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 INF173K01262

NAV · 27-Jun-2025

₹17.1160

-0.08%

+1.09%

1Y (CAGR)

+1.11%

3Y (CAGR)

+5.60%

5Y (CAGR)

—

Since inception (CAGR)

+3.31%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

6.59%

Downside dev (3y)

6.58%

Max drawdown (3y)

-7.8%

Sharpe (3y)

-0.14

SIP XIRR (3y)

+4.43%

Calendar-year returns

2023 +7.5%2024 +5.0%

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 ↗