Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
Sundaram Mutual Fund · Equity Savings · Direct · Growth5/5 ★
NAV · as of 11/09/2026
84.10
1D
-0.32%1Y
+2.25%Key stats
- Expense ratio
- 0.65%
- AUM
- ₹1.03 K Cr
- Launched
- 01/01/2013
- Fund manager
- Kumaresh Ramakrishnan; Rohit Seksaria; Clyton Fernandes
- Portfolio turnover
- 5.09%
- Risk
- Moderate Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
HSBC Equity Saving Growth Direct Plan
HSBC Equity Saving (G) · ₹1.33 K Cr AUM
1Y+8.33%3Y+12.86%-Edelweiss Equity Saving Growth Direct Plan
Edelweiss Equity Saving (G) · ₹1.53 K Cr AUM
1Y+8.26%3Y+11.33%-Mirae Asset Equity Saving Growth Direct Plan
Mirae Equity Saving (G) · ₹2.01 K Cr AUM
1Y+5.43%3Y+9.71%-Kotak Equity Saving Growth Direct Plan
Kotak Equity Saving (G) · ₹10.41 K Cr AUM
1Y+4.80%3Y+10.01%-Sundaram Equity Saving Growth Direct Plan
Sundaram Equity Saving (G) · ₹1.03 K Cr AUM
1Y+2.25%3Y+8.97%-
Investment objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Scheme details
- Scheme code
- 149679
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Hybrid Scheme
- Sub-category
- Equity Savings
- Plan
- Direct
- Return type
- Growth
- ISIN (Growth)
- INF173K01GZ9
- ISIN (Div. Reinvest)
- -
- Tradable on exchange
- No