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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Equity · Equity Savings
₹84.0653
+0.22% 1D NAV change
NAV as of 31 Jul 2026
+2.8% · NAV · 1Y
1M
+0.92%
cat. —
3M
+1.97%
cat. —
6M
+0.76%
cat. —
1Y
+1.20%
cat. +4.41%
3Y
+9.50%
cat. +9.09%
5Y
—
cat. +8.42%
Peers Equity › Equity Savings
Fund1Y3Y5Y
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)+1.20%+9.50%—
Aditya Birla Sun Life Equity Savings Fund+5.60%+8.20%+7.30%
Axis Equity Savings Fund+5.00%+9.80%+8.70%
BAJAJ FINSERV EQUITY SAVINGS FUND———
BANDHAN Equity Savings Fund+4.70%+7.60%+7.30%
Baroda BNP Paribas Equity Savings Fund+4.00%+9.40%+8.70%
DSP Equity Savings Fund+2.30%+8.80%+8.20%
Edelweiss Equity Savings Fund+7.60%+11.20%+10.00%
Portfolio
Portfolio holdings and sector allocation are not published for this scheme.
Health check ALL CHECKS FREE
4 figures this scheme filed as of 24 Jul 2026, restated as published — not a rating.
1-year return
+1.20%
3-year return
+9.50%
Volatility
6.0%
Max drawdown
-6.20%
Fund facts
CategoryEquity
Sub-categoryEquity Savings
AMCSundaram Mutual Fund
NAV₹84.0653 as of 31 Jul 2026
AUM, expense ratio, minimum SIP and exit load are not published in this dataset. 1Y, 3Y and 5Y are the scheme's AMFI-filed figures as of 24 Jul 2026. 1M, 3M, 6M and the chart are computed from its own daily NAV prints up to 31 Jul 2026, so a week that moved the NAV can put the two apart.
SIP calculator
Invested over 5Y₹3,00,000
Value at fund's 5Y CAGR—
This scheme's 5-year CAGR is not published, so a projected value cannot be shown.
Manager & AMC
Sundaram Mutual Fund
Fund manager identity and tenure are not published in this dataset.