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

Hybrid: Equity Savings Open Ended Scheme
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NAV
₹ 69.4921 ₹ -0.11 (-0.16 %)
as on 03-06-2026
Asset Size (AUM)
1,079.02 Cr
Launch Date
Jan 05, 2013
Invest in this scheme
Investment Objective
An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jan 05, 2013
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8.0

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.73 %
Expense Ratio
2.72%
Volatility
5.34 %
Fund House
Sundaram Mutual Fund
Fund Manager
Clyton Richard Fernandes, Rohit Seksaria, Dwijendra Srivastava
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 07 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 07 days from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Performance

Scheme Performance (%)

Data as on - 03-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 -0.53 3.98 8.89 8.06 8.06
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings