Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal
Fund House: Sundaram Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 02-01-2013
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY Equity Savings TRI
Total Assets: 976.2 As on (31-03-2025)
Expense Ratio: 2.2% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 25-04-2025
16.7899
-0.0704
CAGR Since Inception
8.01%
NIFTY Equity Savings TRI 9.49%
PERFORMANCE
| Scheme Performance (%) | 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 | 7.9 | 10.82 | 14.63 | 8.88 | 8.01 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 7.67 | 9.37 | 11.88 | 7.94 | 7.97 |
Funds Manager
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
RETURNS CALCULATORS 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)
Amount
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund Quarterly IDCW | 02-01-2013 | 7.9 | 14.45 | 10.82 | 14.63 | 8.88 |
| DSP Equity Savings Reg Gr | 28-03-2016 | 11.3 | 13.37 | 10.35 | 13.17 | 0.0 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 9.76 | 13.3 | 10.27 | 11.61 | 8.79 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 9.54 | 12.58 | 9.42 | 11.42 | 7.18 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 8.95 | 13.37 | 10.43 | 14.2 | 0.0 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 8.56 | 9.88 | 8.31 | 10.96 | 8.03 |
| SBI Equity Savings Reg Gr | 01-05-2015 | 8.34 | 14.34 | 10.16 | 13.83 | 0.0 |
| Invesco India Equity Savings Reg Gr | 15-02-2019 | 8.25 | 14.67 | 10.0 | 10.4 | 0.0 |
| Sundaram Equity Savings Fund Gr | 05-01-2013 | 8.02 | 14.61 | 10.95 | 12.64 | 8.29 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 7.93 | 12.47 | 8.78 | 11.01 | 6.65 |
Asset Allocation (%)
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 | - | - | - | - | - | - |