SCHEME OVERVIEW

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal

Category: Hybrid: Equity Savings
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
Expense Ratio: 2.2% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 976.2 Cr As on (31-03-2025)
Turn over: 453
NAV as on 29-04-2025

16.8469

0 (0.0279%)

CAGR Since Inception

8.02%

NIFTY Equity Savings TRI 9.49%

PERFORMANCE of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal 7.89 10.92 14.32 8.93 8.02
Benchmark - - - - -
Hybrid: Equity Savings 7.74 9.47 11.65 7.98 8.01

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria

Investment Objective

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

RETURNS CALCULATOR for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal 5.34 0.92 1.97 0.84 6.93 5.02
Hybrid: Equity Savings - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal 02-01-2013 7.89 14.11 10.92 14.32 8.93
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 11.07 13.11 10.38 12.79 0.0
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 9.85 13.02 10.38 11.34 8.81
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 9.31 12.13 9.37 11.33 7.17
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 9.11 13.13 10.62 13.86 0.0
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 8.92 9.86 8.46 10.82 8.05
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 8.55 14.44 10.23 10.16 0.0
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 8.02 14.26 11.05 12.38 8.34
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 7.98 12.29 8.93 10.66 6.73
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 7.96 13.73 10.22 13.49 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)