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

Equity SavingsHybrid Rank 8 of 24

NAV · Direct-Growth

₹84.70-0.03-0.03%

As of 18 Aug 2026 · AMFI

NAV growth+3.2%

Aug ’25Aug ’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

+3.2%

-2.2 vs cat

3Y CAGR

+10.0%

+1.0 vs cat

5Y CAGR

+10.3%

+2.0 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 10.3% 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)

₹84.6954

Last 1Y

+3.20%

Aug 25Min ₹79.36 · Max ₹84.91 · 247 ptsAug 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	-0.14%	-0.15%	13/ 28
1M	+1.18%	+0.63%	4/ 28
3M	+3.11%	+2.92%	13/ 28
6M	+0.33%	+1.97%	24/ 28
YTD	+0.55%	+2.44%	24/ 28
1Y	+3.20%	+5.42%	24/ 27
2Y	+5.20%	+5.62%	15/ 24
3Y	+10.02%	+9.06%	8/ 24
5Y	+10.35%	+8.35%	3/ 24
7Y	+12.13%	+9.49%	2/ 24
10Y	+10.50%	+8.41%	1/ 16

Available plans & options

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