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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram·
Equity Savings
1Y
+0.05%
3Y
+10.35%
5Y
-
Since Inception
+9.22%
Sharpe
0.37
Sortino
0.55
Max Drawdown
-6.21%
Volatility
6.14%
Alpha
+2.81%
Beta
1.10
Info Ratio
1.20
Up / Down Capture
122 / 94
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)0.90%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#22 of 23
Top 96%
3Y CAGR
#7 of 21
Top 33%
5Y CAGR
-
Sharpe
#12 of 23
Top 52%