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

Sundaram Mutual Fund

HybridHybrid FundsEquity Savings Fund

NAV

₹69.5239

as of 2026-10-12

Price History (NAV)

Performance Metrics (3 Year)

3Y CAGR

7%

Category avg 7.9%

Fund size

₹902 Cr

Assets under management

Sharpe

0.27

Risk-adjusted return (3Y)

Max drawdown

2.4%

Peak-to-trough decline (3Y)

Beta

0.36

Market sensitivity (3Y)

SIP / returns estimator

Estimation is based on the past performance of this fund

₹
Select Duration
Yrs
1 Yr30 Yrs
Expected Rate of Return
%
1%30%

Total Corpus After 7 Year(s)

@12.0% p.a. returns

Total Corpus₹6.60 L
Invested

₹4.20 L

Returns

+₹2.40 L

Explore Sundaram Mutual Fund

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