Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Open Ended Schemes(Hybrid Scheme - Equity Savings)Moderate Risk★★★★★ISIN INF173K01213

NAV · 06-Jul-2026

₹71.1320

+2.10%

-1.98%

1Y (CAGR)

+0.35%

3Y (CAGR)

+8.68%

5Y (CAGR)

—

Since inception (CAGR)

+7.90%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

5.43%

Downside dev (3y)

4.33%

Max drawdown (3y)

-6.5%

Sharpe (3y)

0.40

SIP XIRR (3y)

+4.96%

Calendar-year returns

2023 +15.3%2024 +12.6%2025 +6.4%

Fund facts

Fund managerKumaresh Ramakrishnan · Rohit Seksaria · Clyton Fernandes

AUM₹10,643 Cr

TER · AMFI officialDirect 1.35% · Regular 2.80% (2026-06-30)

Launch date22-Apr-2002

Plan typeOpen Ended · Hybrid

Min lumpsumRs. 100 and any amount thereafter

Lock-inNone

Volatility7.99

AMCSundaram Asset Management Company Ltd

Objective · The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

scheme documents ↗