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

Open Ended Schemes(Hybrid Scheme - Equity Savings)Moderate RiskISIN INF173K01GZ9

NAV · 06-Jul-2026

₹83.7661

+2.22%

-1.27%

1Y (CAGR)

+1.85%

3Y (CAGR)

+10.40%

5Y (CAGR)

—

Since inception (CAGR)

+9.67%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

5.43%

Downside dev (3y)

4.32%

Max drawdown (3y)

-6.2%

Sharpe (3y)

0.72

SIP XIRR (3y)

+6.59%

Calendar-year returns

2023 +17.3%2024 +14.5%2025 +8.0%

Fund facts

Fund managerKumaresh Ramakrishnan · Rohit Seksaria · Clyton Fernandes

AUM₹10,643 Cr

Expense ratio0.75% · 2026-04-30

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

Launch date22-Apr-2002

Plan typeOpen Ended · Hybrid

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility5.90

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 ↗