns, annualised) 15.96% vs 13.10%; Sharpe ratio 0.20 vs 0.36; Sortino ratio 0.28 vs 0.50; maximum drawdown −21.12% vs −20.08%; beta 0.93 vs 0.80.
How much do LIC MF Focused and Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) overlap?
By weight, 17.5% of the two portfolios is invested in the same companies; 6 stocks are held by both, the largest shared positions being State Bank of India, HDFC Bank Limited, ICICI Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of LIC MF Focused and Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)?
LIC MF Focused: large cap 40.6%, mid cap 16.5%, small cap 26.7%. Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund): large cap 58.2%, mid cap 8.3%, small cap 29.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.