Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
Sundaram Mutual Fund · Equity Savings
NAV as of 13 Oct 2026
₹82.4099
- 1y return
- −0.69%
- absolute
- 3y return
- +8.28%
- CAGR
- 5y return
- —
- CAGR
Low ₹79.3629High ₹85.0495
Scheme details
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Equity Savings
- Plan
- Direct Plan
- Option
- GROWTH
- AMFI scheme code
- 149679
- ISIN (growth / payout)
- INF173K01GZ9
- ISIN (reinvestment)
- —
- 52-week high
- ₹85.0495
- 52-week low
- ₹79.3629
SIP projection
An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.
- Amount invested
- ₹6,00,000
- Projected value at 8.3% p.a.
- ₹9,36,633
Other variants of this fund
| Scheme | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal) | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹15.2921 | −10.76% | ||
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal) | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹24.9648 | +3.24% | ||
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · GROWTH | Regular · GROWTH | ₹69.7058 | −2.13% | ||
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal) | Regular · IDCW (Income Distribution CUM Capital Withdrawal) | ₹13.9858 | −12.11% | ||
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal) | Regular · IDCW (Income Distribution CUM Capital Withdrawal) | ₹17.116 | +1.11% |
Equity Savings peers, sorted by 1-year return
Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.
| Scheme | Fund house | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings FundDirect · GROWTH | Aditya Birla Sun Life Mutual Fund | Direct · GROWTH | ₹25.78 | +3.83% |
Thinking about this fund?
Talk to Yenmo Wealth Advisors about whether it fits your goals and how to invest.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. Yenmo Wealth Advisors is an AMFI-registered mutual fund distributor and does not provide investment advice.