Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Fund House: Sundaram Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 05-01-2013
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY Equity Savings TRI
Total Assets: 1171.27 As on (31-10-2025)
Expense Ratio: 2.14% As on (31-10-2025)
Turn over: 81.00% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 07 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 07 days from the date of allotment.
NAV as on 05-12-2025
72.2674
0.1936
CAGR Since Inception
8.35%
NIFTY Equity Savings TRI 9.71%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 5.86 | 10.96 | 10.52 | 8.76 | 8.35 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 5.5 | 9.7 | 9.47 | 8.18 | 7.82 |
Funds Manager
FM1 - Mr. Clyton Richard Fernandes; FM2 - Mr. Rohit Seksaria; FM3 - Mr. Dwijendra Srivastava
RETURNS CALCULATORS for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund Gr | 05-01-2013 | 5.86 | 10.33 | 10.96 | 10.52 | 8.76 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 8.52 | 9.22 | 9.02 | 8.45 | 8.2 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 7.99 | 10.9 | 10.73 | 10.11 | 9.22 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 7.73 | 8.81 | 8.86 | 8.92 | 8.43 |
| UTI Equity Savings Reg Gr | 30-08-2018 | 7.09 | 9.56 | 10.55 | 10.94 | 0.0 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 7.01 | 10.64 | 10.79 | 11.02 | 0.0 |
| Bandhan Equity Savings Reg Gr | 09-06-2008 | 6.03 | 7.45 | 7.64 | 7.4 | 6.63 |
| Mahindra Manulife Equity Savings Reg Gr | 05-02-2017 | 5.9 | 8.75 | 9.37 | 10.32 | 0.0 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 5.88 | 9.79 | 9.65 | 9.18 | 7.83 |
| Baroda BNP Paribas Equity Savings Reg Gr | 25-07-2019 | 5.83 | 9.85 | 9.99 | 8.34 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 5.34 | 1.0 | 0.91 | 1.11 | 6.93 | 5.02 |
| Hybrid: Equity Savings | - | - | - | - | - | - |