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

Equity SavingsHybrid Rank 8 of 24

NAV · Direct-Growth

₹82.41+0.17+0.20%

As of 5 Oct 2026 · AMFI

NAV growth-0.4%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

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

1Y return

-0.1%

-3.2 vs cat

3Y CAGR

+8.5%

+0.5 vs cat

5Y CAGR

+8.8%

+1.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

6.2%

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 8.8% 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)

₹82.4128

Last 1Y

-0.40%

Oct 25Min ₹79.36 · Max ₹85.05 · 246 ptsOct 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	-0.42%	-0.25%	24/ 28
1M	-2.44%	-1.26%	28/ 28
3M	-1.36%	-0.41%	24/ 28
6M	+3.02%	+3.92%	17/ 28
YTD	-2.17%	+1.07%	28/ 28
1Y	-0.08%	+3.08%	27/ 28
2Y	+2.78%	+4.12%	22/ 24
3Y	+8.47%	+7.99%	8/ 24
5Y	+8.78%	+7.46%	4/ 24
7Y	+11.64%	+9.16%	2/ 24
10Y	+9.90%	+8.05%	2/ 16

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray