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OmniAsset › Mutual funds › Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)

Equity Savings fund benchmarked to Nifty Equity Savings Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.3613
CategoryEquity Savings
PlanRegular · Idcw
Launched22 Apr 2002
Risk labelthe scheme's own riskometerModeratley Risk
Legal benchmarkSEBI Tier-1Nifty Equity Savings Index
Expense ratiodirect plan, a year2.77%
AUM₹16.7 Cr
Growth of ₹10,000₹9,9403 Jan 2022 to 2 Sep 2026
₹11,236₹10,687₹10,139₹9,591₹9,043Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹9,940 (-0.1% a year) Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)

Performance (trailing, annualised)

1Y annualised-8.41%
3Y annualised-0.74%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,269-8.70%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,39,245-3.82%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20237.44%
Calendar 20244.86%
Calendar 2025-0.77%

Rolling returns

Rolling 1Y · average190 windows since 4 Jan 20232.21%
Rolling 1Y · median1.75%
Rolling 1Y · worst window-11.51%
Rolling 1Y · best window13.53%
Rolling 1Y · windows positive67%
Rolling 3Y · average86 windows since 6 Jan 20253.01%
Rolling 3Y · median3.51%
Rolling 3Y · worst window-0.83%
Rolling 3Y · best window5.67%
Rolling 3Y · windows positive88%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)8.56%
Downside deviation (3Y)7.51%
Maximum drawdown-14.63%

Management

Fund managerMr. Mr. Clyton Richard Fernandes, Mr. Rohit Seksaria, Mr. Kumaresh Ramakrishnan (FI Portion)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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