Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)

Open Ended Schemes(Hybrid Scheme - Equity Savings)Moderate Risk★★★★★ISIN INF173K01247

NAV · 06-Jul-2026

₹14.2719

+2.10%

-8.94%

1Y (CAGR)

-9.89%

3Y (CAGR)

-0.03%

5Y (CAGR)

—

Since inception (CAGR)

-0.33%

NAV history

hover for values

Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

8.54%

Downside dev (3y)

10.30%

Max drawdown (3y)

-14.6%

Sharpe (3y)

-0.76

SIP XIRR (3y)

-4.75%

Calendar-year returns

2023 +7.4%2024 +4.9%2025 -0.8%

Fund facts

Fund managerKumaresh Ramakrishnan · Rohit Seksaria · Clyton Fernandes

AUM₹10,643 Cr

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 ↗