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

Equity SavingsHybrid Rank 8 of 24

NAV · Direct-Growth

₹84.71-0.01-0.01%

As of 1 Sept 2026 · AMFI

NAV growth+3.7%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Equity Savings category on 3Y & 5Y but trails on 1Y.

1Y return

+3.7%

-1.9 vs cat

3Y CAGR

+9.7%

+0.9 vs cat

5Y CAGR

+10.1%

+1.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

6.0%

3Y std dev

Go deeper on Sundaram Equity Savings Fund (Formerly Known As Principal Equity Savings Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Equity Savings Fund (Formerly Known As Principal Equity Savings Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Equity Savings Fund (Formerly Known As Principal Equity Savings Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) is a Equity Savings scheme from Sundaram. Long-run track record: about 10.1% CAGR over 5 years. Worst historical drawdown: -14% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01GZ9

NAV (Direct-Growth)

₹84.7114

Last 1Y

+3.71%

Sept 25Min ₹79.36 · Max ₹85.05 · 248 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-13.9%

Peak ₹39.73 on 16 Jan 2020 → trough ₹34.22 on 23 Mar 2020 (2 months down).

Recovered in 4 months· 6 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.40%	-0.17%	25/ 28
1M	+0.77%	+0.51%	8/ 28
3M	+3.52%	+3.12%	10/ 28
6M	+1.50%	+2.66%	21/ 28
YTD	+0.56%	+2.59%	24/ 28
1Y	+3.71%	+5.62%	23/ 28
2Y	+4.55%	+5.15%	18/ 24
3Y	+9.69%	+8.80%	8/ 24
5Y	+10.05%	+8.16%	3/ 24
7Y	+12.10%	+9.48%	2/ 24
10Y	+10.38%	+8.35%	1/ 16

Available plans & options

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