HybridEquity SavingsDirect · Growth
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram · Scheme 149679
₹84.59▼ 0.28%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
10.1%
Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.25% |
| 3 Months | +2.33% |
| 6 Months | +0.77% |
| 1 Year | +3.36% |
| 3 Years (CAGR) | +10.07% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +9.77% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns32
Consistency100
Risk-adjusted43
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 96% of windows
- ✓ Volatility: 6% annualised
- ✓ Max drawdown: -6%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +3.4%
- • 1Y return vs category: -2.8% vs category avg
- • Sharpe ratio: 0.56
- • Sortino ratio: 0.73
Risk metrics
Sharpe ratio
0.56
Sortino ratio
0.73
Volatility
5.77%
Max drawdown
-6.21%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.