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Sundaram Mutual Fund · Equity Savings
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
₹82.1537NAV 2026-05-22
Direct PlanGrowthSince 2022-01-034.3y historyAUM ₹186 CrINF173K01GZ9
NAV History
2022-01-03 → 2026-05-22
+48.91%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-1.0%
-2.1%
-2.6%
+2.3%
+11.1%
-
-
Risk Metrics
Sharpe
0.44
Sortino
0.59
Max DD
-6.2%
Volatility
+5.8%
Best Year
+17.3%
Worst Year
-2.5%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹186 Cr
AUM as of
2026-03-31
Volatility (annualised)
+5.8%
Max drawdown
-6.2%
Sharpe ratio
0.44
Sortino ratio
0.59
Calmar ratio
1.78
Positive months
64%
Best year
+17.3%
Worst year
-2.5%
Peers — Equity Savings
HSBC Equity Savings Fund - Direct Growth
HSBC Mutual Fund
+14.2%
3Y
₹247 Cr
AUM
0.97
Sharpe
Edelweiss Equity Savings Fund - Direct Plan - Growth Option
Edelweiss Mutual Fund
+11.9%
3Y
₹455 Cr
AUM
0.70
Sharpe
Kotak Equity Savings Fund - Direct - Growth
Kotak Mahindra Mutual Fund
+11.5%
3Y
₹3,508 Cr
AUM
0.50
Sharpe
Mirae Asset Equity Savings Fund- Direct Plan- Growth
Mirae Asset Mutual Fund
+11.3%
3Y
₹899 Cr
AUM
0.59
Sharpe
Mahindra Manulife Equity Savings Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+11.2%
3Y
₹14 Cr
AUM
0.42
Sharpe
SBI Equity Savings Fund - Direct Plan - Growth
SBI Mutual Fund
+10.6%
3Y
₹1,052 Cr
AUM
0.38
Sharpe
Axis Equity Savings Fund - Direct Plan - Growth
Axis Mutual Fund
+10.3%
3Y
₹132 Cr
AUM
0.31
Sharpe
Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth
Baroda BNP Paribas Mutual Fund
+10.3%
3Y
₹43 Cr
AUM
0.40
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.