HybridEquity SavingsDirect · Growth
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram · Scheme 149679
₹84.70▼ 0.03%NAV · 2026-09-18
Decent FundScore
AUM
₹1,032 cr
Expense ratio
1.34%
3Y CAGR
10.0%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: P V K Mohan, Pankaj JainExit load: Exit load of 0.5% if redeemed within 7 days.
Decent · 66/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 6%.
- ✓Low volatility (6% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 97% of windows
📉 What could drag it down
- •1Y return: +3.2%
- •1Y return vs category: -1.6% vs category avg
FundScore breakdown
66/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.