Scheme Overview
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
| Category: Hybrid: Equity Savings |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY Equity Savings TRI |
| Expense Ratio: 2.2% As on ( 31-03-2025) |
| Status: Open Ended |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 976.2 Cr As on ( 31-03-2025) |
| Turn over: 453 |
68.636
0.02 ( 0.028% )
8.34%
NIFTY Equity Savings TRI9.49%
PERFORMANCE of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
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) - Growth Option | 8.02 | 11.05 | 12.38 | 8.34 | 8.34 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 7.74 | 9.47 | 11.65 | 7.98 | 8.01 |
Yearly Performance (%)
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) - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 5.34 | 0.49 | 1.43 | 1.04 | 6.93 | 5.02 |
| Hybrid: Equity Savings | - | - | - | - | - | - |
