Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Equity Savings
NAV as of 27 Jun 2025
₹17.116
- 1y return
- +1.11%
- absolute
- 3y return
- +5.62%
- CAGR
- 5y return
- —
- CAGR
Low ₹16.2069High ₹17.5649
Scheme details
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Equity Savings
- Plan
- Regular Plan
- Option
- IDCW (Income Distribution CUM Capital Withdrawal)
- AMFI scheme code
- 149676
- ISIN (growth / payout)
- INF173K01262
- ISIN (reinvestment)
- INF173K01270
- 52-week high
- ₹17.5649
- 52-week low
- ₹16.2069
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 5.6% p.a.
- ₹8,05,592
Other variants of this fund
| Scheme | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · GROWTH | Direct · GROWTH | ₹82.4099 | −0.69% | ||
| 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% |
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 |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Regular · IDCW (Income Distribution CUM Capital Withdrawal) | ₹13.9858 | −12.11% |
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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.